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IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return
Expat Tax Forms

IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return

ByRandall Brody January 12, 2024October 5, 2024

Tax filing can be a perplexing time for many Americans, and sometimes, despite your best efforts, mistakes happen. If you’ve filed your taxes and…

Read More IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed ReturnContinue

Signs You Need to Consult a Tax Resolution Professional
FATCA for Expats

Urgent Signs You Need to Consult a Tax Resolution Professional

ByRandall Brody January 4, 2024March 20, 2025

Dealing with tax-related issues can be overwhelming, especially when faced with IRS problems or significant tax debt. If you are in such a situation,…

Read More Urgent Signs You Need to Consult a Tax Resolution ProfessionalContinue

Gambling Loss Audit
Expat Taxes

Gambling Loss Audit: Here Is How to Avoid

ByRandall Brody January 4, 2024March 20, 2025

Gambling can be super exciting, whether it’s at a casino, racetrack, or even online. We all dream of hitting the jackpot and striking it…

Read More Gambling Loss Audit: Here Is How to AvoidContinue

5 Common IRS Frustrations: Reasons NOT to Deal with the IRS Alone
Expat Taxes

5 Common IRS Frustrations: Reasons NOT to Deal with the IRS Alone

ByRandall Brody January 4, 2024March 20, 2025

Dealing with the IRS alone can be an overwhelming and frustrating experience, especially when you find yourself facing a significant amount of tax debt….

Read More 5 Common IRS Frustrations: Reasons NOT to Deal with the IRS AloneContinue

Expat Self-Employment Taxes

The Peril of Ignoring Estimated Quarterly Tax Payments for Expats

ByRandall Brody January 4, 2024April 1, 2025

If you’re a freelancer or small business owner, the danger of neglecting estimated quarterly tax payments looms large over your financial stability. When you’re…

Read More The Peril of Ignoring Estimated Quarterly Tax Payments for ExpatsContinue

Bankruptcy and Home Ownership
Expat Tax Resolution

Bankruptcy and Home Ownership: How to Secure Home Amid Bankruptcy

ByRandall Brody December 14, 2023March 20, 2025

Facing financial difficulties can be a tough journey, and for some, it may lead to considering bankruptcy as a way out. If you’re a…

Read More Bankruptcy and Home Ownership: How to Secure Home Amid BankruptcyContinue

Expat Tax Resolution | Expat Taxes

Identity Theft IRS Letters: What to Do When You Become a Victim

ByRandall Brody December 14, 2023October 5, 2024

Identity theft is a growing concern in our digital age, affecting thousands of Americans each year. In fact, during the 2023 tax season, the…

Read More Identity Theft IRS Letters: What to Do When You Become a VictimContinue

Capital Gain Tax for Expats
Expat Taxes

Capital Gain Tax: How to Secure the Lowest Rates

ByRandall Brody December 5, 2023March 20, 2025

Most possessions you own, whether used for personal or investment purposes, are considered capital assets. These may include your home, vehicle, furniture, jewelry, and…

Read More Capital Gain Tax: How to Secure the Lowest RatesContinue

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)
Expat Taxes

New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)

ByRandall Brody December 5, 2023September 24, 2024

As the new year begins, so does the countdown to the new tax season. When January rolls around, we’ll all dig through receipts and…

Read More New Tax Bracket for 2024 (Plus Tips on How to Make Your Taxable Income Low)Continue

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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.
Apply Now

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