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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…

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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…

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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…

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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…

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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…

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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…

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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…

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Form 8832
Expat Business Taxes | Expat Tax Forms

IRS Form 8832 for Expats – Does It Make Your Tax Return Simple?

ByRandall Brody May 4, 2016October 9, 2024

IRS Form 8832 – The Key To A Simpler Tax Return? It seems to me that most Americans don’t really dive into understanding the…

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Panama Papers
Expat Tax Country Posts | Expat Wealth Management

Panama Papers – Practical Info Expats Need To Know

ByRandall Brody May 4, 2016October 9, 2024

All the recent scandal about the Panama Papers and tax havens and shell companies bring to light the hornet’s nest that FATCA has been…

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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 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:

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