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Tax Samaritan Blog

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  • FBAR Filing for expats
    FBAR For Expats

    FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. Expats

    ByRandall Brody July 12, 2024July 29, 2025

    For U.S. expats, managing tax obligations can be particularly challenging, especially when it involves foreign financial accounts. The Foreign Bank and Financial Accounts Report…

    Read More FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. ExpatsContinue

  • How to Report Profit or Loss from Business with Schedule C for Expats
    Expat Business Taxes | Expat Self-Employment Taxes | Expat Tax Forms

    How to Report Profit or Loss from Business with Schedule C for Expats

    ByRandall Brody June 24, 2024July 29, 2025

    Running a business involves managing a packed schedule. Tax season adds to the workload with extra paperwork. If you’re among the ten percent of…

    Read More How to Report Profit or Loss from Business with Schedule C for ExpatsContinue

  • W-4
    Expat Tax Forms

    How to File the New IRS Form W-4 for Expats

    ByRandall Brody June 11, 2024July 29, 2025

    If you’ve ever started a new job, you’ve probably filled out an IRS Form W-4 or the Employee’s Withholding Certificate. It’s a document that…

    Read More How to File the New IRS Form W-4 for ExpatsContinue

  • 4 Ways to Remove Federal Tax Liens
    Expat Tax Resolution

    4 Ways to Remove Federal Tax Liens

    ByRandall Brody May 22, 2024July 29, 2025

    Tax liens are more than just a hassle – they’re a serious threat that can disrupt your life and finances. Imagine waking up one…

    Read More 4 Ways to Remove Federal Tax LiensContinue

  • IRS Notice 5071C - Taxpayer Identity Verification Request
    Expat Tax Notices

    How to Handle IRS Notice 5071C – Taxpayer Identity Verification Request

    ByRandall Brody May 22, 2024July 29, 2025

    It’s tax season again, and while taxpayers are busy filing returns, scammers are working hard to steal information. Identity theft affects 1 in 3…

    Read More How to Handle IRS Notice 5071C – Taxpayer Identity Verification RequestContinue

  • How the IRS CP01A Notice Protects Expats from Identity Theft
    Expat Tax Notices

    How the IRS CP01A Notice Protects Expats from Identity Theft

    ByRandall Brody May 17, 2024July 29, 2025

    Taxpayers often feel scared when they receive a notice from the IRS. It’s normal to panic. But not all letters are a cause for…

    Read More How the IRS CP01A Notice Protects Expats from Identity TheftContinue

  • How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats
    Expat Tax Forms

    How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats

    ByRandall Brody May 17, 2024July 29, 2025

    Despite the rise of electronic payments, cash transactions persist in business. While they offer convenience, they present challenges during tax preparation. The IRS is…

    Read More How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for ExpatsContinue

  • Can I Go to Jail for Not Paying or Filing My Taxes?
    Expat Tax Resolution

    Can I Go to Jail for Not Paying or Filing My Taxes?

    ByRandall Brody May 2, 2024October 10, 2025

    You’ve been juggling work, family, and life’s demands. You’re too busy to do your taxes, so you thought of doing them next year instead….

    Read More Can I Go to Jail for Not Paying or Filing My Taxes?Continue

  • Tax Debt and Pension
    Expat Tax Resolution

    Owe a Sizable Tax Debt? Your Pension Could Be in Jeopardy

    ByRandall Brody March 19, 2024October 10, 2025

    Here’s one of the most frequent questions people ask me about back taxes.  “Can the IRS garnish my pension to compensate for back taxes?”…

    Read More Owe a Sizable Tax Debt? Your Pension Could Be in JeopardyContinue

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Ready to Lead Exceptional Client Experiences?

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
    • 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