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Tax Samaritan Blog

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

    Foreign Earned Income Exclusion (Form 2555) — All Your Questions Answered by Expat Tax Experts

    ByRandall Brody February 18, 2026March 25, 2026

    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 (Form 2555) — All Your Questions Answered by Expat Tax ExpertsContinue

  • A Primer on How to Invest as an Expat in a Foreign Country
    Expat Wealth Management

    A Primer on How to Invest as an Expat in a Foreign Country

    ByRandall Brody February 18, 2026March 18, 2026

    Investing can be complicated, especially for U.S. expats. Learn more about the ways on how you can effectively manage foreign investments in this article.

    Read More A Primer on How to Invest as an Expat in a Foreign CountryContinue

  • expat tax resolution
    Expat Tax Resolution

    Tax Resolution: Everything Expats Need to Know

    ByRandall Brody February 13, 2026March 10, 2026

    This article will provide a detailed top-to-bottom guide to tax resolution and equip you with the knowledge you need before, during, and after working with a tax resolution service provider. Let’s get started.

    Read More Tax Resolution: Everything Expats Need to KnowContinue

  • Foreign Gift Tax
    Expat Tax Forms | US Expat Taxes

    Foreign Gift Tax and Form 3520: What Expats Need to Know

    ByRandall Brody February 13, 2026March 19, 2026

    About 13 percent of the current U.S. population consists of immigrants. As a result, there is an increasing demand for information about the correct…

    Read More Foreign Gift Tax and Form 3520: What Expats Need to KnowContinue

  • Retirement Abroad and US Expat Taxes
    Retirement Abroad

    Retirement Abroad and US Expat Taxes: What You Need to Know

    ByRandall Brody February 12, 2026March 23, 2026

    Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the…

    Read More Retirement Abroad and US Expat Taxes: What You Need to KnowContinue

  • FATCA Filing for Expats
    FATCA for Expats

    FATCA Filing – A Guide for Reporting Foreign Assets for Expats

    ByRandall Brody February 11, 2026March 10, 2026

    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

  • expat tax preparation
    US Expat Taxes

    Expat Tax Preparation 101 for Americans Living Abroad

    ByRandall Brody February 11, 2026March 23, 2026

    This guide will discuss 10 things every expat should know when tax filing. Need help settling your liabilities? Contact us for expat tax preparation services.

    Read More Expat Tax Preparation 101 for Americans Living AbroadContinue

  • Foreign Tax Credit us expats
    Foreign Tax Credit And Treaties

    Foreign Tax Credit For Expats: How To Claim On IRS Form 1116

    ByRandall Brody February 10, 2026March 25, 2026

    U.S. citizens living abroad are still subject to U.S. tax on their worldwide income. That means the income earned in another country may also…

    Read More Foreign Tax Credit For Expats: How To Claim On IRS Form 1116Continue

  • How Much Do You Have to Make to File Taxes in 2026? Expat Guide
    US Expat Taxes

    How Much Do You Have to Make to File Taxes in 2026? A Complete Guide for U.S. Expats

    ByRandall Brody February 8, 2026February 8, 2026

    ”How much do I have to make to file taxes?” For Americans living abroad, this is one of the most common and most misunderstood…

    Read More How Much Do You Have to Make to File Taxes in 2026? A Complete 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
  • Services
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive 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
  • Contact Us