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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

how to rebuild your credit score for expats
Expat Tax Resolution

How to Rebuild Your Credit Score after Bankruptcy in 7 Ways

ByRandall Brody September 6, 2023April 1, 2025

Bankruptcy can be a challenging and emotionally taxing experience. It’s a decision that’s often taken as a last resort to regain control over one’s…

Read More How to Rebuild Your Credit Score after Bankruptcy in 7 WaysContinue

Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To Know
Expat Business Taxes

Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To Know

ByRandall Brody August 24, 2023October 5, 2024

As a  business owner, one of the most important financial responsibilities you will face is filing taxes. If you are running a Limited Liability…

Read More Can I File My LLC And Personal Taxes Separately? Practical Info Expats Need To KnowContinue

IRS Lock-in Letter: How to Handle It if You Receive One?
Expat Tax Resolution | Expat Taxes

IRS Lock-in Letter: How to Handle It if You Receive One?

ByRandall Brody August 15, 2023October 5, 2024

Getting a letter from the IRS can make anyone worry, but one type of letter called the “Lock-in letter” might not be familiar. This…

Read More IRS Lock-in Letter: How to Handle It if You Receive One?Continue

IRS Negligence Penalty expat guide
Expat Tax Resolution

IRS Negligence Penalty: How to Avoid Falling Victim to It

ByRandall Brody August 15, 2023April 1, 2025

Illustration depicting a roadsign with a IRS negligence concept. Sky background.

Read More IRS Negligence Penalty: How to Avoid Falling Victim to ItContinue

Top 10 Expat Resource Directories and the Reasons Why They Are Essential for Expatriates
Expat Taxes

Top 10 Expat Resource Directories and the Reasons Why They Are Essential for Expatriates

ByRandall Brody August 3, 2023September 24, 2024

Moving to a foreign country as an expatriate can be an exciting yet challenging experience. The challenges of adjusting to a new culture, overcoming…

Read More Top 10 Expat Resource Directories and the Reasons Why They Are Essential for ExpatriatesContinue

IRS Bank Account Levy guide for expats
Expat Tax Resolution

IRS Bank Account Levy – What Do You Need To Do Now?

ByRandall Brody August 3, 2023April 1, 2025

If you have a long overdue tax debt, your bank account may be at risk of being levied by the IRS. An IRS bank…

Read More IRS Bank Account Levy – What Do You Need To Do Now?Continue

5 Reasons to Hire a Tax Resolution Professional
Expat Tax Resolution

Why You Need to Hire a Tax Resolution Professional

ByRandall Brody July 31, 2023April 1, 2025

Dealing with tax issues can be a real challenge, leaving you feeling overwhelmed and stressed. If you’re in conflict with the IRS or facing…

Read More Why You Need to Hire a Tax Resolution ProfessionalContinue

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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Tax Samaritan 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
    • 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
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    • Expat Tax Articles
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  • Media Room
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