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Expat Tax Resolution

Home » Tax Samaritan Blog » Tax Resolution » Page 2
  • IRS Form 9423 and the Collection Appeals Program For Expats
    Expat Tax Forms | Expat Tax Resolution

    IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection Action

    ByRandall Brody October 20, 2025October 20, 2025

    Falling behind on taxes can quickly become a stressful situation. The IRS doesn’t wait long before sending reminders about your unpaid balance. If those…

    Read More IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection ActionContinue

  • How to Declare Bankruptcy When You Are in a Foreign Country
    Expat Tax Resolution

    How to Declare Bankruptcy as a US Expat in a Foreign Country

    ByRandall Brody October 16, 2025October 16, 2025

    Filing for bankruptcy may be a great way to get more breathing room, but it’s important to note the consequences that come with it. Failure to approach things with care can make your financial situation a lot harder, so having a clear strategy is a must. To help you out, this article will explain how you can declare bankruptcy if you are an expat in a foreign country.

    Read More How to Declare Bankruptcy as a US Expat in a Foreign CountryContinue

  • Will the IRS take my refund for my student loan in 2026?
    Expat Tax Resolution | Expat Taxes

    Will the IRS take my refund for my student loan in 2026?

    ByRandall Brody October 9, 2025November 14, 2025

    It’s tax season again, and many ask, “Will the IRS take my refund for my student loan in 2026?” Tax refunds  can be a…

    Read More Will the IRS take my refund for my student loan in 2026?Continue

  • Best Tax Resolution Companies of 2025 for expats
    Expat Tax Resolution

    Best Tax Resolution Companies of 2026 — Top Tax Relief Experts

    ByRandall Brody October 9, 2025November 5, 2025

    Having the right resources that can help you effectively resolve any tax issues is important. With so many options available, knowing the best companies…

    Read More Best Tax Resolution Companies of 2026 — Top Tax Relief ExpertsContinue

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

    IRS Inflation-Adjusted Tax Penalties You Need to Know for 2026

    ByRandall Brody October 9, 2025November 5, 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 2026Continue

  • APPEAL with a judge's gavel and scales of justice in the background
    Expat Tax Resolution

    How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips Here

    ByRandall Brody October 8, 2025October 8, 2025

    Writing a Letter of Appeal to the IRS can help resolve tax concerns. This article discusses taxpayers’ rights and tackles the steps on how to write an appeal.

    Read More How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips HereContinue

  • IRS Fresh Start Program for expats
    Expat Tax Resolution

    A Complete Guide to the IRS Fresh Start Program 2026

    ByRandall Brody October 7, 2025November 4, 2025

    When you live abroad, it’s easy to fall out of compliance with IRS tax laws. One of the programs designed to help taxpayers get…

    Read More A Complete Guide to the IRS Fresh Start Program 2026Continue

  • Unfiled Tax Returns
    Expat Tax Resolution | Streamlined Procedure

    Unfiled Expat Returns: See How to Return into Compliance 2026

    ByRandall Brody October 2, 2025November 5, 2025

    Unfiled Expat Tax Returns Falling out of tax filing compliance for American citizens who live abroad is very common. There are several reasons and…

    Read More Unfiled Expat Returns: See How to Return into Compliance 2026Continue

  • irs audit without receipt
    Expat Tax Resolution

    What Happens If You Get Audited and Don’t Have Receipts? 

    ByRandall Brody October 2, 2025October 2, 2025

    Most taxpayers, if not all, dread a tax audit. The IRS conducts an audit to ensure that the information on your tax return matches…

    Read More What Happens If You Get Audited and Don’t Have Receipts? Continue

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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
      • 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 Room
  • Contact Us