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Tax Samaritan Blog

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  • How to File U.S. Taxes as an Expat English Teacher 
    Expat Taxes | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

    How to File U.S. Taxes as an Expat English Teacher 

    ByRandall Brody August 16, 2024July 29, 2025

    When you choose to live and teach outside the United States, you are sure to have a lot of unique experiences that aren’t available…

    Read More How to File U.S. Taxes as an Expat English Teacher Continue

  • FATCA Filing for Expats
    FATCA for Expats

    FATCA Filing – A Guide for Reporting Foreign Assets for Expats

    ByRandall Brody August 16, 2024July 29, 2025

    If your foreign financial assets total exceeds the reporting threshold based on your filing status and whether you live in or outside of the U.S., FATCA reporting requirements will apply. This means that you will need to report applicable assets on Form 8938 along with your income tax return.

    Read More FATCA Filing – A Guide for Reporting Foreign Assets for ExpatsContinue

  • Online Tax Preparation for expats
    Expat Taxes

    Online Tax Preparation – Should I Self-Prepare My Return?

    ByRandall Brody August 6, 2024July 29, 2025

    Online tax preparation has become increasingly popular among taxpayers who prefer the convenience and cost-effectiveness of filing their returns themselves. The appeal of using…

    Read More Online Tax Preparation – Should I Self-Prepare My Return?Continue

  • expat tax deductions
    Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

    The Most Common Expat Tax Deductions

    ByRandall Brody August 6, 2024July 29, 2025

    Paying more taxes than you should is no one’s favorite. Whether you’re a typical taxpayer or an expat, learn how tax deductions can benefit you in this article.

    Read More The Most Common Expat Tax DeductionsContinue

  • IRS 1042-S Form
    Expat Tax Forms

    IRS 1042-S Form – Reporting Amounts Paid to Foreign Persons

    ByRandall Brody July 25, 2024July 29, 2025

    U.S. tax laws are hard enough for Americans to understand. They become even more challenging for non-residents who earn income from U.S. sources and…

    Read More IRS 1042-S Form – Reporting Amounts Paid to Foreign PersonsContinue

  • Nonresident Tax Return
    Expat Taxes

    The Ultimate Guide to Filing Your Non-Resident Tax Return

    ByRandall Brody July 19, 2024July 29, 2025

    The American tax code is one of the most complex systems in the world. Each year, anyone who has earned income in the U.S….

    Read More The Ultimate Guide to Filing Your Non-Resident Tax ReturnContinue

  • Form 5471 for expats with foreign corporations
    Expat Business Taxes | Expat Tax Forms

    How to File Form 5471 for U.S. Expats with Foreign Corporations

    ByRandall Brody July 15, 2024July 29, 2025

    If you are a U.S. citizen or resident involved with a foreign corporation, you may need to file IRS Form 5471, even if the…

    Read More How to File Form 5471 for U.S. Expats with Foreign CorporationsContinue

  • Foreign Earned Income Exclusion (FEIE) questions
    Foreign Earned Income Exclusion

    Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax Experts

    ByRandall Brody July 15, 2024July 29, 2025

    Living and working abroad as a U.S. citizen or resident alien means your worldwide income is subject to U.S. taxation. This can lead to…

    Read More Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax ExpertsContinue

  • Foreign Tax Credits
    Foreign Tax Credit And Treaties

    The Foreign Tax Credit: An Ultimate Guide for U.S. Expats

    ByRandall Brody July 12, 2024July 29, 2025

    The United States taxes its citizens and residents on their worldwide income, regardless of where they live. This means that even if you’re living…

    Read More The Foreign Tax Credit: An Ultimate Guide for U.S. 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
    • Careers
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive Tax Planning
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • 2026 US Taxes for Expats
      • 2026 Foreign Asset and Account Reporting
      • Late Filing Amnesty Program
      • Proactive Planning
    • 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