Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Tax Samaritan Team
    • Our Clients
    • Global Impact
    • Careers
  • What We DoExpand
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • ResourcesExpand
    • FAQ
    • Webinars
    • In-depth Expat Tax GuidesExpand
      • 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 GuidesExpand
      • 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
Login
Expat tax services Tax Samaritan logo

FBAR For Expats

Home » Tax Samaritan Blog » Foreign Bank Account Reporting (FBAR) » Page 2
FBAR Late Filing
FBAR For Expats

FBAR Late Filing – Important Tips To Help Expats Get Compliant

ByRandall Brody October 13, 2021October 6, 2024

FBAR Late Filing Options The implementation of FATCA and ongoing efforts to uncover FBAR late filing by the IRS, Treasury Department and U.S. government…

Read More FBAR Late Filing – Important Tips To Help Expats Get CompliantContinue

Unreported Offshore Accounts
Expat Tax Resolution | FBAR For Expats

Unreported Offshore Accounts – Advice To Get Compliant

ByRandall Brody September 22, 2021October 6, 2024

Hiding Money or Income Offshore Among the “Dirty Dozen” List of Tax Scams for the 2015 Filing Season The Internal Revenue Service recently announced…

Read More Unreported Offshore Accounts – Advice To Get CompliantContinue

Can I Open a Bank Account as an Expat? 6 Questions Answered
Expat Taxes | FBAR For Expats

Can I Open a Bank Account as an Expat? Your Questions Answered

ByRandall Brody August 18, 2021October 6, 2024

Expat bank accounts need a distinct set of requirements, and expats often have questions about opening one. Luckily, this article answers the frequently asked questions about opening a bank account for expats abroad.

Read More Can I Open a Bank Account as an Expat? Your Questions AnsweredContinue

FinCEN Form 114
FBAR For Expats

What Is The FinCen Form 114? What Expats Need To Know For FBAR Filing

ByRandall Brody February 22, 2021October 7, 2024

Purpose Of The FinCEN Form 114, Report of Foreign Bank and Financial Accounts The FinCEN Form 114 reports financial interest in or signature authority…

Read More What Is The FinCen Form 114? What Expats Need To Know For FBAR FilingContinue

Offshore Income
Expat Tax Resolution | FATCA for Expats | FBAR For Expats

The Truth About Hiding Offshore Income for Expats

ByRandall Brody March 23, 2016October 9, 2024

Avoiding Taxes With Offshore Income The IRS has stated that avoiding taxes by hiding Offshore Income or overseas assets in unreported offshore accounts remains…

Read More The Truth About Hiding Offshore Income for ExpatsContinue

Cayman Island Offshore Accounts
Expat Tax Country Posts | FATCA for Expats | FBAR For Expats

Cayman Island Offshore Accounts – Why Expats Need To Be In Full Compliance Now

ByRandall Brody March 13, 2016October 9, 2024

Two Cayman Island Financial Institutions Plead Guilty in Manhattan Federal Court to Conspiring to Hide More Than $130 Million in Cayman Island Offshore Accounts…

Read More Cayman Island Offshore Accounts – Why Expats Need To Be In Full Compliance NowContinue

FBAR Due Date Changed
FBAR For Expats

FBAR Due Date Changed | New Deadline You Need To Know

ByRandall Brody August 3, 2015September 24, 2024

FBAR Due Date Changed To April 15 Following approval of the Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (isn’t it…

Read More FBAR Due Date Changed | New Deadline You Need To KnowContinue

FBAR Disclosure
FBAR For Expats

FBAR Disclosure | This Is How To File The Right Way

ByRandall Brody March 2, 2015March 24, 2023

FBAR Disclosure – Disclosing Your Foreign Accounts An FBAR disclosure of your foreign accounts is part of your civic responsibility. As a US citizen…

Read More FBAR Disclosure | This Is How To File The Right WayContinue

FBAR Form
Expat Tax Forms | FBAR For Expats

FBAR Form – Reporting of Foreign Bank and Financial Accounts for Expats

ByRandall Brody November 30, 2014October 9, 2024

If you have a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust,…

Read More FBAR Form – Reporting of Foreign Bank and Financial Accounts for ExpatsContinue

Page navigation

Previous PagePrevious 1 2 3 Next PageNext

Categories

  • Expat Business Taxes
  • Expat Self-Employment Taxes
  • Expat Tax Country Posts
  • Expat Tax Forms
  • Expat Tax Notices
  • Expat Tax Resolution
  • Expat Taxes
  • Expat Wealth Management
  • FATCA for Expats
  • FBAR For Expats
  • Foreign Earned Income Exclusion
  • Foreign Tax Credit And Treaties
  • Retirement Abroad
  • Streamlined Procedure

Our Tax Tips

Name(Required)
This field is for validation purposes and should be left unchanged.

We Are The Highest Rated U.S. Expat Tax Firm With More Than 10,000 Clients In More Than 193 Countries.

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

Quick Links

  • Expat Tax Solutions
  • Late Back Tax Filing For Expats
  • Expat Foreign Account / Asset Reporting
  • Tax Resolution
  • Get Started

Company

  • About Tax Samaritan
  • Our Clients
  • Privacy Policy
  • Contact Us

Subscribe to our Newsletter for latest news.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Copyright © 2025 Tax Samaritan | All Rights Reserved | Privacy Policy

Ready to Lead Exceptional Client Experiences?

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.
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