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Tax Samaritan Blog

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  • IRS Form 2210 expat guide
    Expat Tax Forms

    IRS Form 2210: How to Eliminate Underpayment Tax Penalties

    ByRandall Brody August 11, 2025August 15, 2025

    The IRS expects you to pay taxes throughout the year, not just at filing time. If you miss a quarterly payment or fall short…

    Read More IRS Form 2210: How to Eliminate Underpayment Tax PenaltiesContinue

  • IRS Form 843 for expats
    Expat Tax Forms

    IRS Form 843 – How To Request Abatement & Refund for Expats

    ByRandall Brody August 11, 2025August 11, 2025

    Mistakes happen, even with the IRS. If you’ve been wrongly hit with a penalty or interest, IRS Form 843 can offer relief. As a…

    Read More IRS Form 843 – How To Request Abatement & Refund for ExpatsContinue

  • Advanced Tax Strategies for High-Net-Worth Business Owners
    Expat Business Taxes

    Advanced Tax Strategies for High-Net-Worth Business Owners

    ByRandall Brody July 24, 2025July 29, 2025

    When your income grows, so does your tax bill. As a high-net-worth business owner, you’re dealing with more than just higher rates. You’re also…

    Read More Advanced Tax Strategies for High-Net-Worth Business OwnersContinue

  • Form 8821 for Expats
    Expat Tax Forms

    Form 8821: How to Fill Out and When to Use for Expats

    ByRandall Brody July 24, 2025July 29, 2025

    When you’re abroad, it’s not always practical to handle your taxes on your own. You’re dealing with time zone differences, slow mail delivery, and…

    Read More Form 8821: How to Fill Out and When to Use for ExpatsContinue

  • Form 2848 Power of Attorney for Expats
    Expat Tax Forms

    Form 2848 — Complete Guide to Filing IRS Power of Attorney for Expats

    ByRandall Brody July 14, 2025July 29, 2025

    If you ever need someone to handle your tax issues with the IRS, Form 2848 gives you the power to do just that. This…

    Read More Form 2848 — Complete Guide to Filing IRS Power of Attorney for ExpatsContinue

  • IRS Fresh Start Program for expats
    Expat Tax Resolution

    A Complete Guide to the IRS Fresh Start Program 2025

    ByRandall Brody July 11, 2025July 29, 2025

    When you live abroad, it’s easy to fall out of compliance with IRS tax laws. One of the programs designed to help taxpayers get…

    Read More A Complete Guide to the IRS Fresh Start Program 2025Continue

  • Tax Advantages of Life Insurance Retirement Plan (LIRP)
    Expat Wealth Management | Retirement Abroad

    3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

    ByXandra Bacuetes May 27, 2025July 29, 2025

    When you think about retirement planning, life insurance probably isn’t the first thing that comes to mind. But if you’re looking for more tax-efficient…

    Read More 3 Tax Advantages of Life Insurance Retirement Plan (LIRP)Continue

  • Common and Industry-Specific Tax Deductions for Small Businesses
    Expat Business Taxes

    Common and Industry-Specific Tax Deductions for Small Businesses

    ByXandra Bacuetes May 23, 2025July 29, 2025

    Tax season shows up fast when you’re busy running a business. You’re focused on keeping things moving—bringing in work, paying bills, maybe even hiring…

    Read More Common and Industry-Specific Tax Deductions for Small BusinessesContinue

  • Solo 401(k) Plan for Self-Employed Expats
    Expat Business Taxes | Retirement Abroad

    Solo 401(k) Retirement Plan for Self-Employed Expats

    ByRandall Brody May 4, 2025July 29, 2025

    Many Americans living and working abroad don’t realize they can still use U.S. retirement plans to save for the future. If you’re self-employed and…

    Read More Solo 401(k) Retirement Plan for Self-Employed ExpatsContinue

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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
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office Team
    • Our Clients
    • Global Impact
      • Making A Difference
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • 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