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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

expat tax deductions
Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

The Most Common Expat Tax Deductions

ByRandall Brody August 6, 2024September 24, 2024

Paying more taxes than you should is no one’s favorite. Whether you’re a typical taxpayer or an expat, learn how tax deductions can benefit you in this article.

Read More The Most Common Expat Tax DeductionsContinue

IRS 1042-S Form
Expat Tax Forms

IRS 1042-S Form – Reporting Amounts Paid to Foreign Persons

ByRandall Brody July 25, 2024October 3, 2024

U.S. tax laws are hard enough for Americans to understand. They become even more challenging for non-residents who earn income from U.S. sources and…

Read More IRS 1042-S Form – Reporting Amounts Paid to Foreign PersonsContinue

Nonresident Tax Return
Expat Taxes

The Ultimate Guide to Filing Your Non-Resident Tax Return

ByRandall Brody July 19, 2024September 24, 2024

The American tax code is one of the most complex systems in the world. Each year, anyone who has earned income in the U.S….

Read More The Ultimate Guide to Filing Your Non-Resident Tax ReturnContinue

Form 5471 for expats with foreign corporations
Expat Business Taxes | Expat Tax Forms

How to File Form 5471 for U.S. Expats with Foreign Corporations

ByRandall Brody July 15, 2024September 24, 2024

If you are a U.S. citizen or resident involved with a foreign corporation, you may need to file IRS Form 5471, even if the…

Read More How to File Form 5471 for U.S. Expats with Foreign CorporationsContinue

Foreign Earned Income Exclusion (FEIE) questions
Foreign Earned Income Exclusion

Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax Experts

ByRandall Brody July 15, 2024October 3, 2024

Living and working abroad as a U.S. citizen or resident alien means your worldwide income is subject to U.S. taxation. This can lead to…

Read More Foreign Earned Income Exclusion – All Your Questions Answered by Expat Tax ExpertsContinue

Foreign Tax Credits
Foreign Tax Credit And Treaties

The Foreign Tax Credit: An Ultimate Guide for U.S. Expats

ByRandall Brody July 12, 2024August 13, 2024

The United States taxes its citizens and residents on their worldwide income, regardless of where they live. This means that even if you’re living…

Read More The Foreign Tax Credit: An Ultimate Guide for U.S. ExpatsContinue

FBAR Filing for expats
FBAR For Expats

FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. Expats

ByRandall Brody July 12, 2024September 24, 2024

For U.S. expats, managing tax obligations can be particularly challenging, especially when it involves foreign financial accounts. The Foreign Bank and Financial Accounts Report…

Read More FBAR Filing — a Guide to Reporting Foreign Accounts for U.S. 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.

Position Summary

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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
    • 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
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      • Germany
      • Italy
      • Japan
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    • Expat Tax Articles
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