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Foreign Pension
FATCA for Expats

Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To Know

ByRandall Brody October 11, 2024February 9, 2025

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

Read More Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To KnowContinue

Form 8865
FATCA for Expats

Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax Guide

ByRandall Brody October 10, 2024October 13, 2024

When multiple U.S. owners of an eligible foreign corporation (generally not a “per se” corporation) elect to treat the entity as a disregarded entity,…

Read More Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships – An Expat Tax GuideContinue

FEIE Form 2555 Benefit — a Guide for Expats
Expat Tax Forms | Foreign Earned Income Exclusion

FEIE Form 2555 Benefit – A Guide for Expats

ByRandall Brody October 7, 2024October 15, 2024

What is IRS Form 2555? Form 2555 is a document for expats who want to or are eligible to exclude their foreign-earned income from…

Read More FEIE Form 2555 Benefit – A Guide for ExpatsContinue

non-US spouse social security benefits
FATCA for Expats

Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know

ByXandra Bacuetes October 4, 2024October 4, 2024

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my…

Read More Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to KnowContinue

FATCA for Expats

ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification Number

ByRandall Brody October 4, 2024October 15, 2024

About The ITIN – Individual Taxpayer Identification Number If you earn money in the United States, whether you are a resident or immigrant (non-resident),…

Read More ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification NumberContinue

Expat Tax In Luxembourg – Ultimate Info You Need To Know
Expat Tax Country Posts

Expat Tax In Luxembourg – Ultimate Info You Need To Know

ByRandall Brody October 3, 2024October 3, 2024

Expat Tax In Luxembourg – Expat Living In Luxembourg Luxembourg was the second richest country in the world in 2011 according to IMF. It…

Read More Expat Tax In Luxembourg – Ultimate Info You Need To KnowContinue

W-9 Form for Independent Contractors and Freelancers
FATCA for Expats

How to Complete W-9 Form for Independent Contractors and Freelancers

ByRandall Brody September 30, 2024October 3, 2024

What is a W-9 Form? The IRS Form W-9, or  “Request for Taxpayer Identification Number and Certification,” is used by U.S. taxpayers to provide…

Read More How to Complete W-9 Form for Independent Contractors and FreelancersContinue

Form 8858
Expat Tax Forms

Form 8858 – Practical Info – What Expats Need to Know

ByRandall Brody September 27, 2024October 3, 2024

Form 8858 is an IRS form requirement for people who own certain foreign entities. If the filing requirement applies, you must do it accurately…

Read More Form 8858 – Practical Info – What Expats Need to KnowContinue

Form 8833
Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

What Is Form 8833? A Guide for Expats

ByRandall Brody September 27, 2024October 3, 2024

What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

Read More What Is Form 8833? 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.

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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?

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Qualifications, Skills, and Core Competencies

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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
    • 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
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      • Germany
      • Italy
      • Japan
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      • Switzerland
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    • Expat Tax Articles
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  • Media Room
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