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CP05A Notice guide for expats
Expat Tax Notices

CP05A Notice – Urgent Things You Need to Do to Claim Your Refund

ByRandall Brody July 4, 2023April 1, 2025

A dreaded letter from the IRS has arrived – a CP05A notice. Holding it in your hand,  your heart skips a beat, and countless…

Read More CP05A Notice – Urgent Things You Need to Do to Claim Your RefundContinue

How to Best Avoid Paying Taxes as an Independent Expat Contractor
Expat Self-Employment Taxes | Expat Taxes

How to Best Avoid Paying Taxes as an Independent Expat Contractor

ByRandall Brody July 4, 2023October 5, 2024

Being an independent contractor comes with numerous benefits, such as flexible schedules and greater control over your work. However, it also entails additional responsibilities,…

Read More How to Best Avoid Paying Taxes as an Independent Expat ContractorContinue

Practical Reasons That Will Make You Want to Work with a Tax Resolution Service Firm
Expat Tax Resolution

Practical Reasons That Will Make You Want to Work with a Tax Resolution Service Firm

ByRandall Brody June 30, 2023October 5, 2024

Dealing with tax issues can be overwhelming and stressful. Whether it’s a debt or a notice from the IRS, being in financial trouble is…

Read More Practical Reasons That Will Make You Want to Work with a Tax Resolution Service FirmContinue

Expat Tax Resolution

Potential Tax Resolution Strategies: How To Make Tax Payments Affordable

ByRandall Brody June 14, 2023September 24, 2024

Receiving a letter from the IRS can be an incredibly intimidating experience for taxpayers. Unlike many other government agencies, the IRS has the authority…

Read More Potential Tax Resolution Strategies: How To Make Tax Payments AffordableContinue

The Most Popular Homeowners Tax Deductions Expats Need to Know
Foreign Earned Income Exclusion

The Most Popular Homeowners Tax Deductions Expats Need to Know

ByRandall Brody June 2, 2023October 5, 2024

Owning a home can be expensive. While it is a valuable investment for building wealth, it comes with its fair share of challenges. With…

Read More The Most Popular Homeowners Tax Deductions Expats Need to KnowContinue

Sick and Tired of Your Tax Problem? Here Is How to Gain Peace of Mind With Tax Resolution Services
Expat Tax Resolution

Sick and Tired of Your Tax Problem? Here Is How to Gain Peace of Mind With Tax Resolution Services

ByRandall Brody May 15, 2023September 24, 2024

Dealing with the IRS can be a complete nightmare. If you owe back taxes, it may feel like an insurmountable burden that you will…

Read More Sick and Tired of Your Tax Problem? Here Is How to Gain Peace of Mind With Tax Resolution ServicesContinue

Here Is How To File Your Taxes When One Spouse Owns a Business – Expat Guide
Expat Business Taxes

Here Is How To File Your Taxes When One Spouse Owns a Business – Expat Guide

ByRandall Brody May 15, 2023October 5, 2024

Filing taxes can be overwhelming, especially for married couples when one spouse is a business owner. When tax season comes, couples must make a…

Read More Here Is How To File Your Taxes When One Spouse Owns a Business – Expat GuideContinue

Tax form is stamped reject
Expat Tax Resolution | Expat Taxes

Practical Ways To Avoid Getting Your Tax Return Rejected

ByRandall Brody April 26, 2023October 5, 2024

The tax season can be a stressful time for many people, and the last thing anyone wants is to receive a rejected tax return….

Read More Practical Ways To Avoid Getting Your Tax Return RejectedContinue

Dentist Tax Deduction Checklist
Expat Taxes

Dentist Tax Deduction Checklist – The Best Ways to Save A Sizable Amount of Money on Taxes and Increase Your Profit

ByRandall Brody April 4, 2023September 24, 2024

Dentist Tax Deduction Checklist

Read More Dentist Tax Deduction Checklist – The Best Ways to Save A Sizable Amount of Money on Taxes and Increase Your ProfitContinue

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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.
  • 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
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