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Wedding rings on top of an income tax return.
Expat Taxes

Urgent Things You Need to Know About Filing Taxes When Married to a Foreign Spouse

ByRandall Brody September 1, 2022October 5, 2024

Getting married is a commitment that brings you a forever partner not only in life but also in taxes. Learn how to file taxes with a foreign spouse.

Read More Urgent Things You Need to Know About Filing Taxes When Married to a Foreign SpouseContinue

How Does U.S. Tax Law Work with Immigration
Expat Taxes

How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know Now

ByRandall Brody March 24, 2022September 24, 2024

Immigration tax can be tricky if you don’t know how to process it or who to ask for help. Read on to learn how U.S. tax law works with immigration.

Read More How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know NowContinue

7 Tax Filing Tips for Digital Nomads
Expat Self-Employment Taxes | Expat Taxes

7 Important Tax Filing Tips Expat Digital Nomads Need To Know

ByRandall Brody February 2, 2022October 5, 2024

Just as tax filing can be overwhelming for U.S. expats, it’s the same for digital nomads. Here are some tips and tricks to help you with your digital nomad tax responsibilities.

Read More 7 Important Tax Filing Tips Expat Digital Nomads Need To KnowContinue

6 Steps to Determine Your Tax Residency Status
Expat Taxes

6 Steps for Expats to Determine Your Tax Residency Status

ByRandall Brody November 5, 2021October 6, 2024

Knowing your tax residency status will help determine your tax rates and benefits available to you. Keep reading to understand how tax residency status is determined and the steps to know your tax residency status.

Read More 6 Steps for Expats to Determine Your Tax Residency StatusContinue

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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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