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Tax Samaritan Blog

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  • Living Abroad
    FBAR For Expats | US Expat Taxes

    Filing Requirements For U.S. Taxpayers Living Abroad

    ByRandall Brody February 4, 2026March 24, 2026

    U.S. Taxpayers Living Abroad If you are a U.S. citizen or resident alien living abroad, the rules for filing income, estate, and gift tax…

    Read More Filing Requirements For U.S. Taxpayers Living AbroadContinue

  • Backdoor Roth IRA For Expats
    Retirement Abroad

    Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?

    ByRandall Brody January 30, 2026February 8, 2026

    For many high earners, the Roth IRA is one of the most attractive retirement tools available. Tax-free growth. Tax-free withdrawals. No required minimum distributions….

    Read More Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?Continue

  • IRS Private Tax Collection Agencies - Expats
    Expat Tax Resolution

    IRS Private Tax Collection Agencies — What You Need To Know

    ByRandall Brody January 30, 2026February 8, 2026

    Receiving a call or letter demanding payment for back taxes can be alarming. It’s natural to feel concerned or skeptical, especially since tax scams…

    Read More IRS Private Tax Collection Agencies — What You Need To KnowContinue

  • 2026 tax filing season expats
    US Expat Taxes

    2026 Filing Season Opens as New Tax Laws Reshape Refunds, Deductions, and Reporting

    ByRandall Brody January 26, 2026February 26, 2026

    LAS VEGAS – Jan. 26, 2026 – The Internal Revenue Service has officially opened the 2026 tax filing season and is now accepting 2025…

    Read More 2026 Filing Season Opens as New Tax Laws Reshape Refunds, Deductions, and ReportingContinue

  • US Expat Tax In South Korea
    Expat Tax Country Guides

    U.S. Taxes for Americans in South Korea – What Expats Need to Know

    ByRandall Brody January 22, 2026February 12, 2026

    Expat Living In South Korea The Korean peninsula juts out from the Asian mainland into the Sea of Japan (also known as the East…

    Read More U.S. Taxes for Americans in South Korea – What Expats Need to KnowContinue

  • Expat Tax In Netherlands
    Expat Tax Country Guides

    U.S. Taxes for Americans in the Netherlands  – What Expats Need to Know

    ByRandall Brody January 21, 2026March 17, 2026

    Expat Living In The Netherlands The Netherlands is a small country in Western Europe known for its flat land barely above sea level. This…

    Read More U.S. Taxes for Americans in the Netherlands  – What Expats Need to KnowContinue

  • FBAR Filing for expats
    FBAR For Expats

    FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. Expats

    ByRandall Brody January 15, 2026March 17, 2026

    For U.S. expats, managing tax obligations can be particularly challenging, especially when it involves foreign financial accounts. The Foreign Bank and Financial Accounts Report…

    Read More FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. ExpatsContinue

  • US Taxes for Americans in Brazil
    Expat Tax Country Guides

    U.S. Taxes for Americans in Brazil – What Expats Need to Know

    ByRandall Brody January 15, 2026February 4, 2026

    Expat Living In Brazil When it comes to expat living in Brazil, the first things that come to mind are Carnival, the Copacabana, the…

    Read More U.S. Taxes for Americans in Brazil – What Expats Need to KnowContinue

  • Streamlined Filing Compliance Procedures for Late Filing Expats 2026
    Streamlined Procedure

    Streamlined Filing Compliance Procedures for Late Filing Expats

    ByRandall Brody January 13, 2026February 4, 2026

    Have you been living overseas and fallen behind on U.S. tax filings? The Streamlined Filing Compliance Procedures Might Help You IRS voluntary disclosure programs…

    Read More Streamlined Filing Compliance Procedures for Late Filing 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