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  • Banner image for Tax Compliance 101
    Expat Taxes

    Tax Compliance 101 for Expats: The Ultimate Guide

    ByRandall Brody July 16, 2021July 29, 2025

    This guide is your source for everything you need to know to be tax compliant, whether you’re a business owner or an expat working away from home.

    Read More Tax Compliance 101 for Expats: The Ultimate GuideContinue

  • Top 9 Tax Compliance Issues for Businesses
    Expat Tax Resolution

    Top 9 Tax Compliance Issues for Businesses

    ByRandall Brody July 14, 2021July 29, 2025

    Read on as we go through some common tax issues businesses face, including how to avoid or resolve them.

    Read More Top 9 Tax Compliance Issues for BusinessesContinue

  • Banner image for What Happens If You’re Tax Noncompliant
    Expat Tax Resolution

    What Happens If You’re a Tax Noncompliant US Expat

    ByRandall Brody June 15, 2021July 29, 2025

    Tax noncompliance is a serious offense. Here are the possible consequences if you fail on your tax responsibilities, whether willfully or not.

    Read More What Happens If You’re a Tax Noncompliant US ExpatContinue

  • Banner image for The Ultimate Guide to US Tax Forms for American Expats
    Expat Tax Forms

    The Ultimate Guide to U.S. Tax Forms for American Expats

    ByRandall Brody June 1, 2021July 29, 2025

    Even if you’re living or working outside the U.S., you are required to file your tax returns in an accurate and timely manner.

    Read More The Ultimate Guide to U.S. Tax Forms for American ExpatsContinue

  • Banner image for Tax Avoidance vs. Tax Evasion: What’s the Difference?
    Expat Tax Resolution

    Tax Avoidance vs. Tax Evasion: What’s the Difference? A Guide for Expats

    ByRandall Brody May 19, 2021July 29, 2025

    If you want to pay less taxes, what should you do? Avoid or evade? The right answer will reduce your taxes; the wrong one can put you in jail.

    Read More Tax Avoidance vs. Tax Evasion: What’s the Difference? A Guide for ExpatsContinue

  • Portugal Expat
    Expat Tax Country Posts

    Expat Tax In Portugal — Ultimate Tips You Need To Know

    ByRandall Brody April 21, 2021August 1, 2025

    Expat Tax In Portugal – Expat Living In Portugal Portugal is a developed and high-income country where residents generally enjoy a high quality of…

    Read More Expat Tax In Portugal — Ultimate Tips You Need To KnowContinue

  • Expat Tax In Iceland
    Expat Tax Country Posts

    Expat Tax In Iceland – Ultimate Tips You Need To Know

    ByRandall Brody April 21, 2021July 29, 2025

    Expat Tax In Iceland – Expat Living In Iceland Iceland has the second-highest quality of life in the world, according to the Economist Intelligence…

    Read More Expat Tax In Iceland – Ultimate Tips You Need To KnowContinue

  • IRS Collection Appeal
    Expat Tax Resolution

    IRS Collection Appeal Plunge – See How To Handle

    ByRandall Brody April 3, 2021July 29, 2025

    IRS Collection Case If you have had an unfavorable decision regarding your IRS collection case, an IRS Collection Appeal may be the appropriate procedure…

    Read More IRS Collection Appeal Plunge – See How To HandleContinue

  • Tax Filing 101 for U.S. Expats Living Abroad
    Expat Taxes

    Tax Filing 101 for U.S. Expats Living Abroad

    ByRandall Brody March 23, 2021July 29, 2025

    This guide will discuss 10 things every expat should know when tax filing. Need help settling your liabilities? Contact us for expat tax preparation services.

    Read More Tax Filing 101 for U.S. Expats Living AbroadContinue

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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.
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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 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.
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  • About Us
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office 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
    • Proactive Tax Planning
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • Tax Filing 101
      • 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 Room
  • Contact Us