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Expat Wealth Management

Home » Tax Samaritan Blog » Expat Wealth Management
  • wealth management considerations for expats
    Expat Wealth Management

    Wealth Management Considerations for Americans Living Abroad

    ByRandall Brody April 1, 2026April 16, 2026

    Are you thinking about moving abroad? Maybe you wanted to pursue better career opportunities, escape the high cost of living in the U.S., or…

    Read More Wealth Management Considerations for Americans Living AbroadContinue

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

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

    ByRandall Brody February 18, 2026April 21, 2026

    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

  • Passive Foreign Investment Company
    Expat Wealth Management | US Expat Taxes

    Passive Foreign Investment Company (PFIC) | Practical Info You Need To Know

    ByRandall Brody January 9, 2026January 29, 2026

    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 (PFIC) | Practical Info You Need To KnowContinue

  • Charitable Lead Annuity Trusts Expats
    Expat Wealth Management

    Charitable Lead Annuity Trusts: How High-Income Expats Reduce Taxes and Transfer Wealth

    ByRandall Brody December 10, 2025December 10, 2025

    High-income U.S. taxpayers often seek ways to protect their wealth, reduce tax exposure, and transfer assets efficiently to the next generation. Those goals become…

    Read More Charitable Lead Annuity Trusts: How High-Income Expats Reduce Taxes and Transfer WealthContinue

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

    Form 8621 Filing (PFIC) – Practical Information For Expats

    ByRandall Brody September 26, 2025March 24, 2026

    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

  • Charitable Contribution for Expats
    Expat Wealth Management

    Ultimate Tax Tips For Year-End Charitable Contribution for Expats

    ByRandall Brody August 28, 2024March 15, 2026

    Supporting charitable causes not only helps those in need but can also provide you with valuable tax benefits. Many expats aren’t aware that their…

    Read More Ultimate Tax Tips For Year-End Charitable Contribution for ExpatsContinue

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

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

    ByRandall Brody February 2, 2024March 27, 2026

    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 to rebuild your credit score for expats
    Expat Wealth Management

    How to Rebuild Your Credit Score after Bankruptcy in 7 Ways

    ByRandall Brody September 6, 2023March 18, 2026

    Bankruptcy can be a challenging and emotionally taxing experience. It’s a decision that’s often taken as a last resort to regain control over one’s…

    Read More How to Rebuild Your Credit Score after Bankruptcy in 7 WaysContinue

  • How Does Your Credit Score Affect Your Taxes?
    Expat Wealth Management | US Expat Taxes

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

    ByRandall Brody June 13, 2022March 30, 2026

    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

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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.
Apply Now

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
  • Services
    • Expat Tax Solutions
    • Streamlined Catch-Up Filing
    • FBAR & FATCA Compliance
    • Foreign Business Reporting
    • IRS Audit & Tax Resolution
    • Expat Tax Planning & Strategy
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • 2026 US Taxes for Expats
      • 2026 Foreign Asset and Account Reporting
      • Late Filing Amnesty Program
      • Proactive Planning
    • 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
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