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Expat Wealth Management

Home » Tax Samaritan Blog » Expat Wealth Management
  • FIRPTA Tax Withholding expat guide
    Expat Taxes | Expat Wealth Management

    FIRPTA Tax Withholding: A Guide for Foreign Sellers and U.S. Buyers

    ByRandall Brody October 29, 2025October 29, 2025

    Selling U.S. real estate as a non-U.S. owner doesn’t end at closing sales and contracts. It triggers a federal tax rule called the Foreign…

    Read More FIRPTA Tax Withholding: A Guide for Foreign Sellers and U.S. BuyersContinue

  • Form 8621 Filing (PFIC) For Expats
    Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

    Form 8621 Filing (PFIC) – Practical Information For Expats

    ByRandall Brody September 26, 2025September 26, 2025

    If you invest overseas, chances are you’ve come across foreign mutual funds or ETFs. For U.S. tax purposes, many of these investments are treated…

    Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

  • Tax Advantages of Life Insurance Retirement Plan (LIRP)
    Expat Wealth Management | Retirement Abroad

    3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

    ByXandra Bacuetes May 27, 2025October 10, 2025

    When you think about retirement planning, life insurance probably isn’t the first thing that comes to mind. But if you’re looking for more tax-efficient…

    Read More 3 Tax Advantages of Life Insurance Retirement Plan (LIRP)Continue

  • Passive Foreign Investment Company
    Expat Taxes | Expat Wealth Management

    Passive Foreign Investment Company | Practical Info You Need To Know

    ByRandall Brody June 15, 2024September 5, 2025

    Many portions of the U.S. tax code contain confusing and sometimes harsh rulings. The rules for passive foreign investment companies (PFIC) are incomparable in…

    Read More Passive Foreign Investment Company | Practical Info You Need To KnowContinue

  • Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 
    Expat Taxes | Expat Wealth Management | Retirement Abroad

    Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early 

    ByRandall Brody February 2, 2024July 29, 2025

    Here’s one of the most frequently asked questions I receive about 401(K) withdrawal. ”I recently lost my job, and unfortunately, I don’t have an…

    Read More Unemployed? 5 Things You Need To Know Before Cashing Out 401(K) Early Continue

  • 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, 2022July 29, 2025

    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

  • 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, 2022July 29, 2025

    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

  • Expat Business Taxes | Expat Wealth Management

    A Primer on How to Invest as an Expat in a Foreign Country

    ByRandall Brody January 5, 2022July 29, 2025

    Investing can be complicated, especially for U.S. expats. Learn more about the ways on how you can effectively manage foreign investments in this article.

    Read More A Primer on How to Invest as an Expat in a Foreign CountryContinue

  • Shell Company
    Expat Tax Country Posts | Expat Wealth Management

    The Truth About Panama Papers Shell Company I What You Need To Know

    ByRandall Brody November 23, 2021July 29, 2025

    Wonder About A Shell Company In light of the recent scandals, you might be wondering yourself if your name came up on the list…

    Read More The Truth About Panama Papers Shell Company I What You Need To KnowContinue

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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 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.
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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