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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

IRS Notice CP21B for expats
Expat Tax Notices

IRS Notice CP21B: How to Get Your Tax Refund

ByRandall Brody September 27, 2023March 27, 2025

It’s that time of year once again when the mailbox delivers not just bills and flyers, but also the unexpected letters from the IRS….

Read More IRS Notice CP21B: How to Get Your Tax RefundContinue

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing
Expat Tax Forms

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing

ByRandall Brody September 27, 2023September 24, 2024

The IRS Form 1099-NEC, or  Nonemployee Compensation form, is a tax form that businesses use to report payments made to individuals who are not…

Read More Form 1099-NEC: Common Mistakes to Avoid for Error-Free FilingContinue

5 Important Tips for Gig Workers to Reduce IRS Audit Risk
FATCA for Expats

Ease Your Worry: 5 Important Tips for Gig Workers to Reduce IRS Audit Risk

ByRandall Brody September 20, 2023April 8, 2025

The transition from traditional employment to self-employment is becoming more common, with many workers now entering the gig economy. The IRS has taken notice…

Read More Ease Your Worry: 5 Important Tips for Gig Workers to Reduce IRS Audit RiskContinue

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble
Expat Tax Forms

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble

ByRandall Brody September 20, 2023October 5, 2024

Running a business involves many forms and paperwork, but there’s one thing you can’t afford to ignore – the IRS SS-4 form. While it’s…

Read More IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS TroubleContinue

IRS Notice CP49
Expat Tax Notices

IRS Notice CP49: How to Stop Refund Seizure – Don’t Panic!

ByRandall Brody September 13, 2023March 27, 2025

IRS Notice CP49 is a significant document that can land in your mailbox and may cause concern and confusion. If you’ve received this notice,…

Read More IRS Notice CP49: How to Stop Refund Seizure – Don’t Panic!Continue

How to Unlock Hidden Savings with Form 8829 for Expats
Expat Tax Forms

How to Unlock Hidden Savings with Form 8829 for Expats

ByRandall Brody September 6, 2023October 5, 2024

As a small business owner or self-employed individual, you’re entitled to various deductions that can significantly reduce your tax liability. One such valuable deduction…

Read More How to Unlock Hidden Savings with Form 8829 for ExpatsContinue

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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.

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.
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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.
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  • 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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  • 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

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  • 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.
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  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
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  • About Us
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