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QBI Deduction for Small Business Owners
Expat Business Taxes

How To Maximize Tax Savings with the QBI Deduction for Small Business Owners

ByRandall Brody March 17, 2025March 18, 2025

Running a small business means working hard to earn money, but keeping more of it is just as important. Taxes can take a big…

Read More How To Maximize Tax Savings with the QBI Deduction for Small Business OwnersContinue

tax deductions for contractors
Expat Taxes | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

Tax Deductions for Expat Freelancers and Contractors: What You Need to Know

ByRandall Brody March 7, 2025March 7, 2025

As an expat freelancer or independent contractor, you have the freedom to work from anywhere. But with that freedom comes the responsibility of managing…

Read More Tax Deductions for Expat Freelancers and Contractors: What You Need to KnowContinue

IRS Notice CP566
Expat Tax Notices

IRS Notice CP566: What It Means and How to Respond

ByRandall Brody March 7, 2025March 7, 2025

If you’ve applied for an Individual Taxpayer Identification Number (ITIN) and received an IRS Notice CP566, you need to understand its implications and the…

Read More IRS Notice CP566: What It Means and How to RespondContinue

Form 8960: Real Estate Investors’ Guide to Reporting Net Investment Income Tax
Expat Tax Forms

Form 8960: Real Estate Investors’ Guide to Reporting Net Investment Income Tax

ByRandall Brody March 7, 2025March 7, 2025

If you’re an American expat investing in real estate, whether in the U.S. or abroad, you’ve probably come across Form 8960. This form calculates…

Read More Form 8960: Real Estate Investors’ Guide to Reporting Net Investment Income TaxContinue

Form W-7 ITIN
Expat Tax Forms

Form W-7 ITIN Application Guide: How to Apply for an ITIN

ByRandall Brody March 2, 2025March 2, 2025

If you need to file a U.S. tax return but aren’t eligible for a Social Security Number (SSN), you’ll need to apply for an…

Read More Form W-7 ITIN Application Guide: How to Apply for an ITINContinue

IRS Tax Relief Forms
Expat Tax Forms | Expat Tax Resolution

IRS Tax Relief Forms: A Guide for Taxpayers

ByRandall Brody February 19, 2025February 19, 2025

Dealing with tax debt can be stressful, but the IRS provides several relief options to help taxpayers manage their financial burdens. These programs, however,…

Read More IRS Tax Relief Forms: A Guide for TaxpayersContinue

IRS Form 4506-T
Expat Tax Forms

How to use IRS Form 4506-T to Request Tax Transcripts

ByRandall Brody February 19, 2025February 19, 2025

There are times when you need information from your past tax returns. Maybe you’re applying for a loan, trying to fix an issue with…

Read More How to use IRS Form 4506-T to Request Tax TranscriptsContinue

Injured Spouse Relief
Expat Tax Forms | Expat Tax Resolution

How to Recover Your Refund with Injured Spouse Relief

ByRandall Brody February 19, 2025February 19, 2025

Losing part or all of your tax refund because of your spouse’s debts can be frustrating, especially if you have no legal obligation to…

Read More How to Recover Your Refund with Injured Spouse ReliefContinue

CP87A
Expat Tax Notices

What to Do When You Receive IRS Notice CP87A

ByRandall Brody February 19, 2025February 19, 2025

Imagine opening your mailbox and finding a CP87A notice from the IRS. It’s natural to feel a wave of concern, but this letter isn’t…

Read More What to Do When You Receive IRS Notice CP87AContinue

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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.
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  • Monitor and uphold service standards to exceed client expectations.

Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
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  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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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.
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  • 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

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  • 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.
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  • Exceptional written and verbal communication skills, with the ability to clearly explain complex tax and financial concepts.
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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
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • 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
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      • Germany
      • Italy
      • Japan
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    • Expat Tax Articles
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