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Best Tax Resolution Companies of 2025 for expats
Expat Tax Resolution

Best Tax Resolution Companies of 2025 — Top Tax Relief Experts

ByRandall Brody March 29, 2022April 11, 2025

Having the right resources that can help you effectively resolve any tax issues is important. With so many options available, knowing the best companies…

Read More Best Tax Resolution Companies of 2025 — Top Tax Relief ExpertsContinue

IRS Form 433-F expat guide
Expat Tax Forms

IRS Form 433-F – How To Prepare Collection Information Statement

ByRandall Brody March 27, 2022April 23, 2025

IRS Form 433-F – What You Need To Know If you are in a situation where you owe money for tax debts, and you…

Read More IRS Form 433-F – How To Prepare Collection Information StatementContinue

Tax Representation for Expats
Expat Tax Resolution

Top Reasons Why You Need To Get Professional IRS Representation?

ByRandall Brody March 26, 2022April 11, 2025

Expert Tax Representation is Essential While meeting with, discussing, and interacting with the IRS or other tax agencies is perfectly doable, it’s not advisable…

Read More Top Reasons Why You Need To Get Professional IRS Representation?Continue

Tax Attorney vs Enrolled Agent
Expat Tax Resolution

Tax Attorney vs Enrolled Agent: Choosing the Best Fit

ByRandall Brody March 25, 2022April 23, 2025

Hiring A Tax Attorney VS An Enrolled Agent Let’s face it. There are a variety of professionals that you can turn to for help…

Read More Tax Attorney vs Enrolled Agent: Choosing the Best FitContinue

Expat Tax Resolution

IRS Installment Agreement – Relief If You Can’t Pay

ByXandra Bacuetes March 24, 2022March 12, 2025

Expert Tax Representation is Essential If a taxpayer isn’t able to pay their federal tax assessment all at once, they may be able to…

Read More IRS Installment Agreement – Relief If You Can’t PayContinue

Taxable Income
Expat Taxes

The Difference Between Taxable Income vs. Nontaxable Income for Expats

ByRandall Brody March 24, 2022October 5, 2024

Not all kinds of income are taxable; the IRS considers some as tax-free. Find out their differences and the types of income they cover in this article.

Read More The Difference Between Taxable Income vs. Nontaxable Income for ExpatsContinue

"Child Tax Credit" highlighted on a notebook
Expat Taxes

5 Valuable Things You Need To Know About Child Tax Credit for Expat Parents

ByRandall Brody March 24, 2022September 24, 2024

Expat parents have numerous taxes to pay, causing a blow to their finances. Read on to find out how the child tax credit can help you and your family.

Read More 5 Valuable Things You Need To Know About Child Tax Credit for Expat ParentsContinue

How Does U.S. Tax Law Work with Immigration
Expat Taxes

How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know Now

ByRandall Brody March 24, 2022September 24, 2024

Immigration tax can be tricky if you don’t know how to process it or who to ask for help. Read on to learn how U.S. tax law works with immigration.

Read More How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know NowContinue

Expat Tax Resolution

Injured Spouse Relief and How to Make a Claim

ByXandra Bacuetes March 23, 2022March 12, 2025

Joint Tax Returns And Injured Spouse Form Every year, millions of American couples file joint tax returns. By filing together, these couples combine their…

Read More Injured Spouse Relief and How to Make a ClaimContinue

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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
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    • Expat Tax Preparation
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  • Get Started
  • Resources
    • FAQ
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      • Tax filing 101
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      • Costa Rica
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    • Expat Tax Articles
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