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Charitable Donations Tax Deductions
Expat Tax Forms

Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax Deductions

ByRandall Brody November 20, 2023October 5, 2024

Supporting charities can be immensely rewarding, not just for the positive impact it has on communities and causes but also for the potential tax…

Read More Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax DeductionsContinue

Expat Tax Resolution

Serious Tax Debts Can Put U.S. Passports in Jeopardy, Tax Resolution Expert Warns

ByRandall Brody November 14, 2023September 24, 2024

LAS VEGAS – Oct. 18, 2023 – U.S. residents who owe more than $59,000 in back taxes and are planning to travel abroad should…

Read More Serious Tax Debts Can Put U.S. Passports in Jeopardy, Tax Resolution Expert WarnsContinue

Self-Employment Taxes for Expat: How To Make Your Tax Filing a Breeze
Expat Self-Employment Taxes

Self-Employment Taxes for Expat: How To Make Your Tax Filing a Breeze

ByRandall Brody November 7, 2023October 5, 2024

Self-employment offers freedom and flexibility, but it also comes with a big challenge when tax season rolls around. Unlike regular employees who have taxes…

Read More Self-Employment Taxes for Expat: How To Make Your Tax Filing a BreezeContinue

tax pitfalls expats should avoid
Expat Taxes

10 Surefire Tax Pitfalls That Invite IRS Trouble: How to Avoid?

ByRandall Brody October 20, 2023March 20, 2025

Paying taxes is a civic responsibility that every hardworking American encounters. Yet, the intricate maze of tax regulations can often lead individuals into IRS…

Read More 10 Surefire Tax Pitfalls That Invite IRS Trouble: How to Avoid?Continue

Cancellation of Debt Form
Expat Tax Forms

Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt Form

ByRandall Brody October 20, 2023October 5, 2024

Borrowing money through credit cards or loans can offer financial relief and opportunities. But what happens when you can’t repay that debt? In such…

Read More Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt FormContinue

IRS Substitute for Return for expats
Expat Taxes

IRS Substitute for Return: Reasons Why Unfiled Taxes Are  Disastrous

ByRandall Brody October 13, 2023March 20, 2025

Filing taxes is a responsibility that none of us can escape, yet thousands of taxpayers find themselves in a difficult situation every year.  They…

Read More IRS Substitute for Return: Reasons Why Unfiled Taxes Are  DisastrousContinue

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats
Foreign Tax Credit And Treaties

Is the American Opportunity Tax Credit Actually Refundable? A Guide for Expats

ByRandall Brody October 13, 2023October 5, 2024

If you’re pursuing higher education or helping a loved one in college, you’ve likely heard of various tax credits and deductions designed to ease…

Read More Is the American Opportunity Tax Credit Actually Refundable? A Guide for ExpatsContinue

Form 1099-MISC: Urgent Reasons Expats Need To File
Expat Tax Forms

Form 1099-MISC: Urgent Reasons Expats Need To File

ByRandall Brody October 6, 2023October 5, 2024

Form 1099-MISC, also known as Miscellaneous Information, is an IRS form used for specific types of miscellaneous income paid to individuals or entities. This…

Read More Form 1099-MISC: Urgent Reasons Expats Need To FileContinue

IRS CP22a Notice for expats
Expat Tax Notices

IRS CP22a Notice: How to Pay a Whopping Tax Debt

ByRandall Brody October 6, 2023March 20, 2025

If you’ve received a notice from the IRS, it’s essential to understand what it means and what steps you should take. If you ended…

Read More IRS CP22a Notice: How to Pay a Whopping Tax DebtContinue

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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.

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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.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • 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.
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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.
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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.
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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