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Denmark Expat
Expat Tax Country Posts

Expat Tax for Americans in Denmark – What You Need To Know

ByRandall Brody February 24, 2021October 7, 2024

Expat Tax In Denmark – Expat Living In Denmark Denmark, officially the Kingdom of Denmark, is the 10th most competitive economy in the world….

Read More Expat Tax for Americans in Denmark – What You Need To KnowContinue

FinCEN Form 114
FBAR For Expats

What Is The FinCen Form 114? What Expats Need To Know For FBAR Filing

ByRandall Brody February 22, 2021October 7, 2024

Purpose Of The FinCEN Form 114, Report of Foreign Bank and Financial Accounts The FinCEN Form 114 reports financial interest in or signature authority…

Read More What Is The FinCen Form 114? What Expats Need To Know For FBAR FilingContinue

norway-img
Expat Tax Country Posts

Expat Tax for Americans in Norway – What You Need To Know

ByRandall Brody February 22, 2021October 7, 2024

Expat Tax In Norway – Expat Living In Norway Norway is the northernmost of Scandinavian countries’ trio, sharing a long border with neighboring Sweden…

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Form 8621
Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

Form 8621 Filing (PFIC) – Practical Information For Expats

ByRandall Brody February 22, 2021October 7, 2024

Form 8621 Purpose A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) or qualified electing fund…

Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

Expat Tax Country Posts

Expat Tax for Americans in Costa Rica – What You Need To Know

ByRandall Brody January 28, 2021October 7, 2024

Expat Living In Costa Rica Expat living in Costa Rica is a popular choice among people who once lived in the United States. With…

Read More Expat Tax for Americans in Costa Rica – What You Need To KnowContinue

Tax Tips for Military Contractors
Expat Taxes

Tax Preparation For Military Contractors – The Ultimate Tax Tips You Need To Know

ByRandall Brody January 26, 2021October 7, 2024

Military contractors working in Iraq, Afghanistan and elsewhere need to keep several things in mind when doing their tax returns.   Below are several…

Read More Tax Preparation For Military Contractors – The Ultimate Tax Tips You Need To KnowContinue

Expat Tax Country Posts

Expat Tax for Americans in Colombia – What You Need To Know

ByRandall Brody January 25, 2021October 7, 2024

Expat Living In Colombia Food, friends, and festivals—that’s what you can expect as an American ex-pat living in Colombia. Colombia is a popular South…

Read More Expat Tax for Americans in Colombia – What You Need To KnowContinue

Kuwait Expat
Expat Tax Country Posts

Expat Tax for Americans in Kuwait – What You Need To Know

ByRandall Brody January 22, 2021October 7, 2024

Expat Tax In Kuwait – Expat Living In Kuwait Kuwait has a very open economy and a well-educated workforce made up predominantly of foreign…

Read More Expat Tax for Americans in Kuwait – What You Need To KnowContinue

Czech Republic Expat
Expat Tax Country Posts

Expat Tax for Americans in the Czech Republic – What You Need To Know

ByRandall Brody January 21, 2021October 7, 2024

Expat Tax In Czech Republic – Expat Living In Czech Republic As one of the most developed and industrialized economies in Central Europe, ex-pats…

Read More Expat Tax for Americans in the Czech Republic – What You Need To KnowContinue

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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.
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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.
  • 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
    • 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
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
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  • Media Room
  • Contact Us