Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We DoExpand
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • ResourcesExpand
    • FAQ
    • Webinars
    • In-depth Expat Tax GuidesExpand
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax GuidesExpand
      • Mexico
      • Australia
      • Canada
      • Costa Rica
      • France
      • Germany
      • Italy
      • Japan
      • The Netherlands
      • Portugal
      • The Philippines
      • Spain
      • Switzerland
      • Thailand
      • The UAE
      • The UK
    • Expat Tax Articles
    • Other Expat Resources
  • Media Room
  • Contact Us
Login
Expat tax services Tax Samaritan logo

Tax Samaritan Blog

Home » Tax Samaritan Blog
international tax information exchange guide for expats
FATCA for Expats

International Tax Information Exchange – A Guide for Expats

ByRandall Brody September 19, 2024September 30, 2024

Tax information exchange involves sharing financial data between countries under treaties or bilateral agreements.  It plays a critical role in the global effort to…

Read More International Tax Information Exchange – A Guide for ExpatsContinue

health insurance and taxes for expats
Expat Taxes

The Impact of Health Insurance on Your US Taxes for American Expats

ByRandall Brody September 13, 2024September 24, 2024

When you think about health insurance, taxes might not be the first thing that comes to mind. However, the connection between the two is…

Read More The Impact of Health Insurance on Your US Taxes for American ExpatsContinue

Foreign Housing Exclusion for Expats
Foreign Earned Income Exclusion

How to Claim the Foreign Housing Exclusion for Expats

ByRandall Brody September 13, 2024September 24, 2024

The Foreign Housing Exclusion complements the Foreign Earned Income Exclusion (FEIE), with both claimed on Form 2555. Together, they can significantly reduce your U.S….

Read More How to Claim the Foreign Housing Exclusion for ExpatsContinue

Delinquent FBAR Submission for Expats
FBAR For Expats

4 Options for Delinquent FBAR Submission for Expats

ByRandall Brody August 28, 2024September 4, 2024

The Report of Foreign Bank and Financial Accounts (FBAR) is a Treasury information form separate from your annual IRS income tax return. It requires…

Read More 4 Options for Delinquent FBAR Submission for ExpatsContinue

Charitable Contribution for Expats
Expat Taxes

Ultimate Tax Tips For Year-End Charitable Contribution for Expats

ByRandall Brody August 28, 2024September 4, 2024

Supporting charitable causes not only helps those in need but can also provide you with valuable tax benefits. Many expats aren’t aware that their…

Read More Ultimate Tax Tips For Year-End Charitable Contribution for ExpatsContinue

State Income Tax Residency For U.S. Expats
Expat Taxes

How to Determine State Income Tax Residency For U.S. Expats

ByRandall Brody August 22, 2024September 24, 2024

Many overseas taxpayers have questions about their filing requirements and potential tax liability as it pertains to filing a state income tax return during…

Read More How to Determine State Income Tax Residency For U.S. ExpatsContinue

How to File U.S. Taxes as an Expat English Teacher 
Expat Taxes

How to File U.S. Taxes as an Expat English Teacher 

ByRandall Brody August 16, 2024October 3, 2024

When you choose to live and teach outside the United States, you are sure to have a lot of unique experiences that aren’t available…

Read More How to File U.S. Taxes as an Expat English Teacher Continue

FATCA Filing for Expats
FATCA for Expats

FATCA Filing – A Guide for Reporting Foreign Assets for Expats

ByRandall Brody August 16, 2024September 24, 2024

If your foreign financial assets total exceeds the reporting threshold based on your filing status and whether you live in or outside of the U.S., FATCA reporting requirements will apply. This means that you will need to report applicable assets on Form 8938 along with your income tax return.

Read More FATCA Filing – A Guide for Reporting Foreign Assets for ExpatsContinue

Online Tax Preparation for expats
Expat Taxes

Online Tax Preparation – Should I Self-Prepare My Return?

ByRandall Brody August 6, 2024September 24, 2024

Online tax preparation has become increasingly popular among taxpayers who prefer the convenience and cost-effectiveness of filing their returns themselves. The appeal of using…

Read More Online Tax Preparation – Should I Self-Prepare My Return?Continue

Page navigation

Previous PagePrevious 1 … 5 6 7 8 9 … 55 Next PageNext

Categories

  • Expat Business Taxes
  • Expat Self-Employment Taxes
  • Expat Tax Country Posts
  • Expat Tax Forms
  • Expat Tax Notices
  • Expat Tax Resolution
  • Expat Taxes
  • Expat Wealth Management
  • FATCA for Expats
  • FBAR For Expats
  • Foreign Earned Income Exclusion
  • Foreign Tax Credit And Treaties
  • Retirement Abroad
  • Streamlined Procedure

Our Tax Tips

Name(Required)
This field is for validation purposes and should be left unchanged.

We Are The Highest Rated U.S. Expat Tax Firm With More Than 10,000 Clients In More Than 193 Countries.

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

Quick Links

  • Expat Tax Solutions
  • Late Back Tax Filing For Expats
  • Expat Foreign Account / Asset Reporting
  • Tax Resolution
  • Get Started

Company

  • About Tax Samaritan
  • Our Clients
  • Privacy Policy
  • Contact Us

Subscribe to our Newsletter for latest news.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Copyright © 2025 Tax Samaritan | All Rights Reserved | Privacy Policy

Ready to Lead Exceptional Client Experiences?

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 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

  • Bachelor’s degree in Business Administration, Management, or related field preferred.
  • 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.
  • Exceptional communication and interpersonal skills.
  • Strong problem-solving and conflict-resolution abilities.
  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
Apply Now

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
    • 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
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • 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
    • Other Expat Resources
  • Media Room
  • Contact Us