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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes
  • Back Taxes Defined: What Happens When You Don’t File Your Tax Returns
    Expat Tax Resolution | Expat Taxes

    Back Taxes Defined: How to Overcome & Reasons Expats Need to File on Time

    ByRandall Brody September 25, 2025September 29, 2025

    Failure to file tax returns has serious consequences. Here’s a guide on back taxes and how you can settle your tax debt.

    Read More Back Taxes Defined: How to Overcome & Reasons Expats Need to File on TimeContinue

  • Expat Tax In UAE
    Expat Tax Country Posts

    What You Need To Know About US Expat Tax For Americans In The UAE

    ByRandall Brody September 16, 2025September 16, 2025

    Expat Living In UAE There is a finger of land on the eastern edge of the Arabian Peninsula that creates the Strait of Hormuz…

    Read More What You Need To Know About US Expat Tax For Americans In The UAEContinue

  • US Expat Tax In Colombia
    Expat Tax Country Posts

    Expat Tax for Americans in Colombia – What You Need To Know

    ByRandall Brody September 16, 2025September 16, 2025

    Expat Living In Colombia Food, friends, and festivals—that’s what you can expect as an American expat living in Colombia. Colombia is a popular South…

    Read More Expat Tax for Americans in Colombia – What You Need To KnowContinue

  • How to Avoid an Unexpected Tax Bill
    Expat Tax Resolution | Expat Taxes

    How to Avoid an Unexpected Tax Bill in 5 Ways – Expats Guide

    ByRandall Brody April 23, 2025July 29, 2025

    It’s tax filing season again, and countless hardworking Americans eagerly anticipate their big refund checks. Unfortunately, many may not receive what they hope for…

    Read More How to Avoid an Unexpected Tax Bill in 5 Ways – Expats GuideContinue

  • tax deductions for contractors
    Expat Taxes | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

    Tax Deductions for Expat Freelancers and Contractors: What You Need to Know

    ByRandall Brody March 7, 2025July 29, 2025

    As an expat freelancer or independent contractor, you have the freedom to work from anywhere. But with that freedom comes the responsibility of managing…

    Read More Tax Deductions for Expat Freelancers and Contractors: What You Need to KnowContinue

  • education expenses deduction for expats
    Expat Taxes | Foreign Tax Credit And Treaties

    Are Education or Tuition Expenses Tax Deductible for U.S. Expats?

    ByRandall Brody February 14, 2025September 10, 2025

    Paying for education while living abroad can be expensive, but U.S. expats may still qualify for tax benefits that help offset the costs. While…

    Read More Are Education or Tuition Expenses Tax Deductible for U.S. Expats?Continue

  • Owning Foreign Property
    Expat Taxes | FATCA for Expats | FBAR For Expats | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

    Owning Foreign Property – A Guide for Americans Living Abroad

    ByRandall Brody February 10, 2025August 19, 2025

    Owning property abroad can be an exciting opportunity for many Americans living abroad. Some buy a home overseas to settle in a new country,…

    Read More Owning Foreign Property – A Guide for Americans Living AbroadContinue

  • Retirement Abroad and US Expat Taxes
    Expat Taxes | FATCA for Expats | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties | Retirement Abroad

    Retirement Abroad and US Expat Taxes: What You Need to Know

    ByRandall Brody February 6, 2025July 29, 2025

    Retiring abroad opens the door to new experiences, cultures, and opportunities.  But while you may leave U.S. soil behind, your obligations to the IRS…

    Read More Retirement Abroad and US Expat Taxes: What You Need to KnowContinue

  • Streamlined Procedure for US Expats
    Expat Taxes | Streamlined Procedure

    The Streamlined Procedure in 2025 – A Guide for US Expats

    ByRandall Brody January 24, 2025July 29, 2025

    Are you an American expat struggling to catch up on unfiled taxes? If so, the IRS Streamlined Filing Compliance Procedures (or the Streamlined Procedure)…

    Read More The Streamlined Procedure in 2025 – A Guide for US ExpatsContinue

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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.
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  • 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
    • 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