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Expat Tax Forms

Home » Tax Samaritan Blog » Expat Tax Forms » Page 3
  • FEIE Form 2555 Benefit — a Guide for Expats
    Expat Tax Forms | Foreign Earned Income Exclusion

    FEIE Form 2555 Benefit – A Guide for Expats

    ByRandall Brody October 7, 2024July 29, 2025

    What is IRS Form 2555? Form 2555 is a document for expats who want to or are eligible to exclude their foreign-earned income from…

    Read More FEIE Form 2555 Benefit – A Guide for ExpatsContinue

  • W-9 Form for Independent Contractors and Freelancers
    Expat Self-Employment Taxes | Expat Tax Forms

    How to Complete W-9 Form for Independent Contractors and Freelancers

    ByRandall Brody September 30, 2024October 10, 2025

    What is a W-9 Form? The IRS Form W-9, or  “Request for Taxpayer Identification Number and Certification,” is used by U.S. taxpayers to provide…

    Read More How to Complete W-9 Form for Independent Contractors and FreelancersContinue

  • Form 8858
    Expat Tax Forms

    Form 8858 – Practical Info – What Expats Need to Know

    ByRandall Brody September 27, 2024July 29, 2025

    Form 8858 is an IRS form requirement for people who own certain foreign entities. If the filing requirement applies, you must do it accurately…

    Read More Form 8858 – Practical Info – What Expats Need to KnowContinue

  • Form 8833
    Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

    What Is Form 8833? A Guide for Expats

    ByRandall Brody September 27, 2024July 29, 2025

    What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

    Read More What Is Form 8833? A Guide for ExpatsContinue

  • IRS 1042-S Form
    Expat Tax Forms

    IRS 1042-S Form – Reporting Amounts Paid to Foreign Persons

    ByRandall Brody July 25, 2024July 29, 2025

    U.S. tax laws are hard enough for Americans to understand. They become even more challenging for non-residents who earn income from U.S. sources and…

    Read More IRS 1042-S Form – Reporting Amounts Paid to Foreign PersonsContinue

  • Form 5471 for expats with foreign corporations
    Expat Business Taxes | Expat Tax Forms

    How to File Form 5471 for U.S. Expats with Foreign Corporations

    ByRandall Brody July 15, 2024July 29, 2025

    If you are a U.S. citizen or resident involved with a foreign corporation, you may need to file IRS Form 5471, even if the…

    Read More How to File Form 5471 for U.S. Expats with Foreign CorporationsContinue

  • How to Report Profit or Loss from Business with Schedule C for Expats
    Expat Business Taxes | Expat Self-Employment Taxes | Expat Tax Forms

    How to Report Profit or Loss from Business with Schedule C for Expats

    ByRandall Brody June 24, 2024July 29, 2025

    Running a business involves managing a packed schedule. Tax season adds to the workload with extra paperwork. If you’re among the ten percent of…

    Read More How to Report Profit or Loss from Business with Schedule C for ExpatsContinue

  • W-4
    Expat Tax Forms

    How to File the New IRS Form W-4 for Expats

    ByRandall Brody June 11, 2024July 29, 2025

    If you’ve ever started a new job, you’ve probably filled out an IRS Form W-4 or the Employee’s Withholding Certificate. It’s a document that…

    Read More How to File the New IRS Form W-4 for ExpatsContinue

  • How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats
    Expat Tax Forms

    How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats

    ByRandall Brody May 17, 2024July 29, 2025

    Despite the rise of electronic payments, cash transactions persist in business. While they offer convenience, they present challenges during tax preparation. The IRS is…

    Read More How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide 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.

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.
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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.
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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