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Tax Professional
Expat Taxes

Need A Tax Professional To Prepare Your Tax Return? Never Again Worry

ByRandall Brody August 24, 2016October 7, 2024

Tax Professionals Types There are various types of tax professionals that you can select from to prepare your tax return, including enrolled agents, certified…

Read More Need A Tax Professional To Prepare Your Tax Return? Never Again WorryContinue

Unreimbursed Employee Expenses
Expat Taxes

Expat Advice on Unreimbursed Employee Expenses and Ways To Claim

ByRandall Brody August 22, 2016October 7, 2024

Employee Business Expenses As an employee, you may be able to deduct certain work-related expenses if you itemize deductions on Schedule A (which is…

Read More Expat Advice on Unreimbursed Employee Expenses and Ways To ClaimContinue

Rental Income
Expat Taxes

Rental Income And Rental Expenses – Valuable Info Expats Need To Know

ByRandall Brody August 17, 2016October 7, 2024

Rental Income Tax If you own rental real estate, you should be aware of your federal tax responsibilities. All rental income must be reported…

Read More Rental Income And Rental Expenses – Valuable Info Expats Need To KnowContinue

Form 14653
Expat Tax Forms | Streamlined Procedure

Form 14653 – Certification For Streamlined Foreign Offshore Procedures for Expats

ByRandall Brody July 12, 2016October 9, 2024

Under the streamlined foreign offshore procedure, taxpayers must certify that their conduct relating to the failure to file FBARs (FinCen Form 114) and disclosing…

Read More Form 14653 – Certification For Streamlined Foreign Offshore Procedures for ExpatsContinue

Expat Tax Advice
Expat Taxes

Expat Tax Advice – Advice For Americans Abroad You Need To Know

ByRandall Brody July 1, 2016October 9, 2024

Expat Tax Advice Is Complicated As an American abroad, expat tax advice can be complicated and finding a U.S. expat tax advice professional can…

Read More Expat Tax Advice – Advice For Americans Abroad You Need To KnowContinue

CFC Tax
Expat Business Taxes | Expat Taxes

CFC Expat Tax – Important Facts You Need To Know

ByRandall Brody June 28, 2016October 9, 2024

CFC Tax And The Anti-Deferral Regime When taxpayers hear the term CFC Tax, it’s a reference to Subpart F. CFC tax or Subpart F…

Read More CFC Expat Tax – Important Facts You Need To KnowContinue

QEF
Expat Business Taxes | Expat Wealth Management

QEF (Qualifying Electing Fund) Election For PFIC

ByRandall Brody June 25, 2016October 9, 2024

Many banks, investment funds and information material tout a QEF election as the easy way out of escaping the default PFIC treatment. But, it…

Read More QEF (Qualifying Electing Fund) Election For PFICContinue

2015 Form 8621
Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

IRS Form 8621 – WhatExpats Need To Know About This Complex Form

ByRandall Brody June 20, 2016October 9, 2024

2015 Form 8621 Changes There was only one change to the 2015 Form 8621that helps reduce duplicative reporting. A new checkbox has been added…

Read More IRS Form 8621 – WhatExpats Need To Know About This Complex FormContinue

Delinquent International Information Return
Expat Tax Forms | Expat Taxes

Delinquent International Information Return – A Guide for Expats

ByRandall Brody May 25, 2016October 9, 2024

Delinquent International Information Return Tips If you are like many Americans abroad facing the ugly spectre of a Delinquent International Information Return and the…

Read More Delinquent International Information Return – A Guide for ExpatsContinue

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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

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What You’ll Do:

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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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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.
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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
    • Expat Foreign Account / Asset Reporting
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  • Get Started
  • Resources
    • FAQ
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      • 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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    • Expat Tax Articles
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