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CA Franchise Tax Board
Expat Tax Resolution

CA Franchise Tax Board Tax Resolution (CA FTB)

ByRandall Brody August 31, 2015August 18, 2021

Got CA Franchise Tax Board (CA FTB) Problems? Are you having tax problems with the CA Franchise Tax Board Tax Resolution? CA Franchise Tax…

Read More CA Franchise Tax Board Tax Resolution (CA FTB)Continue

Form 8805
Expat Business Taxes | Expat Tax Forms

IRS Form 8805 for Expats – What You Need to Know

ByRandall Brody August 11, 2015October 9, 2024

Who Must Use Form 8805 Along with Form 8804, Annual Return for Partnership Withholding Tax (Section 1446) , Form 8813, Form 8805 is used…

Read More IRS Form 8805 for Expats – What You Need to KnowContinue

Form 8804
Expat Business Taxes | Expat Tax Forms

Reliable Facts About Form 8804 Expats Need To Know

ByRandall Brody August 10, 2015October 9, 2024

Who Must Use Form 8804 Along with Form 8805, A Foreign Partner’s Information Statement of Section 1446 Withholding Tax , Form 8813, and Form…

Read More Reliable Facts About Form 8804 Expats Need To KnowContinue

W8BEN
Expat Tax Forms

W8BEN – How To Reduce Mandatory Withholding for Expats

ByRandall Brody August 5, 2015October 9, 2024

Purpose Of The Form W8BEN Foreign persons, such as a nonresident alien or foreign entity, are subject to a mandatory 30% withholding rate on…

Read More W8BEN – How To Reduce Mandatory Withholding for ExpatsContinue

FBAR Due Date Changed
FBAR For Expats

FBAR Due Date Changed | New Deadline You Need To Know

ByRandall Brody August 3, 2015September 24, 2024

FBAR Due Date Changed To April 15 Following approval of the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (isn’t it…

Read More FBAR Due Date Changed | New Deadline You Need To KnowContinue

Federal Tax Lien
Expat Tax Resolution

Federal Tax Lien-How to Get Rid Of A Lien

ByRandall Brody July 27, 2015June 24, 2021

What Is An Federal Tax Lien? A tax lien can be one of the worst negative items to appear on your credit report. An…

Read More Federal Tax Lien-How to Get Rid Of A LienContinue

Overseas Tax Refund
Expat Taxes

Tips For Receiving Your Overseas Tax Refund When Living Abroad

ByRandall Brody July 12, 2015October 9, 2024

Tips To Receive Your Overseas Tax Refund When living abroad, the quickest and best way to receive your overseas tax refund from the IRS…

Read More Tips For Receiving Your Overseas Tax Refund When Living AbroadContinue

Save For Retirement
Expat Wealth Management

Planning to Save For Retirement Abroad

ByRandall Brody July 7, 2015October 9, 2024

Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company…

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433-A
Expat Tax Resolution

433-A – The Source For Offer In Compromise Facts

ByRandall Brody July 6, 2015April 4, 2023

IRS Form 433-A If you are like many taxpayers that are burdened with an insufferable amount of back tax debt, you have undoubtedly heard…

Read More 433-A – The Source For Offer In Compromise FactsContinue

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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.
  • Foster and maintain strong client relationships through regular, proactive communication.
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  • Monitor and uphold service standards to exceed client expectations.

Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
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  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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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.
  • 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.
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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.
  • 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
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