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Expat Wealth Management

Home » Tax Samaritan Blog » Expat Wealth Management » Page 2
  • Expat Wealth Management | FATCA for Expats

    Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To Know

    ByRandall Brody December 27, 2016July 29, 2025

    Merrill Lynch has recently been sending letters to many of their US citizen clients living outside the USA saying that their accounts will be…

    Read More Merrill Lynch Closing Brokerage Accounts for US Expats – Important Info Expats Need To KnowContinue

  • Expat Taxes | Expat Wealth Management

    The Truth About Foreign Mutual Funds & Reasons Expats Should Avoid Them

    ByRandall Brody September 13, 2016July 29, 2025

    I recently co-authored an article with Michael J. DeBlis III, Esq., entitled, Understanding The PFIC Rules And The Implications of Owning Foreign Mutual Funds…

    Read More The Truth About Foreign Mutual Funds & Reasons Expats Should Avoid ThemContinue

  • QEF
    Expat Business Taxes | Expat Wealth Management

    QEF (Qualifying Electing Fund) Election For PFIC

    ByRandall Brody June 25, 2016July 29, 2025

    Many banks, investment funds and information material tout a QEF election as the easy way out of escaping the default PFIC treatment. But, it…

    Read More QEF (Qualifying Electing Fund) Election For PFICContinue

  • 2015 Form 8621
    Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

    IRS Form 8621 – What Expats Need To Know About This Complex Form

    ByRandall Brody June 20, 2016August 18, 2025

    2015 Form 8621 Changes There was only one change to the 2015 Form 8621that helps reduce duplicative reporting. A new checkbox has been added…

    Read More IRS Form 8621 – What Expats Need To Know About This Complex FormContinue

  • Panama Papers
    Expat Tax Country Posts | Expat Wealth Management

    Panama Papers – Practical Info Expats Need To Know

    ByRandall Brody May 4, 2016July 29, 2025

    All the recent scandal about the Panama Papers and tax havens and shell companies bring to light the hornet’s nest that FATCA has been…

    Read More Panama Papers – Practical Info Expats Need To KnowContinue

  • IRA Deduction
    Expat Taxes | Expat Wealth Management | Retirement Abroad

    IRA Deduction for Expats- See How To Save Money For Retirement

    ByRandall Brody December 15, 2015July 29, 2025

    Traditional IRA Deduction If you make contributions to a traditional IRA, you may be able to take an IRA deduction. The idea behind the…

    Read More IRA Deduction for Expats- See How To Save Money For RetirementContinue

  • Save For Retirement
    Expat Wealth Management

    Planning to Save For Retirement Abroad

    ByRandall Brody July 7, 2015July 29, 2025

    Are you participating in an employer-sponsored retirement plan? If your company has one, consider yourself fortunate. But if you’ve been ignoring whatever your company…

    Read More Planning to Save For Retirement AbroadContinue

  • SIMPLE IRA
    Expat Self-Employment Taxes | Expat Wealth Management | Retirement Abroad

    A SIMPLE IRA Retirement Plan for Self-Employed Expats

    ByRandall Brody November 18, 2014July 29, 2025

    SIMPLE IRA Plans – Easy To Set Up And Manage Of all the retirement plans available to small business owners, the SIMPLE IRA plan…

    Read More A SIMPLE IRA Retirement Plan for Self-Employed ExpatsContinue

  • College Savings Plan
    Expat Wealth Management

    Benefits of a College Savings Plan – How to Save for College Tax-Free for Expats

    ByRandall Brody September 10, 2014July 29, 2025

    How To Save For College Tax-Free With A College Savings Plan According to a 2014 study published by the Federal Reserve Bank of San…

    Read More Benefits of a College Savings Plan – How to Save for College Tax-Free for ExpatsContinue

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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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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