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Expat Tax Resolution

Home » Tax Samaritan Blog » Tax Resolution » Page 5
  • 2022 Inflation Reduction Act Facts expats need to know
    Expat Tax Resolution

    2022 Inflation Reduction Act: Interesting Facts You Need To Know

    ByRandall Brody November 8, 2022July 29, 2025

    Dealing with the IRS has never been simple, and reaching a tax settlement agreement is almost always challenging. If you are working to pay…

    Read More 2022 Inflation Reduction Act: Interesting Facts You Need To KnowContinue

  • Malta Pension Plan Tax Strategy
    Expat Tax Resolution

    Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS Scrutiny

    ByRandall Brody November 4, 2022July 29, 2025

    Every taxpayer dreads a surprise from the IRS. But the anxiety amplifies when a Special Agent from the Criminal Investigation Division (CID) gets involved,…

    Read More Understanding the Malta Pension Plan Tax Strategy: A Deep Dive into IRS ScrutinyContinue

  • Taxpayer Experience Office: A Guide to IRS Customer Service
    Expat Tax Resolution

    Expat Taxpayer Experience Office: A Guide to IRS Customer Service

    ByRandall Brody October 18, 2022July 29, 2025

    The IRS aims to improve customer service by opening the first-ever IRS Taxpayer Experience Office. Find out more about it in this write-up.

    Read More Expat Taxpayer Experience Office: A Guide to IRS Customer ServiceContinue

  • Gig Economy Workers
    Expat Tax Resolution

    Gig Economy Workers: How to Make Tax Filing a Success

    ByRandall Brody October 14, 2022July 29, 2025

    If you work in the “gig economy,” you are not alone. Millions of people have made the same choice, voting with their feet and…

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  • Unfiled Tax Returns
    Expat Tax Resolution

    Worry About Unfiled Tax Returns? Here’s How To Resolve

    ByRandall Brody September 29, 2022July 29, 2025

    Filing your taxes is never fun, but if you don’t file them at all, the IRS will come after you. They can file a…

    Read More Worry About Unfiled Tax Returns? Here’s How To ResolveContinue

  • 7 Practical Reasons to Work with a Tax Resolution Specialist for expats
    Expat Tax Resolution

    7 Practical Reasons to Work with a Tax Resolution Specialist

    ByRandall Brody September 20, 2022July 29, 2025

    It’s hard to think about anything else when you owe money to the IRS. No matter who you owe money to, being in debt…

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  • Can The IRS Levy My Bank Account Without A Warning?
    Expat Tax Resolution

    Can The IRS Levy My Bank Account Without A Warning? Reliable Info You Need To Know

    ByRandall Brody September 14, 2022August 18, 2025

    If you have unpaid taxes, the IRS may take enforced collection actions to pay off your tax debt. Collection actions are the various means…

    Read More Can The IRS Levy My Bank Account Without A Warning? Reliable Info You Need To KnowContinue

  • How to Reverse an IRS Revocation or Denial of Passport for Expats
    Expat Tax Resolution

    How to Reverse an IRS Revocation or Denial of Passport: Everything You Need To Know Now

    ByRandall Brody September 8, 2022July 29, 2025

    U.S. citizens with a serious delinquency tax status can be denied a passport if left unsettled. Here’s what you can do to reverse the revocation of your passport.

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  • Expat Tax Resolution

    Think Tax Season Is Over? Here Is When You Need to & How to File an Amended Return

    ByXandra Bacuetes September 6, 2022July 29, 2025

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

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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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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
      • 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