Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office Team
    • Our Clients
    • Global ImpactExpand
      • Making A Difference
    • 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
      • 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 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
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

How to Report Profit or Loss from Business with Schedule C for Expats
Expat Business Taxes | Expat Self-Employment Taxes | Expat Tax Forms

How to Report Profit or Loss from Business with Schedule C for Expats

ByRandall Brody June 24, 2024October 3, 2024

Running a business involves managing a packed schedule. Tax season adds to the workload with extra paperwork. If you’re among the ten percent of…

Read More How to Report Profit or Loss from Business with Schedule C for ExpatsContinue

Passive Foreign Investment Company
Expat Taxes | Expat Wealth Management

Passive Foreign Investment Company | Practical Info You Need To Know

ByRandall Brody June 15, 2024October 3, 2024

Many portions of the U.S. tax code contain confusing and sometimes harsh rulings. The rules for passive foreign investment companies (PFIC) are incomparable in…

Read More Passive Foreign Investment Company | Practical Info You Need To KnowContinue

W-4
Expat Tax Forms

How to File the New IRS Form W-4 for Expats

ByRandall Brody June 11, 2024October 3, 2024

If you’ve ever started a new job, you’ve probably filled out an IRS Form W-4 or the Employee’s Withholding Certificate. It’s a document that…

Read More How to File the New IRS Form W-4 for ExpatsContinue

4 Ways to Remove Federal Tax Liens
Expat Tax Resolution

4 Ways to Remove Federal Tax Liens

ByRandall Brody May 22, 2024March 12, 2025

Tax liens are more than just a hassle – they’re a serious threat that can disrupt your life and finances. Imagine waking up one…

Read More 4 Ways to Remove Federal Tax LiensContinue

IRS Notice 5071C - Taxpayer Identity Verification Request
Expat Tax Notices

How to Handle IRS Notice 5071C – Taxpayer Identity Verification Request

ByRandall Brody May 22, 2024March 12, 2025

It’s tax season again, and while taxpayers are busy filing returns, scammers are working hard to steal information. Identity theft affects 1 in 3…

Read More How to Handle IRS Notice 5071C – Taxpayer Identity Verification RequestContinue

Page navigation

Previous PagePrevious 1 … 7 8 9 10 11 … 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!

WAIT!

don’t leave without your free quote!

Get your estimated quote in just 2 minutes—no cost, no commitment.

WAIT!

don’t leave without your free quote!

Get your estimated quote in just 2 minutes—no cost, no commitment.

  • About Us
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office Team
    • Our Clients
    • Global Impact
      • Making A Difference
    • 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
    • Other Expat Resources
  • Media Room
  • Contact Us