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Tax Samaritan Blog

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Stack of files with two binders labelled "Salaries" and "Payroll".
Expat Business Taxes

Here Is How to Avoid Double Taxation With Your HR

ByRandall Brody August 11, 2022September 24, 2024

HR teams have a crucial part in a company’s payroll processes. As such, they must know how tax filing works, including for expat employees.

Read More Here Is How to Avoid Double Taxation With Your HRContinue

Expat Tax Resolution

How To Deal With Back Taxes In 3 Steps – Never Again Panic

ByXandra Bacuetes August 9, 2022March 12, 2025

If you owe back taxes to the IRS, it is understandable that you would feel some level of panic. Having the federal government’s support…

Read More How To Deal With Back Taxes In 3 Steps – Never Again PanicContinue

Tax Debt Relief for Expats
Expat Tax Resolution

Tax Debt Relief: This Is the Ultimate Guide You Need

ByRandall Brody August 3, 2022April 10, 2025

Unpaid taxes often lead to grave financial consequences. Learn how to get tax debt relief in this comprehensive guide.

Read More Tax Debt Relief: This Is the Ultimate Guide You NeedContinue

State Tax Lien: Guide for Expats
Expat Tax Resolution

State Tax Lien: 5 Ways To Keep Your Assets Protected

ByRandall Brody August 3, 2022April 10, 2025

The government may enforce a state tax lien if you have unpaid taxes. Know how a tax lien works and how you can avoid it in this article.

Read More State Tax Lien: 5 Ways To Keep Your Assets ProtectedContinue

A 3D render of the word TAX is cut by a pair of scissors
Foreign Tax Credit And Treaties

Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To Know

ByRandall Brody July 28, 2022October 5, 2024

Taxes are time-consuming, but knowing how to minimize your tax dues can be worth the trouble. Read our blog to see how you can get the most savings in your taxes.

Read More Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To KnowContinue

tax deductions
Expat Business Taxes

The Most Valuable Tax Deductions For Businesses Expats Need To Know

ByRandall Brody July 28, 2022October 5, 2024

Knowing how to reduce taxable income is just as important as staying tax compliant. Read on to know the different tax deductions for your business to maximize.

Read More The Most Valuable Tax Deductions For Businesses Expats Need To KnowContinue

how to know if you owe taxes
Expat Tax Resolution

How To Determine If You Owe Taxes To The IRS

ByRandall Brody July 27, 2022April 10, 2025

Check out this article to learn more about taxes, such as how to know if you owe taxes, the consequences of failing to pay taxes, and tips to avoid incurring back taxes.

Read More How To Determine If You Owe Taxes To The IRSContinue

Expat Tax Resolution

Worry About Tax Audit? Don’t Panic; See How To Prepare Here

ByXandra Bacuetes July 27, 2022March 12, 2025

What is a tax audit and what do you need to know about it? Check out this article for the types of tax audits and what you can expect from them.

Read More Worry About Tax Audit? Don’t Panic; See How To Prepare HereContinue

globe at the center of paper bills of different currencies
Expat Taxes

Six Reasons That Will Make You Hire a Tax Expert for International Taxation

ByRandall Brody July 27, 2022October 5, 2024

Paying taxes as a U.S. expat can be complicated. Read this article to know how an international tax expert can help you navigate this minefield.

Read More Six Reasons That Will Make You Hire a Tax Expert for International TaxationContinue

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Ready to Lead Exceptional Client Experiences?

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
    • Team
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  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
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    • Tax Resolution
    • Wealth Management
  • Get Started
  • Resources
    • FAQ
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      • Tax filing 101
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      • Mexico
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    • Expat Tax Articles
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