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Expat Taxes

Here’s How Expats Can Determine Their US Tax Bracket

ByRandall Brody October 18, 2021October 6, 2024

Tax brackets are important when you calculate your taxes, so it’s best that you understand what they are. Here’s a quick guide on how you can find your bracket.

Read More Here’s How Expats Can Determine Their US Tax BracketContinue

Tax Filing 101 for U.S. Expats Living Abroad
Expat Taxes

Tax Filing 101 for U.S. Expats Living Abroad

ByRandall Brody March 23, 2021October 6, 2024

This guide will discuss 10 things every expat should know when tax filing. Need help settling your liabilities? Contact us for expat tax preparation services.

Read More Tax Filing 101 for U.S. Expats Living AbroadContinue

Common Tax Mistakes U.S. Expats Should Avoid
Expat Taxes | FATCA for Expats

Common Tax Mistakes U.S. Expats Should Avoid

ByRandall Brody March 9, 2021October 6, 2024

Taxes can be confusing, but you still need to file them even if you live abroad. Here are the most common tax mistakes U.S. expats make and how to avoid them.

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Why Filing Taxes Is So Complicated—Especially for U.S. Expats
Expat Taxes | FATCA for Expats

Why Filing Taxes Is So Complicated for U.S. Expats

ByRandall Brody March 9, 2021October 6, 2024

As an American citizen living and working abroad, the complicated task of filing taxes can be on a whole ‘nother level.

Read More Why Filing Taxes Is So Complicated for U.S. ExpatsContinue

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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.
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  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
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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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