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Expat Taxes

Home » Tax Samaritan Blog » Expat Taxes » Page 8
How Does Your Credit Score Affect Your Taxes?
Expat Taxes | Expat Wealth Management

Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to Know

ByRandall Brody June 13, 2022October 5, 2024

This article will explain the relationship between your taxes and credit score, including how the former may impact the latter – or vice-versa.

Read More Does Your Credit Score Affect Your Taxes? 5 Important Things Expats Need to KnowContinue

Tax Professional or CPA
Expat Tax Resolution | Expat Taxes

Tax Professional or CPA: Who Is the Best One for Your Expat Tax Problems

ByRandall Brody June 13, 2022October 5, 2024

Whom should you call to solve your tax problems? A CPA or a tax expert? Check out this visual guide comparing CPAs and tax professionals to find out!

Read More Tax Professional or CPA: Who Is the Best One for Your Expat Tax ProblemsContinue

Taxation of Cryptocurrency: A Guide for Beginners
Expat Self-Employment Taxes | Expat Taxes | Expat Wealth Management

Taxation of Cryptocurrency: Here is the Ultimate Guide for Expats

ByRandall Brody June 2, 2022October 5, 2024

The Internal Revenue Service (IRS) already has its eyes on cryptocurrency, and according to them, virtual currency is taxable. Learn more about cryptocurrency tax in the infographic and article below.

Read More Taxation of Cryptocurrency: Here is the Ultimate Guide for ExpatsContinue

A Look Into 5 Tax Policy Trends in Latin America
Expat Tax Country Posts

5 Tax Policy Trends in Latin America Expats Need To Know Now

ByRandall Brody May 18, 2022October 5, 2024

If you’ve already settled in an LAC country as an expat or plan to do so soon, it’s best to be in the know when it comes to the region’s tax policies. In that regard, here’s your much-needed primer.

Read More 5 Tax Policy Trends in Latin America Expats Need To Know NowContinue

Here’s How to Qualify for the IRS Hardship Program
Expat Tax Resolution | Expat Taxes

How to Qualify for the IRS Hardship Program Now

ByRandall Brody May 17, 2022September 24, 2024

Applying for the hardship program tags your tax status as “currently not available.” However, this doesn’t mean you are entirely free of what is due. So, what does the IRS Hardship Program entail? This article will present its overview and its corresponding qualifications.

Read More How to Qualify for the IRS Hardship Program NowContinue

"TAX RECORDS" stamped on a file folder
Expat Tax Resolution | Expat Taxes

How To Request Your Tax Records in 4 Ways

ByRandall Brody April 19, 2022October 5, 2024

Having tax records on hand makes filing taxes a whole lot easier. Check out how you can request these documents to smoothen your tax preparations.

Read More How To Request Your Tax Records in 4 WaysContinue

Taxable Income
Expat Taxes

The Difference Between Taxable Income vs. Nontaxable Income for Expats

ByRandall Brody March 24, 2022October 5, 2024

Not all kinds of income are taxable; the IRS considers some as tax-free. Find out their differences and the types of income they cover in this article.

Read More The Difference Between Taxable Income vs. Nontaxable Income for ExpatsContinue

"Child Tax Credit" highlighted on a notebook
Expat Taxes

5 Valuable Things You Need To Know About Child Tax Credit for Expat Parents

ByRandall Brody March 24, 2022September 24, 2024

Expat parents have numerous taxes to pay, causing a blow to their finances. Read on to find out how the child tax credit can help you and your family.

Read More 5 Valuable Things You Need To Know About Child Tax Credit for Expat ParentsContinue

How Does U.S. Tax Law Work with Immigration
Expat Taxes

How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know Now

ByRandall Brody March 24, 2022September 24, 2024

Immigration tax can be tricky if you don’t know how to process it or who to ask for help. Read on to learn how U.S. tax law works with immigration.

Read More How Does U.S. Tax Law Work With Immigration? Valuable Info You Need To Know NowContinue

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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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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Tax Samaritan 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
    • 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