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Tax Samaritan Blog

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1040 Audit
Expat Tax Resolution

1040 Audit – Important Things Expats Need To Know About The Dreaded IRS Audit

ByRandall Brody November 19, 2014October 9, 2024

1040 Audit – Be Prepared For Your IRS Audit Sooner or later, some of us personally receive or know of someone who has received…

Read More 1040 Audit – Important Things Expats Need To Know About The Dreaded IRS AuditContinue

SIMPLE IRA
Expat Self-Employment Taxes | Expat Wealth Management | Retirement Abroad

A SIMPLE IRA Retirement Plan for Self-Employed Expats

ByRandall Brody November 18, 2014October 9, 2024

SIMPLE IRA Plans – Easy To Set Up And Manage Of all the retirement plans available to small business owners, the SIMPLE IRA plan…

Read More A SIMPLE IRA Retirement Plan for Self-Employed ExpatsContinue

IRS audit
Expat Tax Resolution

IRS Audit | Here’s Why Expats Need To Get Expert Help

ByRandall Brody September 26, 2014October 9, 2024

IRS Audit Relief IRS audits are very stressful for taxpayers. These examinations of your tax return or tax returns are very intrusive and time-consuming….

Read More IRS Audit | Here’s Why Expats Need To Get Expert HelpContinue

College Savings Plan
Expat Wealth Management

Benefits of a College Savings Plan – How to Save for College Tax-Free for Expats

ByRandall Brody September 10, 2014October 9, 2024

How To Save For College Tax-Free With A College Savings Plan According to a 2014 study published by the Federal Reserve Bank of San…

Read More Benefits of a College Savings Plan – How to Save for College Tax-Free for ExpatsContinue

Business Retirement Plan
Expat Business Taxes | Expat Wealth Management

Business Retirement Plan Options for Small Businesses

ByRandall Brody September 3, 2014October 9, 2024

About A Business Retirement Plan A business retirement plan is a key component for retirement savings for small business owners. They are also an…

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Declaration of Consent
Expat Tax Resolution

Declaration of Consent Letter – A Guide for Expats

ByRandall Brody August 27, 2014October 9, 2024

Did You Receive A Declaration of Consent Letter From Your Swiss Bank Many taxpayers have been contacting us because they have received a Declaration…

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Rescue Taxpayers
Expat Tax Resolution

We Rescue Taxpayers | Guaranteed Ways To Overcome IRS Nightmare

ByRandall Brody August 24, 2014October 9, 2024

Resolution and Help With Tax Problems and Back Taxes Your inaction and delay will only magnify your tax problems. We want to hear about…

Read More We Rescue Taxpayers | Guaranteed Ways To Overcome IRS NightmareContinue

Tax Appeal Process
Expat Tax Resolution

Tax Appeal Process – Latest Things Expats Need To Know

ByRandall Brody August 19, 2014October 9, 2024

Tax Appeal Process – Disagreement Resolution Sometimes there is disagreement on tax matters… and the IRS has a tax appeal process that is run…

Read More Tax Appeal Process – Latest Things Expats Need To KnowContinue

IRS notification
Expat Tax Notices | Expat Tax Resolution

The Truth About IRS Notification Expats Need To Know

ByRandall Brody July 23, 2014October 9, 2024

The IRS sends millions of letters and notices to taxpayers for a variety of reasons. An IRS notification or letter can be easily dealt…

Read More The Truth About IRS Notification Expats Need To KnowContinue

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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.
  • 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

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  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
  • Proven experience in client service management, operations, or similar roles.
  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
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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
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    • Expat Tax Articles
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  • Media Room
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