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Tax Samaritan Blog

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IRS Form 944: How to File When Your Business Owes Less
Expat Business Taxes | Expat Tax Forms

IRS Form 944: How to File When Your Business Owes Less

ByRandall Brody January 25, 2024October 5, 2024

When it comes to running a business, staying on top of your tax responsibilities is crucial. If you’re a small-scale employer, chances are you…

Read More IRS Form 944: How to File When Your Business Owes LessContinue

Income Tax Brackets for 2025
FATCA for Expats

New Income Tax Brackets and Federal Tax Rates for 2025

ByRandall Brody January 22, 2024February 5, 2025

In the U.S., your income tax rate depends on your taxable income and filing status, which places you into one of seven tax brackets…

Read More New Income Tax Brackets and Federal Tax Rates for 2025Continue

IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return
Expat Tax Forms

IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return

ByRandall Brody January 12, 2024October 5, 2024

Tax filing can be a perplexing time for many Americans, and sometimes, despite your best efforts, mistakes happen. If you’ve filed your taxes and…

Read More IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed ReturnContinue

Expat Self-Employment Taxes

The Peril of Ignoring Estimated Quarterly Tax Payments for Expats: How to Avoid Penalties

ByRandall Brody January 4, 2024October 5, 2024

If you’re a freelancer or small business owner, the danger of neglecting estimated quarterly tax payments looms large over your financial stability. When you’re…

Read More The Peril of Ignoring Estimated Quarterly Tax Payments for Expats: How to Avoid PenaltiesContinue

Expat Tax Resolution | Expat Taxes

Identity Theft IRS Letters: What to Do When You Become a Victim

ByRandall Brody December 14, 2023October 5, 2024

Identity theft is a growing concern in our digital age, affecting thousands of Americans each year. In fact, during the 2023 tax season, the…

Read More Identity Theft IRS Letters: What to Do When You Become a VictimContinue

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)
Expat Taxes

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)

ByRandall Brody December 5, 2023September 24, 2024

As the new year begins, so does the countdown to the new tax season. When January rolls around, we’ll all dig through receipts and…

Read More New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)Continue

Charitable Donations Tax Deductions
Expat Tax Forms

Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax Deductions

ByRandall Brody November 20, 2023October 5, 2024

Supporting charities can be immensely rewarding, not just for the positive impact it has on communities and causes but also for the potential tax…

Read More Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax DeductionsContinue

Expat Tax Resolution

Serious Tax Debts Can Put U.S. Passports in Jeopardy, Tax Resolution Expert Warns

ByRandall Brody November 14, 2023September 24, 2024

LAS VEGAS – Oct. 18, 2023 – U.S. residents who owe more than $59,000 in back taxes and are planning to travel abroad should…

Read More Serious Tax Debts Can Put U.S. Passports in Jeopardy, Tax Resolution Expert WarnsContinue

Self-Employment Taxes for Expat: How To Make Your Tax Filing a Breeze
Expat Self-Employment Taxes

Self-Employment Taxes for Expat: How To Make Your Tax Filing a Breeze

ByRandall Brody November 7, 2023October 5, 2024

Self-employment offers freedom and flexibility, but it also comes with a big challenge when tax season rolls around. Unlike regular employees who have taxes…

Read More Self-Employment Taxes for Expat: How To Make Your Tax Filing a BreezeContinue

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Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Workflow Excellence Manager will lead the client service experience at Tax Samaritan. This role ensures clients receive unparalleled communication, seamless service delivery, and exceptional care aligned with our commitment to proactive and personalized tax solutions for U.S. expats.

What You’ll Do:

  • Lead the client experience journey, ensuring seamless service delivery.
  • Collaborate with teams to optimize workflows and exceed client expectations.
  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
  • Coach and mentor staff to uphold service excellence.
  • Foster and maintain strong client relationships through regular, proactive communication.
  • Serve as a central contact for client concerns and feedback, ensuring world-class client satisfaction.
  • Monitor and uphold service standards to exceed client expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • Bachelor’s degree in Business Administration, Management, or related field preferred.
  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
  • Proven experience in client service management, operations, or similar roles.
  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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Ready to Deliver Transformational Client Success?

About Us:

Tax Samaritan is a leading U.S. expat tax preparation and advisory firm dedicated to simplifying tax complexities for clients worldwide. Guided by our core values, we are committed to integrity, excellence, and empathy in all client interactions.

Position Summary

The Client Transformation Success Manager plays a key role in delivering exceptional client experiences by building strong relationships and offering value-driven tax advisory and financial planning. This role ensures clients receive proactive, strategic guidance to achieve long-term financial success.

What You’ll Do:

  • Serve as the central point of contact for clients, building trust and fostering meaningful, long-term relationships.
  • Deliver personalized, proactive service by developing comprehensive tax and financial plans that integrate wealth management, estate planning, and risk mitigation strategies.
  • Collaborate with the Client Excellence Manager on After Action Reports (AARs) to drive continuous improvement in client experiences and service delivery.
  • Articulate Tax Samaritan’s transformative value proposition to prospective and current clients, guiding them on a journey to achieve measurable financial success and peace of mind.
  • Continuously “plus” the client experience, delivering surprising and delightful touches that exceed expectations.

Why Join Us?

  • A fully remote, flexible work environment. Freedom to work from anywhere, whenever you want.
  • Opportunities for professional growth and leadership development. A culture that values your input and celebrates your successes.

Qualifications, Skills, and Core Competencies

  • U.S. CPA or Enrolled Agent (EA) required.
  • Proven expertise in tax advisory, accounting services, or financial planning, with an emphasis on proactive strategies and wealth management.
  • Demonstrated ability to build authentic client relationships, emphasizing care and understanding.
  • A commitment to simplifying processes, enhancing transparency, and creating value-driven, indispensable experiences.
  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
  • A track record of delivering exceptional client value through innovative, tailored solutions.
  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
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  • About Us
    • About Tax Samaritan
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  • Get Started
  • Resources
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