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Tax Samaritan Blog

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Can You Have Two Installment Agreements With the IRS?
Expat Tax Resolution

Can You Have Two Installment Agreements With the IRS? Here’s the Truth

ByRandall Brody April 21, 2025April 22, 2025

When it comes to paying taxes, it’s not uncommon to struggle to pay the total amount owed. In such cases, the IRS offers several…

Read More Can You Have Two Installment Agreements With the IRS? Here’s the TruthContinue

Trucker Tax Deductions
FATCA for Expats

10 Most Popular Trucker Tax Deductions You Need To Know

ByRandall Brody April 21, 2025April 22, 2025

As one of the backbones of our nation’s supply chain, truck drivers play a vital role in keeping our economy moving. They transport everything…

Read More 10 Most Popular Trucker Tax Deductions You Need To KnowContinue

Tax Preparation for Truckers
FATCA for Expats

Tax Preparation for Truckers: Ultimate Tips You Need to Know

ByRandall Brody April 21, 2025April 23, 2025

Being a truck driver comes with its own set of challenges. The job may offer good pay, but the demanding nature of the work…

Read More Tax Preparation for Truckers: Ultimate Tips You Need to KnowContinue

Tax Resolution Company Scams
Expat Tax Resolution

How to Avoid Tax Resolution Company Scams

ByRandall Brody April 21, 2025April 22, 2025

Dealing with tax issues can be a stressful experience, especially if you are not sure where to turn for help. With so many options…

Read More How to Avoid Tax Resolution Company ScamsContinue

How to Avoid IRS Penalties and Interests for expats
Expat Tax Resolution

How to Avoid IRS Penalties and Interests: Save Money Now

ByRandall Brody April 17, 2025April 22, 2025

Tax season can be stressful for many individuals, and the last thing anyone wants is to face tax penalties. When it comes to filing…

Read More How to Avoid IRS Penalties and Interests: Save Money NowContinue

Unpaid Taxes For Small Business Owners
FATCA for Expats

How To Overcome Unpaid Taxes For Small Business Owners

ByRandall Brody April 16, 2025April 22, 2025

Running a business is not easy. Some years bring success, while others can be a struggle. But one constant in the life of a…

Read More How To Overcome Unpaid Taxes For Small Business OwnersContinue

small business bankruptcy
FATCA for Expats

How to File for Bankruptcy as a Small Business Owner

ByRandall Brody April 15, 2025April 22, 2025

Running a small business has its own set of challenges. When financial difficulties arise and debt becomes unmanageable, filing for bankruptcy can be a…

Read More How to File for Bankruptcy as a Small Business OwnerContinue

Cash Balance Pension Plans for Expats
Retirement Abroad

How To Maximize Tax Savings with the Cash Balance Pension Plans

ByRandall Brody April 4, 2025April 4, 2025

When it comes to retirement planning, most people think about traditional pension plans, IRAs, or 401(k)s. But there’s another option that can help you…

Read More How To Maximize Tax Savings with the Cash Balance Pension PlansContinue

Tax Advantages of an LLC: Expats guide
Expat Business Taxes

5 Tax Advantages of an LLC: How It Can Save You Taxes

ByRandall Brody April 4, 2025April 4, 2025

You’ve been thinking about starting a business. Maybe you’re freelancing, running an online shop, or offering consulting services. Whatever it is, you’re making money,…

Read More 5 Tax Advantages of an LLC: How It Can Save You TaxesContinue

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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.
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.
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
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  • 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
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      • Switzerland
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