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Expat Tax Notices

Home » Tax Samaritan Blog » Expat Tax Notices » Page 2
CP05A Notice guide for expats
Expat Tax Notices

CP05A Notice – Urgent Things You Need to Do to Claim Your Refund

ByRandall Brody July 4, 2023April 1, 2025

A dreaded letter from the IRS has arrived – a CP05A notice. Holding it in your hand,  your heart skips a beat, and countless…

Read More CP05A Notice – Urgent Things You Need to Do to Claim Your RefundContinue

IRS Collection Letter
Expat Tax Notices

IRS Collection Letter — Practical Ways to Handle the Frightening Notice

ByRandall Brody October 20, 2022April 8, 2025

How would you feel when you open your mailbox and find a collection letter from the IRS instead of the typical mix of bills…

Read More IRS Collection Letter — Practical Ways to Handle the Frightening NoticeContinue

What is Tax Deficiency? Guide for Expats
Expat Tax Notices

What is Tax Deficiency? 4 Important Things You Need to Know Now

ByRandall Brody September 16, 2022April 8, 2025

Receiving a Notice of Tax Deficiency can happen to anyone. Check out this article to know what a tax deficiency is and why you should pay attention to it.

Read More What is Tax Deficiency? 4 Important Things You Need to Know NowContinue

how to respond to IRS notice of deficiency for expats
Expat Tax Notices

IRS Notice of Deficiency: How to Respond When You Receive One for the First Time

ByRandall Brody August 23, 2022April 8, 2025

Discrepancies in your tax account can get you an IRS notice. Read here to know how to respond to an IRS notice of deficiency and keep your taxes in order.

Read More IRS Notice of Deficiency: How to Respond When You Receive One for the First TimeContinue

What Does an IRS Audit Letter Look Like? Guide for Expats
Expat Tax Notices

What Does an IRS Audit Letter Look Like? How to Spot Fake Letter

ByRandall Brody July 6, 2022April 11, 2025

Receiving an IRS audit letter can be a stressful experience. But, how will you know it’s an authentic letter? Learn how to spot a fake IRS letter.

Read More What Does an IRS Audit Letter Look Like? How to Spot Fake LetterContinue

Reasons You Are Getting an IRS Notice: Guide for Expats
Expat Tax Notices | Expat Tax Resolution

6 Urgent Reasons You Are Getting an IRS Notice

ByRandall Brody June 28, 2022April 11, 2025

IRS notices are sent for various reasons. Learn more about those grounds in this article.

Read More 6 Urgent Reasons You Are Getting an IRS NoticeContinue

IRS notification
Expat Tax Notices | Expat Tax Resolution

The Truth About IRS Notification Expats Need To Know

ByRandall Brody July 23, 2014October 9, 2024

The IRS sends millions of letters and notices to taxpayers for a variety of reasons. An IRS notification or letter can be easily dealt…

Read More The Truth About IRS Notification Expats Need To KnowContinue

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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.
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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.
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