Foreign Gift Tax Guide

Familiarize yourself with the Foreign Gift Tax and be guided with important tips.

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What’s in the Guide

Learn the filing process
Be aware of the filing dates and deadlines
Avoid facing penalties
… and much more

Tax Samaritan’s Proven Results

Randall prepared my overseas taxes, and helped me to file my FBARs. He was honest, reliable, and very professional. There were many complex issues to sort out, with local tax codes and documents in another language. He did a great job of interpreting this information and asking the right questions, which saved time on my end, as well.

Patrick M.
Berlin, Germany

Tax Samaritan keeps abreast with the ever changing laws relating to income tax filing for US citizens living outside the USA. In my experience, they are thorough, process oriented, communicate well and are above all very professional in their delivery of tax filing service. They make US income tax filing easy.

Ananth I.
New Delhi, India

Randall and his team demonstrated extensive knowledge of expat tax issues and requirements and greatly assisted me in my tax filings. They were responsive, timely, polite, and proactive in their correspondences and actions. I would recommend them to others and also use them again without hesitation.

Gilbert L.
Bangkok, Thailand

About the Owner

Randall Brody
Tax Samaritan Founder

Randall has worn many hats in the business world, including serial entrepreneur, a former banker, and NTPI Fellow, as well as IRS Enrolled Agent and current CEO of Tax Samaritan.

Randall is far from new to the tax preparation game. Throughout his lengthy career as an Enrolled Agent and tax preparation professional, he has operated three successful brick-and-mortar tax offices and prepared thousands of returns. He eventually moved to a completely online business model. The result of that gutsy move was Tax Samaritan – an innovative tax preparation business that provides the advice and solutions to empower both the overseas taxpayer and taxpayers in the U.S.

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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.