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Expat Taxes

The Truth About US Taxes: 40 Things Expats Need To Know

ByRandall Brody April 22, 2019October 7, 2024

The United States tax code is incredibly lengthy and complex. However, if you live in another country and have U.S. tax obligations, understanding certain…

Read More The Truth About US Taxes: 40 Things Expats Need To KnowContinue

Expat Tax Country Posts

US Expat Tax for Americans in Bermuda – What You Need To Know

ByRandall Brody April 11, 2019October 7, 2024

Expat Living in Bermuda Many U.S. expats call Bermuda home, and in fact, nearly 10 to 15% of the island’s inhabitants are American citizens…

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Expat Tax Country Posts

US Expat Tax for Americans in Panama – What You Need To Know

ByRandall Brody February 18, 2019October 7, 2024

Expat Living In Panama Living in Panama has much to offer and has long been popular with those who live north of the border…

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U.S. Tax Professionals
Expat Taxes

Advice Expats Need To Know Working With U.S. Tax Professionals

ByRandall Brody April 4, 2018October 7, 2024

If you are an expat, you are still required to comply with all of the relevant expat tax laws in the United States, which…

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Passport Revocation
Expat Tax Resolution

Seriously Delinquent Tax Debt And Passport Revocation: Helpful Info Expats Need To Know

ByRandall Brody February 25, 2018October 7, 2024

Introduction Taxpayers who travel outside the United States frequently and have significant outstanding tax debts should take a special interest in the Fixing America’s…

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Expat Business Taxes | Expat Taxes

Tax Cuts And Jobs Act Of 2017 – Practical Info ExpatsNeed To Know

ByRandall Brody January 20, 2018October 7, 2024

The Tax Cuts and Jobs Act of 2017 was signed into law on December 22, 2017. Understanding the changes will be essential for all…

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Tax Return
Expat Taxes

2017 Individual Tax Changes Expats Need To Know Now

ByRandall Brody December 3, 2017October 7, 2024

2017 Individual Tax Changes Many of the tax changes affecting individuals and businesses for 2017 were related to the Protecting Americans from Tax Hikes…

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Teaching Abroad
Expat Taxes

Teaching Abroad | Important Things Expats Need To Know About US Taxes

ByRandall Brody May 14, 2017October 7, 2024

US Tax Advice When Teaching Abroad Teaching abroad can be a very exciting and immersive experience to a new culture and is a tempting…

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Ireland Expat Tax
Expat Tax Country Posts

US Tax for American in Ireland – What Expats Need To Know

ByRandall Brody February 9, 2017October 7, 2024

Guide To Ireland Expat Tax Advice The Tax Samaritan country guide to Ireland Expat Tax advice is intended to provide a general review of…

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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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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.
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  • 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

  • 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.
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  • 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
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  • Get Started
  • Resources
    • FAQ
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    • 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
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      • The Philippines
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      • Switzerland
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      • The UAE
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    • Expat Tax Articles
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