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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes
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, 2025June 27, 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, 2025March 7, 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
Expat Taxes | Foreign Tax Credit And Treaties

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

ByRandall Brody February 14, 2025June 27, 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, 2025June 27, 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, 2025June 27, 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, 2025January 27, 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

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

Filing Back Taxes Late – A Guide for US Expats

ByRandall Brody January 22, 2025January 22, 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

Expat Taxes

Tax Samaritan’s Expat Tax Preparation Process

ByRandall Brody January 17, 2025June 27, 2025

Our Experts Provide Secure and Accurate U.S. Expat Tax Preparation Worldwide File your taxes in five simple steps. Tax Samaritan breaks down the complex…

Read More Tax Samaritan’s Expat Tax Preparation ProcessContinue

Enrolled Agents
Expat Taxes

Enrolled Agents: Why They Are The Greatest Tax Experts!

ByRandall Brody January 17, 2025June 27, 2025

An IRS enrolled agent (EA) is a person who has earned the right to represent taxpayers before the IRS. Enrolled agent status is the…

Read More Enrolled Agents: Why They Are The Greatest Tax Experts!Continue

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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.

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What You’ll Do:

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Why Join Us?

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  • 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.
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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