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How to Avoid Expensive Tax Bill - Guide for expats
FATCA for Expats

How to Avoid Expensive Tax Bill in 3 Easy Ways

ByRandall Brody April 23, 2025April 23, 2025

Tax season can be a time of great anticipation for millions of Americans who dream of a big refund check. However, this year, many…

Read More How to Avoid Expensive Tax Bill in 3 Easy WaysContinue

Owe Payroll Taxes
Expat Business Taxes

Owe Payroll Taxes? Expert’s Advice You Need to Know

ByRandall Brody April 23, 2025April 23, 2025

As a small business owner, paying your employees’ payroll taxes is crucial to running your business. Unfortunately, sometimes money is tight, and small business…

Read More Owe Payroll Taxes? Expert’s Advice You Need to KnowContinue

how to prepare for a tax audit
Expat Tax Resolution

3 Practical Ways to Overcome Tax Audit Nightmare

ByRandall Brody April 23, 2025April 23, 2025

Tax audits can be a nerve-wracking experience for many taxpayers, especially if you’re unsure of the process and what to expect. The IRS’s main…

Read More 3 Practical Ways to Overcome Tax Audit NightmareContinue

How to Avoid an Unexpected Tax Bill
Expat Taxes

How to Avoid an Unexpected Tax Bill in 5 Ways – Expats Guide

ByRandall Brody April 23, 2025April 23, 2025

It’s tax filing season again, and countless hardworking Americans eagerly anticipate their big refund checks. Unfortunately, many may not receive what they hope for…

Read More How to Avoid an Unexpected Tax Bill in 5 Ways – Expats GuideContinue

IRS Form 8919
Expat Tax Forms

IRS Form 8919 — How to Report Uncollected Taxes Due To Misclassification

ByRandall Brody April 23, 2025April 23, 2025

What is Form 8919 The IRS Form 8919, or Uncollected Social Security and Medicare Tax on Wages, is an important document utilized by employed…

Read More IRS Form 8919 — How to Report Uncollected Taxes Due To MisclassificationContinue

Pros and Cons of Filing for Bankruptcy
Expat Business Taxes

Pros and Cons of Filing for Bankruptcy You Need to Know About

ByRandall Brody April 22, 2025April 23, 2025

When you’re struggling with significant debt and feeling like there’s no way out, the option of filing for bankruptcy may seem attractive – but…

Read More Pros and Cons of Filing for Bankruptcy You Need to Know AboutContinue

can you get a passport if you owe taxes
Expat Tax Resolution

Can You Get a Passport if You Owe Taxes? Urgent Info You Need To Know

ByRandall Brody April 22, 2025April 22, 2025

If you’re planning to travel overseas, it’s essential to have all the necessary documentation sorted out. One crucial document you’ll need is your passport….

Read More Can You Get a Passport if You Owe Taxes? Urgent Info You Need To KnowContinue

Can You Have Two Installment Agreements With the IRS?
Expat Tax Resolution

Can You Have Two Installment Agreements With the IRS? Here’s the Truth

ByRandall Brody April 21, 2025April 22, 2025

When it comes to paying taxes, it’s not uncommon to struggle to pay the total amount owed. In such cases, the IRS offers several…

Read More Can You Have Two Installment Agreements With the IRS? Here’s the TruthContinue

Trucker Tax Deductions
FATCA for Expats

10 Most Popular Trucker Tax Deductions You Need To Know

ByRandall Brody April 21, 2025April 22, 2025

As one of the backbones of our nation’s supply chain, truck drivers play a vital role in keeping our economy moving. They transport everything…

Read More 10 Most Popular Trucker Tax Deductions You Need To KnowContinue

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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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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
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  • Get Started
  • Resources
    • FAQ
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