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Expat Tax Resolution

Home » Tax Samaritan Blog » Tax Resolution » Page 2
  • Can You Have Two Installment Agreements With the IRS?
    Expat Tax Resolution

    Can You Have Two Installment Agreements With the IRS? Here’s the Truth

    ByRandall Brody April 21, 2025July 29, 2025

    When it comes to paying taxes, it’s not uncommon to struggle to pay the total amount owed. In such cases, the IRS offers several…

    Read More Can You Have Two Installment Agreements With the IRS? Here’s the TruthContinue

  • Tax Resolution Company Scams
    Expat Tax Resolution

    How to Avoid Tax Resolution Company Scams

    ByRandall Brody April 21, 2025July 29, 2025

    Dealing with tax issues can be a stressful experience, especially if you are not sure where to turn for help. With so many options…

    Read More How to Avoid Tax Resolution Company ScamsContinue

  • How to Avoid IRS Penalties and Interests for expats
    Expat Tax Resolution

    How to Avoid IRS Penalties and Interests: Save Money Now

    ByRandall Brody April 17, 2025July 29, 2025

    Tax season can be stressful for many individuals, and the last thing anyone wants is to face tax penalties. When it comes to filing…

    Read More How to Avoid IRS Penalties and Interests: Save Money NowContinue

  • Unpaid Taxes For Small Business Owners
    Expat Business Taxes | Expat Tax Resolution

    How To Overcome Unpaid Taxes For Small Business Owners

    ByRandall Brody April 16, 2025July 29, 2025

    Running a business is not easy. Some years bring success, while others can be a struggle. But one constant in the life of a…

    Read More How To Overcome Unpaid Taxes For Small Business OwnersContinue

  • small business bankruptcy
    Expat Business Taxes | Expat Tax Resolution

    How to File for Bankruptcy as a Small Business Owner

    ByRandall Brody April 15, 2025July 29, 2025

    Running a small business has its own set of challenges. When financial difficulties arise and debt becomes unmanageable, filing for bankruptcy can be a…

    Read More How to File for Bankruptcy as a Small Business OwnerContinue

  • IRS Tax Relief Forms
    Expat Tax Forms | Expat Tax Resolution

    IRS Tax Relief Forms: A Guide for Taxpayers

    ByRandall Brody February 19, 2025July 29, 2025

    Dealing with tax debt can be stressful, but the IRS provides several relief options to help taxpayers manage their financial burdens. These programs, however,…

    Read More IRS Tax Relief Forms: A Guide for TaxpayersContinue

  • Injured Spouse Relief
    Expat Tax Forms | Expat Tax Resolution

    How to Recover Your Refund with Injured Spouse Relief

    ByRandall Brody February 19, 2025July 29, 2025

    Losing part or all of your tax refund because of your spouse’s debts can be frustrating, especially if you have no legal obligation to…

    Read More How to Recover Your Refund with Injured Spouse ReliefContinue

  • Tax Penalties for 2025
    Expat Tax Resolution | FBAR For Expats

    IRS Inflation-Adjusted Tax Penalties You Need to Know for 2025

    ByRandall Brody February 3, 2025July 29, 2025

    Facing a Penalty? Here’s Why Staying Updated Matters You know that sinking feeling you get when you realize you’ve missed a deadline or made…

    Read More IRS Inflation-Adjusted Tax Penalties You Need to Know for 2025Continue

  • Filing Back Taxes Late For Expats
    Expat Tax Resolution | Expat Taxes

    Filing Back Taxes Late – A Guide for US Expats

    ByRandall Brody January 22, 2025September 29, 2025

    Do you have unfiled tax returns? Do you owe back taxes to the IRS? Are you worried that the IRS is going to find…

    Read More Filing Back Taxes Late – A Guide for US ExpatsContinue

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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 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.
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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
  • What We Do
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive Tax Planning
  • 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