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Tax Samaritan Blog

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  • Injured Spouse Relief
    Expat Tax Forms | Expat Tax Resolution

    How to Recover Your Refund with Injured Spouse Relief

    ByRandall Brody October 20, 2025October 20, 2025

    Losing part or all of your tax refund because of your spouse’s debts can be frustrating, especially when you’re not legally responsible for them….

    Read More How to Recover Your Refund with Injured Spouse ReliefContinue

  • IRS Form 9423 and the Collection Appeals Program For Expats
    Expat Tax Forms | Expat Tax Resolution

    IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection Action

    ByRandall Brody October 20, 2025October 20, 2025

    Falling behind on taxes can quickly become a stressful situation. The IRS doesn’t wait long before sending reminders about your unpaid balance. If those…

    Read More IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection ActionContinue

  • How to Declare Bankruptcy When You Are in a Foreign Country
    Expat Tax Resolution

    How to Declare Bankruptcy as a US Expat in a Foreign Country

    ByRandall Brody October 16, 2025October 16, 2025

    Filing for bankruptcy may be a great way to get more breathing room, but it’s important to note the consequences that come with it. Failure to approach things with care can make your financial situation a lot harder, so having a clear strategy is a must. To help you out, this article will explain how you can declare bankruptcy if you are an expat in a foreign country.

    Read More How to Declare Bankruptcy as a US Expat in a Foreign CountryContinue

  • APPEAL with a judge's gavel and scales of justice in the background
    Expat Tax Resolution

    How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips Here

    ByRandall Brody October 8, 2025October 8, 2025

    Writing a Letter of Appeal to the IRS can help resolve tax concerns. This article discusses taxpayers’ rights and tackles the steps on how to write an appeal.

    Read More How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips HereContinue

  • Catch-Up Contributions
    Retirement Abroad

    Catch-Up Contributions: A Powerful Way to Boost Retirement Savings

    ByRandall Brody October 6, 2025October 6, 2025

    When you approach retirement age, saving becomes one of your top priorities. By age 50, you should have saved about six times your annual…

    Read More Catch-Up Contributions: A Powerful Way to Boost Retirement SavingsContinue

  • irs audit without receipt
    Expat Tax Resolution

    What Happens If You Get Audited and Don’t Have Receipts? 

    ByRandall Brody October 2, 2025October 2, 2025

    Most taxpayers, if not all, dread a tax audit. The IRS conducts an audit to ensure that the information on your tax return matches…

    Read More What Happens If You Get Audited and Don’t Have Receipts? Continue

  • Ultimate Guide to IRS Tax Audit Expat
    Expat Tax Resolution

    Ultimate Guide to IRS Tax Audit — Everything Expats Need to Know

    ByRandall Brody October 1, 2025October 2, 2025

    IRS tax audits can be daunting for inexperienced citizens. Learn about the IRS tax audit process and how you can adequately deal with them with this guide.

    Read More Ultimate Guide to IRS Tax Audit — Everything Expats Need to KnowContinue

  • Form 8621 Filing (PFIC) For Expats
    Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

    Form 8621 Filing (PFIC) – Practical Information For Expats

    ByRandall Brody September 26, 2025September 26, 2025

    If you invest overseas, chances are you’ve come across foreign mutual funds or ETFs. For U.S. tax purposes, many of these investments are treated…

    Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

  • IRS Form 433-F expat guide
    Expat Tax Forms

    IRS Form 433-F – How To Prepare Collection Information Statement

    ByRandall Brody September 26, 2025September 26, 2025

    What Is Form 433-F Used For? If you are in a situation where you owe money for tax debts, and you need to work…

    Read More IRS Form 433-F – How To Prepare Collection Information StatementContinue

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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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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
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office Team
    • Our Clients
    • Global Impact
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive Tax Planning
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring 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
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us