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Cancellation of Debt Form
Expat Tax Forms

Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt Form

ByRandall Brody October 20, 2023October 5, 2024

Borrowing money through credit cards or loans can offer financial relief and opportunities. But what happens when you can’t repay that debt? In such…

Read More Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt FormContinue

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats
Foreign Tax Credit And Treaties

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats

ByRandall Brody October 13, 2023October 5, 2024

If you’re pursuing higher education or helping a loved one in college, you’ve likely heard of various tax credits and deductions designed to ease…

Read More Is the American Opportunity Tax Credit Actually Refundable? A Guide for ExpatsContinue

Form 1099-MISC: Urgent Reasons Expats Need To File
Expat Tax Forms

Form 1099-MISC: Urgent Reasons Expats Need To File

ByRandall Brody October 6, 2023October 5, 2024

Form 1099-MISC, also known as Miscellaneous Information, is an IRS form used for specific types of miscellaneous income paid to individuals or entities. This…

Read More Form 1099-MISC: Urgent Reasons Expats Need To FileContinue

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing
Expat Tax Forms

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing

ByRandall Brody September 27, 2023September 24, 2024

The IRS Form 1099-NEC, or  Nonemployee Compensation form, is a tax form that businesses use to report payments made to individuals who are not…

Read More Form 1099-NEC: Common Mistakes to Avoid for Error-Free FilingContinue

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble
Expat Tax Forms

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble

ByRandall Brody September 20, 2023October 5, 2024

Running a business involves many forms and paperwork, but there’s one thing you can’t afford to ignore – the IRS SS-4 form. While it’s…

Read More IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS TroubleContinue

How to Unlock Hidden Savings with Form 8829 for Expats
Expat Tax Forms

How to Unlock Hidden Savings with Form 8829 for Expats

ByRandall Brody September 6, 2023October 5, 2024

As a small business owner or self-employed individual, you’re entitled to various deductions that can significantly reduce your tax liability. One such valuable deduction…

Read More How to Unlock Hidden Savings with Form 8829 for ExpatsContinue

Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To Know
Expat Business Taxes

Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To Know

ByRandall Brody August 24, 2023October 5, 2024

As a  business owner, one of the most important financial responsibilities you will face is filing taxes. If you are running a Limited Liability…

Read More Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To KnowContinue

IRS Lock-in Letter: How to Handle It if You Receive One?
Expat Tax Resolution | Expat Taxes

IRS Lock-in Letter: How to Handle It if You Receive One?

ByRandall Brody August 15, 2023October 5, 2024

Getting a letter from the IRS can make anyone worry, but one type of letter called the “Lock-in letter” might not be familiar. This…

Read More IRS Lock-in Letter: How to Handle It if You Receive One?Continue

Top 10 Expat Resource Directories and the Reasons Why They Are Essential for Expatriates
Expat Taxes

Top 10 Expat Resource Directories and the Reasons Why They Are Essential for Expatriates

ByRandall Brody August 3, 2023September 24, 2024

Moving to a foreign country as an expatriate can be an exciting yet challenging experience. The challenges of adjusting to a new culture, overcoming…

Read More Top 10 Expat Resource Directories and the Reasons Why They Are Essential for ExpatriatesContinue

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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.
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  • 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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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
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