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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes » Page 23
Last Minute Tax Tips
Expat Taxes

Last Minute Tax Tips for Expats in 2014

ByRandall Brody April 6, 2014October 9, 2024

With the April 15 tax-filing deadline less than a week away, here’s some last minute tax tips for you!!! Are you one of the…

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Foreign Earned Income
Foreign Earned Income Exclusion

Foreign Earned Income – Determining the Source of Earned Income for Expats

ByRandall Brody March 13, 2014October 9, 2024

Is My Earned Income Foreign Earned Income? A common question that we see from both our clients and readers of the Tax Samaritan newsletter…

Read More Foreign Earned Income – Determining the Source of Earned Income for ExpatsContinue

Streamlined Procedure

Expats Filing Taxes Late – File Back Taxes, You’ll Love The Relief

ByRandall Brody February 12, 2014October 9, 2024

Looking To Get Back In The Good Graces Of The IRS – Filing Taxes Late? Act Now And File Back Taxes Getting right with…

Read More Expats Filing Taxes Late – File Back Taxes, You’ll Love The ReliefContinue

Income Tax Misconceptions
Expat Taxes

Common Income Tax Misconceptions for Expats

ByRandall Brody February 10, 2014October 9, 2024

Let’s Clarify Some Common Income Tax Misconceptions Below is a list of common tax misconceptions among taxpayers. Perhaps this may help clarify some tax…

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Tax Return Preparer Credentials
Expat Taxes

Understanding Expat Tax Return Preparer Credentials

ByRandall Brody February 9, 2014October 9, 2024

Enrolled Agents Hold The Most Expansive Tax Return Preparer Credentials According To The IRS There are many differing levels of skills, education and expertise…

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Expat Tax Filing Requirement
Expat Taxes

Expat Tax Filing Requirements

ByRandall Brody January 22, 2014October 9, 2024

If you are a U.S. citizen or resident alien, the filing requirements for income tax returns are generally the same whether you are in…

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Tax Extension
Expat Taxes

Expat Tax Extensions for Americans Living Abroad

ByRandall Brody January 18, 2014October 9, 2024

For most U.S. citizens and residents, the tax return deadline is April 15th. When April 15 falls on a weekend or a federal/District of…

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Timely Mailed
Expat Taxes

Timely Mailed Tax Return – Choose The Right Private Delivery Service

ByRandall Brody January 13, 2014October 9, 2024

In addition to the U.S. postal service, the IRS has designated the use of designated private delivery services that can be used to meet…

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Expat Tax
Expat Taxes

Key Facts Of Expat Tax Returns

ByRandall Brody January 12, 2014October 9, 2024

For U.S. citizens and residents living and working overseas, US expat tax rules are a pain. They are overwhelming and often times it’s a…

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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 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.
  • Exceptional communication and interpersonal skills.
  • Strong problem-solving and conflict-resolution abilities.
  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
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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
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