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  • Tax Evasion vs Tax Avoidance: Everything Expats Need To Know
    Expat Tax Resolution | Expat Taxes

    Tax Evasion vs Tax Avoidance: Everything Expats Need To Know

    ByRandall Brody March 19, 2024July 29, 2025

    Taxpayers often get confused with the terms tax avoidance and tax evasion. While they both involve reducing your tax burden, they have different meanings…

    Read More Tax Evasion vs Tax Avoidance: Everything Expats Need To KnowContinue

  • IRS CP59 Notice
    Expat Tax Notices

    How to Respond to IRS CP59 Notice

    ByRandall Brody March 19, 2024October 15, 2025

    If you’ve been neglecting your obligation to file your U.S. tax returns, you will likely receive an IRS CP59 notice. Receiving the letter requires…

    Read More How to Respond to IRS CP59 NoticeContinue

  • Ignorance: A Flimsy Excuse for Not Filing FBARS
    FBAR For Expats

    Ignorance: A Flimsy Excuse for Not Filing FBARS

    ByRandall Brody February 7, 2024July 29, 2025

    Here’s one of the most frequent questions people ask me about  Foreign Bank Account Reports (FBARs). ‘‘I recently learned about the need to file…

    Read More Ignorance: A Flimsy Excuse for Not Filing FBARSContinue

  • Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 
    Expat Taxes | Expat Wealth Management | Retirement Abroad

    Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 

    ByRandall Brody February 2, 2024July 29, 2025

    Here’s one of the most frequently asked questions I receive about 401(K) withdrawal. ”I recently lost my job, and unfortunately, I don’t have an…

    Read More Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early Continue

  • Expat Taxes

    Military Expat Spouse Tax Filing Challenges: Answers to FAQs

    ByRandall Brody February 2, 2024July 29, 2025

    The unique demands of military jobs pose challenges for military spouses, especially with the frequent relocations they face.  These challenges include adapting to new…

    Read More Military Expat Spouse Tax Filing Challenges: Answers to FAQsContinue

  • IRS Form 944: How to File When Your Business Owes Less
    Expat Business Taxes | Expat Tax Forms

    IRS Form 944: How to File When Your Business Owes Less

    ByRandall Brody January 25, 2024July 29, 2025

    When it comes to running a business, staying on top of your tax responsibilities is crucial. If you’re a small-scale employer, chances are you…

    Read More IRS Form 944: How to File When Your Business Owes LessContinue

  • Common IRS Misconceptions
    Expat Taxes

    Common IRS Misconceptions You Need To Know

    ByRandall Brody January 12, 2024July 29, 2025

    The IRS, with its reputation as a relentless tax collector, often instills fear in the hearts of taxpayers. But are these fears based on…

    Read More Common IRS Misconceptions You Need To KnowContinue

  • IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return
    Expat Tax Forms

    IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return

    ByRandall Brody January 12, 2024July 29, 2025

    Tax filing can be a perplexing time for many Americans, and sometimes, despite your best efforts, mistakes happen. If you’ve filed your taxes and…

    Read More IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed ReturnContinue

  • Gambling Loss Audit
    Expat Taxes

    Gambling Loss Audit: Here Is How to Avoid

    ByRandall Brody January 4, 2024July 29, 2025

    Gambling can be super exciting, whether it’s at a casino, racetrack, or even online. We all dream of hitting the jackpot and striking it…

    Read More Gambling Loss Audit: Here Is How to AvoidContinue

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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