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Expat Tax Forms

Home » Tax Samaritan Blog » Expat Tax Forms » Page 3
IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return
Expat Tax Forms

IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed Return

ByRandall Brody January 12, 2024October 5, 2024

Tax filing can be a perplexing time for many Americans, and sometimes, despite your best efforts, mistakes happen. If you’ve filed your taxes and…

Read More IRS Form 1040-X for Expat: How To Correct Mistakes on Previously Filed ReturnContinue

Charitable Donations Tax Deductions
Expat Tax Forms

Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax Deductions

ByRandall Brody November 20, 2023October 5, 2024

Supporting charities can be immensely rewarding, not just for the positive impact it has on communities and causes but also for the potential tax…

Read More Your Easy Guide to IRS Form 8283: Simplifying Charitable Donations for Tax DeductionsContinue

Cancellation of Debt Form
Expat Tax Forms

Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt Form

ByRandall Brody October 20, 2023October 5, 2024

Borrowing money through credit cards or loans can offer financial relief and opportunities. But what happens when you can’t repay that debt? In such…

Read More Emerging Debt-Free: What You Need to Know About 1099-C Cancellation of Debt FormContinue

Form 1099-MISC: Urgent Reasons Expats Need To File
Expat Tax Forms

Form 1099-MISC: Urgent Reasons Expats Need To File

ByRandall Brody October 6, 2023October 5, 2024

Form 1099-MISC, also known as Miscellaneous Information, is an IRS form used for specific types of miscellaneous income paid to individuals or entities. This…

Read More Form 1099-MISC: Urgent Reasons Expats Need To FileContinue

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing
Expat Tax Forms

Form 1099-NEC: Common Mistakes to Avoid for Error-Free Filing

ByRandall Brody September 27, 2023September 24, 2024

The IRS Form 1099-NEC, or  Nonemployee Compensation form, is a tax form that businesses use to report payments made to individuals who are not…

Read More Form 1099-NEC: Common Mistakes to Avoid for Error-Free FilingContinue

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble
Expat Tax Forms

IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS Trouble

ByRandall Brody September 20, 2023October 5, 2024

Running a business involves many forms and paperwork, but there’s one thing you can’t afford to ignore – the IRS SS-4 form. While it’s…

Read More IRS SS-4 Form: How to Avoid Common Mistakes and Prevent IRS TroubleContinue

How to Unlock Hidden Savings with Form 8829 for Expats
Expat Tax Forms

How to Unlock Hidden Savings with Form 8829 for Expats

ByRandall Brody September 6, 2023October 5, 2024

As a small business owner or self-employed individual, you’re entitled to various deductions that can significantly reduce your tax liability. One such valuable deduction…

Read More How to Unlock Hidden Savings with Form 8829 for ExpatsContinue

Everything You Need to Know About Form 5471
Expat Business Taxes | Expat Tax Forms

Everything Expats Need to Know About IRS Form 5471

ByRandall Brody October 5, 2022October 5, 2024

In this infographic, you’ll learn the significance and requirements of filing Form 5471 as an entrepreneur, businessperson, or expat with an income stream outside the U.S.

Read More Everything Expats Need to Know About IRS Form 5471Continue

Form 3520 Foreign Gift Tax
Expat Tax Forms

Filing Form 3520: How to Report Foreign Gift Tax for Expats

ByRandall Brody September 19, 2022January 22, 2025

Read the infographic and article below to learn more about Form 3520 and how it affects you as an expat taxpayer.

Read More Filing Form 3520: How to Report Foreign Gift Tax 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.
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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