Basic Client Intake Form

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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.

Basic Client Intake Form

Pre-Work (Retention Client)

Taxpayer Info

Mailing Info

Passions & Interests

Quick Links

Company

Subscribe to our Newsletter for latest news.

Pre-Work (Retention Client)

Taxpayer Info

Mailing Info

Passions & Interests

Quick Links

Company

Subscribe to our Newsletter for latest news.

Ready to Lead Exceptional Client Experiences?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies

Ready to Deliver Transformational Client Success?

About Us:

Position Summary

What You’ll Do:

Why Join Us?

Qualifications, Skills, and Core Competencies