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Back Taxes Defined: What Happens When You Don’t File Your Tax Returns
Expat Tax Resolution | Expat Taxes

Back Taxes Defined: How to Overcome & Reasons Expats Need to File on Time

ByRandall Brody January 3, 2022October 5, 2024

Failure to file tax returns has serious consequences. Here’s a guide on back taxes and how you can settle your tax debt.

Read More Back Taxes Defined: How to Overcome & Reasons Expats Need to File on TimeContinue

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Expat Tax Resolution

7 Common Tax Resolution Methods to Fix Your IRS Issues

ByRandall Brody November 7, 2021October 6, 2024

Tax issues aren’t going to fix themselves. Here are seven tax resolution methods you can use whenever you find yourself in troubled waters with the IRS.

Read More 7 Common Tax Resolution Methods to Fix Your IRS IssuesContinue

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Expat Tax Resolution

How to Stop Making These 5 Tax Resolution Mistakes

ByRandall Brody October 14, 2021October 6, 2024

Many taxpayers commit costly tax filing and tax resolution mistakes every year. Here’s how you can avoid them.

Read More How to Stop Making These 5 Tax Resolution MistakesContinue

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Expat Tax Resolution

What Happens If You’re a Tax Noncompliant US Expat

ByRandall Brody June 15, 2021October 6, 2024

Tax noncompliance is a serious offense. Here are the possible consequences if you fail on your tax responsibilities, whether willfully or not.

Read More What Happens If You’re a Tax Noncompliant US ExpatContinue

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.

Read More Common Tax Mistakes U.S. Expats Should AvoidContinue

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Ready to Lead Exceptional Client Experiences?

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.
Apply Now

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
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    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
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    • 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
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