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Retirement Abroad

Home » Tax Samaritan Blog » Retirement Abroad

  • Can Social Security Benefits Be Garnished - Expats
    Retirement Abroad

    Can Social Security Benefits Be Garnished for Back Taxes?

    ByRandall Brody March 10, 2026March 11, 2026

    It’s common knowledge that the IRS can take your salary if you owe back taxes. But what if you rely only on your Social…

    Read More Can Social Security Benefits Be Garnished for Back Taxes?Continue

  • Small Business Retirement Plan Options - Expats
    Business Taxes for Expats | Expat Self-Employment Taxes | Retirement Abroad

    Small Business Retirement Plan: Best Options And Their Tax Advantages

    ByRandall Brody March 10, 2026March 10, 2026

    A business retirement plan is a key component for retirement savings for small business owners. They are also an increasingly important tool for attracting…

    Read More Small Business Retirement Plan: Best Options And Their Tax AdvantagesContinue

  • Retirement Abroad and US Expat Taxes
    Retirement Abroad

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

    ByRandall Brody February 12, 2026March 23, 2026

    Are you approaching retirement age and wondering where you can retire to make your retirement nest egg last longer? Retiring abroad may be the…

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

  • Backdoor Roth IRA For Expats
    Retirement Abroad

    Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?

    ByRandall Brody January 30, 2026February 8, 2026

    For many high earners, the Roth IRA is one of the most attractive retirement tools available. Tax-free growth. Tax-free withdrawals. No required minimum distributions….

    Read More Backdoor Roth IRA: Best Retirement Strategy for High-Earning Expats?Continue

  • Foreign Pension
    Retirement Abroad

    Foreign Pensions and US Taxes: What Expats Should Know In 2026

    ByRandall Brody October 10, 2025March 24, 2026

    There is confusion for many U.S. taxpayers about the reporting requirements for foreign pension plans. The IRS has posted information regarding The Taxation of Foreign…

    Read More Foreign Pensions and US Taxes: What Expats Should Know In 2026Continue

  • Catch-Up Contributions
    Retirement Abroad

    Catch-Up Contributions: A Smart Way to Boost Retirement Savings

    ByRandall Brody October 6, 2025February 12, 2026

    When you approach retirement age, saving becomes one of your top priorities. By age 50, you should have saved about six times your annual…

    Read More Catch-Up Contributions: A Smart Way to Boost Retirement SavingsContinue

  • Tax Advantages of Life Insurance Retirement Plan (LIRP)
    Retirement Abroad

    3 Tax Advantages of Life Insurance Retirement Plan (LIRP)

    ByXandra Bacuetes May 27, 2025March 11, 2026

    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

  • Solo 401(k) Plan for Self-Employed Expats
    Business Taxes for Expats | Retirement Abroad

    Solo 401(k) Retirement Plan for Self-Employed Expats

    ByRandall Brody May 4, 2025March 19, 2026

    Many Americans living and working abroad don’t realize they can still use U.S. retirement plans to save for the future. If you’re self-employed and…

    Read More Solo 401(k) Retirement Plan for Self-Employed ExpatsContinue

  • SIMPLE IRA Retirement Plan for Small Business Owners Abroad
    Business Taxes for Expats | Retirement Abroad

    SIMPLE IRA Retirement Plan for Small Business Owners Abroad

    ByRandall Brody May 2, 2025March 19, 2026

    If you’re a self-employed expat or running a small business abroad, planning for retirement doesn’t have to be complicated or expensive. One of the…

    Read More SIMPLE IRA Retirement Plan for Small Business Owners AbroadContinue

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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
    • Careers
  • Services
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive Planning
  • 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
  • Contact Us