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FATCA for Expats

Home » Tax Samaritan Blog » FATCA for Expats
  • FATCA Form 8938 Expats
    Expat Tax Forms | FATCA for Expats

    FATCA Form 8938 Questions Answered — Valuable Info Expats Need to Know

    ByRandall Brody September 11, 2025September 11, 2025

    The IRS Form 8938 is one of the most important forms you must complete as an expat. If you’re unsure what IRS Form 8938 is or how to file it, don’t worry; this article will answer the most frequently asked questions about IRS Form 8938.

    Read More FATCA Form 8938 Questions Answered — Valuable Info Expats Need to KnowContinue

  • How to Complete Form 433-D for Expats
    FATCA for Expats

    How to Complete Form 433-D: IRS Installment Agreement Guide for Expats

    ByRandall Brody August 27, 2025August 27, 2025

    Paying your tax bill in full isn’t always possible. The IRS recognizes that many taxpayers, particularly expatriates managing both foreign and U.S. obligations, may…

    Read More How to Complete Form 433-D: IRS Installment Agreement Guide for ExpatsContinue

  • FATCA for Expats

    Audit Protection Plan

    ByRandall Brody February 14, 2025July 29, 2025

    You open your mailbox and spot an envelope from the Internal Revenue Service—not the kind with a refund check peeking through. Your heart races,…

    Read More Audit Protection PlanContinue

  • FATCA for Expats

    Satisfaction Guarantee

    ByRandall Brody February 14, 2025July 29, 2025

    We Stand Behind Our Work We stand behind everything with our professional services. We believe that if we give our clients a great experience,…

    Read More Satisfaction GuaranteeContinue

  • Owning Foreign Property
    Expat Taxes | FATCA for Expats | FBAR For Expats | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

    Owning Foreign Property – A Guide for Americans Living Abroad

    ByRandall Brody February 10, 2025August 19, 2025

    Owning property abroad can be an exciting opportunity for many Americans living abroad. Some buy a home overseas to settle in a new country,…

    Read More Owning Foreign Property – A Guide for Americans Living AbroadContinue

  • Retirement Abroad and US Expat Taxes
    Expat Taxes | FATCA for Expats | Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties | Retirement Abroad

    Retirement Abroad and US Expat Taxes: What You Need to Know

    ByRandall Brody February 6, 2025July 29, 2025

    Retiring abroad opens the door to new experiences, cultures, and opportunities.  But while you may leave U.S. soil behind, your obligations to the IRS…

    Read More Retirement Abroad and US Expat Taxes: What You Need to KnowContinue

  • Randall Brody Tax Samaritan founder and CEO
    FATCA for Expats

    About Tax Samaritan Founder Randall Brody

    ByRandall Brody January 17, 2025July 29, 2025

    RANDALL BRODY, EA Tax expert Randall Brody is the founder of Tax Samaritan and Peace Of Mind Help, companies specializing in expatriate tax solutions…

    Read More About Tax Samaritan Founder Randall BrodyContinue

  • international tax information exchange guide for expats
    FATCA for Expats

    International Tax Information Exchange – A Guide for Expats

    ByRandall Brody September 19, 2024July 29, 2025

    Tax information exchange involves sharing financial data between countries under treaties or bilateral agreements.  It plays a critical role in the global effort to…

    Read More International Tax Information Exchange – A Guide for ExpatsContinue

  • FATCA Filing for Expats
    FATCA for Expats

    FATCA Filing – A Guide for Reporting Foreign Assets for Expats

    ByRandall Brody August 16, 2024July 29, 2025

    If your foreign financial assets total exceeds the reporting threshold based on your filing status and whether you live in or outside of the U.S., FATCA reporting requirements will apply. This means that you will need to report applicable assets on Form 8938 along with your income tax return.

    Read More FATCA Filing – A Guide for Reporting Foreign Assets for ExpatsContinue

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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.
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  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
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  • 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.
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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.
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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

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  • 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
    • 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