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  • Tax Advantages of Life Insurance Retirement Plan (LIRP)
    Retirement Abroad

    3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

    ByXandra Bacuetes May 27, 2025March 27, 2026

    When you think about retirement planning, life insurance probably isn’t the first thing that comes to mind. But if you’re looking for more tax-efficient…

    Read More 3 Tax Advantages of Life Insurance Retirement Plan (LIRP)Continue

  • Common and Industry-Specific Tax Deductions for Small Businesses
    Business Taxes for Expats

    Common and Industry-Specific Tax Deductions for Small Businesses

    ByXandra Bacuetes May 23, 2025March 18, 2026

    Tax season shows up fast when you’re busy running a business. You’re focused on keeping things moving—bringing in work, paying bills, maybe even hiring…

    Read More Common and Industry-Specific Tax Deductions for Small BusinessesContinue

  • non-US spouse social security benefits
    Retirement Abroad

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

    ByXandra Bacuetes October 4, 2024March 27, 2026

    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

  • how to file an amended tax return for expats
    US Expat Taxes

    How to File an Amended Return – A Guide for U.S. Expats

    ByXandra Bacuetes September 6, 2022March 30, 2026

    Tax season is something that very few people look forward to. Unless you are an accountant, you probably hate this time of the year…

    Read More How to File an Amended Return – A Guide for U.S. ExpatsContinue

  • US Expat Taxes

    Gambler Tax Preparation – Quick Tips You Need To Know

    ByXandra Bacuetes August 30, 2022March 31, 2026

    Gambler Taxes Most individuals who gamble are casual or nonprofessional gamblers, but the gambling activity of some expats will rise to the level of…

    Read More Gambler Tax Preparation – Quick Tips You Need To KnowContinue

  • US Expat Taxes

    Injured Spouse Relief and How to Make a Claim

    ByXandra Bacuetes March 23, 2022March 31, 2026

    Joint Tax Returns And Injured Spouse Form Every year, millions of American couples file joint tax returns. By filing together, these couples combine their…

    Read More Injured Spouse Relief and How to Make a ClaimContinue

  • US Expat Taxes

    Tax Preparation Services – How To File Taxes Online

    ByXandra Bacuetes March 23, 2022March 30, 2026

    Finding The Right Expat Tax Preparation Services When searching for tax preparation services, the right expat tax preparer can help you find often-missed deductions…

    Read More Tax Preparation Services – How To File Taxes OnlineContinue

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Tax Samaritan
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Expert Tax Solutions for U.S. Expats, Business Owners, and Retirees Abroad
Providing expert, worry-free tax solutions and proactive advisory services for Americans in:

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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.
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  • About Us
    • About Tax Samaritan
    • Tax Samaritan Team
    • Proactive Planning Team
    • Virtual Family Office Team
    • Our Clients
    • Global Impact
    • Careers
  • Services
    • Expat Tax Solutions
    • Streamlined Catch-Up Filing
    • FBAR & FATCA Compliance
    • Foreign Business Reporting
    • IRS Audit & Tax Resolution
    • Expat Tax Planning & Strategy
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • 2026 US Taxes for Expats
      • 2026 Foreign Asset and Account Reporting
      • Late Filing Amnesty Program
      • Proactive Planning
    • 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
  • Login
  • Contact Us