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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

The Best Money Saving Tax Deductions for Lawyers
Expat Taxes

Revealing: The Best Money Saving Tax Deductions for Lawyers You Can Claim Now

ByRandall Brody March 27, 2023September 24, 2024

Learn about the essential tax deductions for lawyers. Save money on your taxes while maintaining your legal compliance with the IRS.

Read More Revealing: The Best Money Saving Tax Deductions for Lawyers You Can Claim NowContinue

Realtor Tax Deductions
Expat Taxes

Realtor Tax Deductions: Ultimate Ways That Will Make You Save More on Taxes

ByRandall Brody March 7, 2023September 24, 2024

Realtors are some of the busiest professionals in the world. They juggle countless tasks, from marketing and networking to staging, listing, and closing deals….

Read More Realtor Tax Deductions: Ultimate Ways That Will Make You Save More on TaxesContinue

7 Tax Steps to Take When You Just Lost Your Job
Expat Taxes

7 Tax Steps You Need to Take Now When You Just Lost Your Job

ByRandall Brody February 8, 2023September 24, 2024

The hard truth is you are still required to file your taxes even if you’re unemployed, and this is due to taxable unemployment benefits and any other taxable income that you may have. Taxes and unemployment are connected. Here’s how.

Read More 7 Tax Steps You Need to Take Now When You Just Lost Your JobContinue

A Primer on How to Open A Business for Expat Entrepreneurs
Expat Business Taxes

A Guide on How to Open A Business for Expat Entrepreneurs

ByRandall Brody February 8, 2023October 5, 2024

Seeking opportunities and experiences in other countries is one of the reasons why expats thrive elsewhere. Countries with booming economies attract expat entrepreneurs, but it can be quite a daunting task, especially if you want to build a business from scratch.

Read More A Guide on How to Open A Business for Expat EntrepreneursContinue

6 Questions You Should Ask Your Tax Advisor
Expat Taxes

6 Questions You Should Ask Your Tax Advisor as an Expat

ByRandall Brody February 8, 2023October 5, 2024

The search for the right tax advisor can get confusing, especially if it’s your first time working with them. As a starting point, this article will be your guide on some sample questions you should ask your tax advisor.

Read More 6 Questions You Should Ask Your Tax Advisor as an ExpatContinue

4 Legitimate Ways to Boost Your Tax Refund
Expat Taxes

4 Guaranteed Ways to Boost Your Tax Refund

ByRandall Brody February 8, 2023September 24, 2024

While the tax refund for 2021 is already high, you can still utilize strategies to get a larger sum. Here are ways to take advantage of every possible tax break and minimize your tax liability. 

Read More 4 Guaranteed Ways to Boost Your Tax RefundContinue

old couple giving high fives while working on taxes
Expat Taxes

8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an Expat

ByRandall Brody February 8, 2023October 5, 2024

Don’t settle for your initial tax bill. Put in the extra effort by applying these expert tips to reduce taxable income, so you pay less taxes.

Read More 8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an ExpatContinue

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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.
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  • 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.
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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.
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
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us