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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes » Page 2
US Expat Tax Security Statement
Expat Taxes

Tax Samaritan US Expat Tax Security Statement

ByRandall Brody January 16, 2025June 27, 2025

Your Tax Security Is Important To Us Protecting your tax and financial and other sensitive information is our utmost concern. This is especially true…

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Living Abroad
Expat Taxes | FBAR For Expats

Filing Requirements For U.S. Taxpayers Living Abroad

ByRandall Brody October 13, 2024June 27, 2025

US Taxpayers Living Abroad If you are a U.S. citizen or resident alien living abroad, the rules for filing income, estate, and gift tax…

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Foreign Pension
Expat Taxes | FBAR For Expats | Retirement Abroad

Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To Know

ByRandall Brody October 11, 2024June 27, 2025

There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

Read More Foreign Pensions In 2025 – The Latest on U.S. Taxes Expats Need To KnowContinue

FEIE Form 2555 Benefit — a Guide for Expats
Expat Tax Forms | Foreign Earned Income Exclusion

FEIE Form 2555 Benefit – A Guide for Expats

ByRandall Brody October 7, 2024October 15, 2024

What is IRS Form 2555? Form 2555 is a document for expats who want to or are eligible to exclude their foreign-earned income from…

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non-US spouse social security benefits
Expat Taxes | Retirement Abroad

Can Your Non-U.S. Spouse Claim Social Security Benefits? Here’s What You Need to Know

ByXandra Bacuetes October 4, 2024June 27, 2025

You’ve spent your career contributing to Social Security with every paycheck. But now, as you look toward retirement, you may be wondering: ‘’Can my…

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ITIN
Expat Taxes

ITIN – Important Facts Expats Need To Know About The Individual Taxpayer Identification Number

ByRandall Brody October 4, 2024June 27, 2025

About The ITIN – Individual Taxpayer Identification Number If you earn money in the United States, whether you are a resident or immigrant (non-resident),…

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Expat Tax In Luxembourg – Ultimate Info You Need To Know
Expat Tax Country Posts

Expat Tax In Luxembourg – Ultimate Info You Need To Know

ByRandall Brody October 3, 2024October 3, 2024

Expat Tax In Luxembourg – Expat Living In Luxembourg Luxembourg was the second richest country in the world in 2011 according to IMF. It…

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Form 8833
Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

What Is Form 8833? A Guide for Expats

ByRandall Brody September 27, 2024October 3, 2024

What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

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Foreign Gift Tax
Expat Taxes

Foreign Gift Tax – Ultimate Insider Info Expats Need To Know For 2024

ByRandall Brody September 27, 2024October 3, 2024

About 13 percent of the current U.S. population consists of immigrants. As a result, there is an increasing demand for information about the correct…

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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:

  • Lead the client experience journey, ensuring seamless service delivery.
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  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
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Why Join Us?

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Qualifications, Skills, and Core Competencies

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  • Lean Six Sigma Black Belt certification is preferred.
  • Background and experience in tax or accounting is preferred.
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  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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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.
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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