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Expat Tax Forms

Home » Tax Samaritan Blog » Expat Tax Forms » Page 4
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

IRS Form 433-F expat guide
Expat Tax Forms

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

ByRandall Brody March 27, 2022April 23, 2025

IRS Form 433-F – What You Need To Know If you are in a situation where you owe money for tax debts, and you…

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

IRS Tax Payments
Expat Tax Forms | FATCA for Expats

Do I Need To File Form 8938? What This Is And How To For 2022

ByRandall Brody January 4, 2022October 5, 2024

Form 8938 is part of the Foreign Account Tax Compliance Act or FATCA. It is a form that discloses accounts and assets held in…

Read More Do I Need To File Form 8938? What This Is And How To For 2022Continue

7 Answers to FAQs About IRS Form 8938
Expat Tax Forms | FATCA for Expats

7 Answers to FAQs About IRS Form 8938 — Valuable Info Expats Need To know

ByRandall Brody January 3, 2022October 5, 2024

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 7 Answers to FAQs About IRS Form 8938 — Valuable Info Expats Need To knowContinue

Form 14654
Expat Tax Forms | Expat Taxes

Form 14654 | Important Info Expats Need To Know

ByRandall Brody November 15, 2021October 6, 2024

Under the streamlined filing compliance procedures, either the “Streamlined Foreign Offshore Procedures” (for U.S. Taxpayers Residing in the United States) and the “Streamlined Domestic…

Read More Form 14654 | Important Info Expats Need To KnowContinue

Banner image for The Ultimate Guide to US Tax Forms for American Expats
Expat Tax Forms

The Ultimate Guide to U.S. Tax Forms for American Expats

ByRandall Brody June 1, 2021October 6, 2024

Even if you’re living or working outside the U.S., you are required to file your tax returns in an accurate and timely manner.

Read More The Ultimate Guide to U.S. Tax Forms for American ExpatsContinue

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