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Expat Tax Forms

Home » Tax Samaritan Blog » Expat Tax Forms
  • Injured Spouse Relief
    Expat Tax Forms | Expat Tax Resolution

    How to Recover Your Refund with Injured Spouse Relief

    ByRandall Brody October 20, 2025October 20, 2025

    Losing part or all of your tax refund because of your spouse’s debts can be frustrating, especially when you’re not legally responsible for them….

    Read More How to Recover Your Refund with Injured Spouse ReliefContinue

  • IRS Form 9423 and the Collection Appeals Program For Expats
    Expat Tax Forms | Expat Tax Resolution

    IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection Action

    ByRandall Brody October 20, 2025October 20, 2025

    Falling behind on taxes can quickly become a stressful situation. The IRS doesn’t wait long before sending reminders about your unpaid balance. If those…

    Read More IRS Form 9423 and the Collection Appeals Program – How to Appeal an IRS Collection ActionContinue

  • Form 8992
    Expat Tax Forms

    Form 8992 GILTI Calculation Pitfall — Latest To Know For 2026

    ByRandall Brody October 15, 2025November 11, 2025

    The new law of December 2017 brought major tax law changes for foreign corporation shareholders. This led to the creation of IRS Forms 8992…

    Read More Form 8992 GILTI Calculation Pitfall — Latest To Know For 2026Continue

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

    Form 8621 Filing (PFIC) – Practical Information For Expats

    ByRandall Brody September 26, 2025September 26, 2025

    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

  • IRS Form 433-F expat guide
    Expat Tax Forms

    IRS Form 433-F – How To Prepare Collection Information Statement

    ByRandall Brody September 26, 2025September 26, 2025

    What Is Form 433-F Used For? If you are in a situation where you owe money for tax debts, and you need to work…

    Read More IRS Form 433-F – How To Prepare Collection Information StatementContinue

  • 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

  • IRS Form 2210 expat guide
    Expat Tax Forms

    IRS Form 2210: How to Eliminate Underpayment Tax Penalties

    ByRandall Brody August 11, 2025November 11, 2025

    The IRS expects you to pay taxes throughout the year, not just at filing time. If you miss a quarterly payment or fall short…

    Read More IRS Form 2210: How to Eliminate Underpayment Tax PenaltiesContinue

  • IRS Form 843 for expats
    Expat Tax Forms

    IRS Form 843 – How To Request Abatement & Refund for Expats

    ByRandall Brody August 11, 2025August 11, 2025

    Mistakes happen, even with the IRS. If you’ve been wrongly hit with a penalty or interest, IRS Form 843 can offer relief. As a…

    Read More IRS Form 843 – How To Request Abatement & Refund for ExpatsContinue

  • Form 8821 for Expats
    Expat Tax Forms

    Form 8821: How to Fill Out and When to Use for Expats

    ByRandall Brody July 24, 2025July 29, 2025

    When you’re abroad, it’s not always practical to handle your taxes on your own. You’re dealing with time zone differences, slow mail delivery, and…

    Read More Form 8821: How to Fill Out and When to Use for ExpatsContinue

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What You’ll Do:

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  • Combines Lean Six Sigma expertise with a focus on achieving client excellence.
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Qualifications, Skills, and Core Competencies

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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.
  • Intermediate to advanced proficiency in Microsoft Office Suite, CRM systems, and project management tools.
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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.

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.
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  • 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.
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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