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Form 1098-E: Student Loan Interest Statement
Expat Tax Forms

Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on Taxes

ByRandall Brody November 6, 2024November 6, 2024

If you’ve ever borrowed money for school, chances are you’ve received a Form 1098-E. Your loan servicer provides this form to help you track…

Read More Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on TaxesContinue

Form 8858
Expat Tax Forms

Form 8858 – Practical Info – What Expats Need to Know

ByRandall Brody September 27, 2024October 3, 2024

Form 8858 is an IRS form requirement for people who own certain foreign entities. If the filing requirement applies, you must do it accurately…

Read More Form 8858 – Practical Info – What Expats Need to KnowContinue

Form 8833
Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

What Is Form 8833? A Guide for Expats

ByRandall Brody September 27, 2024October 3, 2024

What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

Read More What Is Form 8833? A Guide for ExpatsContinue

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Expat Taxes | Expat Wealth Management

7 Smart Tax-Saving Strategies for High-Income Earner Expats

ByRandall Brody April 4, 2024October 3, 2024

Earning a high income has advantages, but it can also put you in a higher tax bracket. This means the government takes more of…

Read More 7 Smart Tax-Saving Strategies for High-Income Earner ExpatsContinue

Taxpayer Experience Office: A Guide to IRS Customer Service
Expat Tax Resolution

Expat Taxpayer Experience Office: A Guide to IRS Customer Service

ByRandall Brody October 18, 2022October 5, 2024

The IRS aims to improve customer service by opening the first-ever IRS Taxpayer Experience Office. Find out more about it in this write-up.

Read More Expat Taxpayer Experience Office: A Guide to IRS Customer ServiceContinue

"Pay taxes" written on a sticky note on an expat's desk, with a model airplane in the background.
Expat Taxes

The Truth About Why Expats Still Need to Pay Taxes

ByRandall Brody September 1, 2022August 13, 2024

US expats are still required to pay taxes no matter where they work or live. Find out more about why you need to comply and how you can benefit from it.

Read More The Truth About Why Expats Still Need to Pay TaxesContinue

Stack of files with two binders labelled "Salaries" and "Payroll".
Expat Business Taxes

Here Is How to Avoid Double Taxation With Your HR

ByRandall Brody August 11, 2022September 24, 2024

HR teams have a crucial part in a company’s payroll processes. As such, they must know how tax filing works, including for expat employees.

Read More Here Is How to Avoid Double Taxation With Your HRContinue

"Tax Audit" handwritten on business accounting documents
Expat Tax Resolution

Ultimate Guide to IRS Tax Audit — Everything Expats Need to Know

ByRandall Brody May 17, 2022October 5, 2024

IRS tax audits can be daunting for inexperienced citizens. Learn about the IRS tax audit process and how you can adequately deal with them with this guide.

Read More Ultimate Guide to IRS Tax Audit — Everything Expats Need to KnowContinue

US dollar frozen in a block of ice
Expat Tax Resolution

4 Important Reasons the IRS Could Freeze Your Assets as an Expa

ByRandall Brody April 19, 2022October 5, 2024

Paying taxes is a duty, and the IRS can freeze your bank account for any unpaid tax debts. Learn about various other reasons the IRS could freeze your assets.

Read More 4 Important Reasons the IRS Could Freeze Your Assets as an ExpaContinue

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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
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    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • Retirement Abroad
      • Digital Nomads
      • Tax Filing 101
      • Entrepreneurs
      • Streamlined Filing Procedure
      • Proactive Planning
      • Should I Hire A Tax Professional
      • Individual
      • Small Business
      • Passport Revocation
      • Foreign Gift Tax
      • 7 IRS Secrets
      • Dreaded IRS Letter
      • 4 Tax Company Rip Offs to Avoid
      • 10 Costly Misconceptions
    • Country Expat Tax Guides
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
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