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Portugal Expat
Expat Tax Country Posts

Expat Tax In Portugal – Ultimate Tips You Need To Know

ByRandall Brody April 21, 2021October 6, 2024

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

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Expat Tax In Iceland
Expat Tax Country Posts

Expat Tax In Iceland – Ultimate Tips You Need To Know

ByRandall Brody April 21, 2021October 6, 2024

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

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IRS Collection Appeal
Expat Tax Resolution

IRS Collection Appeal Plunge – See How To Handle

ByRandall Brody April 3, 2021October 6, 2024

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

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

Tax Filing 101 for U.S. Expats Living Abroad

ByRandall Brody March 23, 2021October 6, 2024

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.

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Tax Resolution Options
Expat Tax Resolution

Practical Tax Resolution Options You Need To Know

ByRandall Brody March 21, 2021April 4, 2023

To Solve Your Tax Problems When you’re facing tax problems with the IRS, you may have several tax-resolution options. Depending on your situation’s specifics,…

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Reasonable Collection Potential
Expat Tax Resolution

Reasonable Collection Potential – Practical Info You Need To Know

ByRandall Brody March 19, 2021July 27, 2021

Reasonable Collection Potential For An Offer In Compromise An offer in compromise (OIC) is an agreement between a taxpayer and the Internal Revenue Service…

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IRS Audit Triggers
Expat Tax Resolution

IRS Audit Triggers – Practical Info Expats Need To Know

ByRandall Brody March 17, 2021October 6, 2024

Top IRS Audit Triggers An IRS audit is something that all of us as taxpayers never want and typically want to avoid. They are…

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6 Things U.S. Expats Need to Look for in a Tax Service Partner
Expat Taxes

6 Things U.S. Expats Need to Look for in a Tax Service Partner

ByRandall Brody March 15, 2021October 6, 2024

Tax season can be challenging for expats, requiring the services of a professional. Here are the six things you need in a tax service partner.

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U.S. Expat Tax FAQs: Top 10 Answers to Common Questions
Expat Taxes

U.S. Expat Tax FAQs: Top 10 Answers to Common Questions

ByRandall Brody March 11, 2021October 6, 2024

Paying taxes is inevitable if you’re an American expat. Avoid confusion and costly fines with this guide to the most common questions about U.S. expat tax.

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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.
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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.
Let’s Build the Future Together – Apply!
  • About Us
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