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Expat Tax Resolution

Home » Tax Samaritan Blog » Tax Resolution » Page 14
Declaration of Consent
Expat Tax Resolution

Declaration of Consent Letter – A Guide for Expats

ByRandall Brody August 27, 2014October 9, 2024

Did You Receive A Declaration of Consent Letter From Your Swiss Bank Many taxpayers have been contacting us because they have received a Declaration…

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Rescue Taxpayers
Expat Tax Resolution

We Rescue Taxpayers | Guaranteed Ways To Overcome IRS Nightmare

ByRandall Brody August 24, 2014October 9, 2024

Resolution and Help With Tax Problems and Back Taxes Your inaction and delay will only magnify your tax problems. We want to hear about…

Read More We Rescue Taxpayers | Guaranteed Ways To Overcome IRS NightmareContinue

Tax Appeal Process
Expat Tax Resolution

Tax Appeal Process – Latest Things Expats Need To Know

ByRandall Brody August 19, 2014October 9, 2024

Tax Appeal Process – Disagreement Resolution Sometimes there is disagreement on tax matters… and the IRS has a tax appeal process that is run…

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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…

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Tax Lien
Expat Tax Resolution

What Is IRS Tax Lien | Valuable Information Expats Need To Know

ByRandall Brody May 29, 2014October 9, 2024

What Is A Tax Lien? The Internal Revenue Service on a regular basis files Federal Tax Liens against taxpayers who have unpaid tax obligations….

Read More What Is IRS Tax Lien | Valuable Information Expats Need To KnowContinue

IRS Tax Relief
Expat Tax Resolution

Informative IRS Tax Relief for Expats – Here Is The Magic Potion

ByRandall Brody May 14, 2014October 9, 2024

Tax debt and the knowledge that you have delinquent returns can be stressful to deal with. Heck, it can even cause many sleepless nights….

Read More Informative IRS Tax Relief for Expats – Here Is The Magic PotionContinue

Help With Tax Problems
Expat Tax Resolution

Get Help With Tax Problems – Successful IRS Tax Relief Strategies Expats Need To Know

ByRandall Brody May 7, 2014October 9, 2024

At Tax Samaritan, we help taxpayers whose problems with the IRS and/or State are causing financial difficulties; who have tried but have not been…

Read More Get Help With Tax Problems – Successful IRS Tax Relief Strategies Expats Need To KnowContinue

Tax Resolution Help
Expat Tax Resolution

The Truth About Tax Resolution Help | Tax Relief Options Expats Need To Know

ByRandall Brody January 1, 2014October 9, 2024

Tax resolution help companies often make outrageous claims that they can reduce or even eliminate your tax debts by applying for legitimate IRS hardship…

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Expat Tax Resolution

IRS Letter – See Expats Should Handle Unexpected Notice

ByRandall Brody September 9, 2013October 9, 2024

IRS Letter – Greetings from the IRS You’ve just picked up your mail and … uh oh, there among the ads, bills and too…

Read More IRS Letter – See Expats Should Handle Unexpected NoticeContinue

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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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  • Background and experience in tax or accounting is preferred.
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  • 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.
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