Skip to content
Expat tax services Tax Samaritan logo
  • About UsExpand
    • About Tax Samaritan
    • Team
    • Our Clients
    • Global Impact
    • Careers
  • What We DoExpand
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
  • ResourcesExpand
    • FAQ
    • Webinars
    • In-depth Expat Tax GuidesExpand
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • Country Expat Tax GuidesExpand
      • 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
Login
Expat tax services Tax Samaritan logo

Expat Tax Forms

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

Form 8621
Expat Business Taxes | Expat Tax Forms | Expat Wealth Management

Form 8621 Filing (PFIC) – Practical Information For Expats

ByRandall Brody February 22, 2021October 7, 2024

Form 8621 Purpose A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) or qualified electing fund…

Read More Form 8621 Filing (PFIC) – Practical Information For ExpatsContinue

Tax Questions
Expat Tax Forms

What Is A W-9? Urgent Insider Info Expats Need To Know

ByRandall Brody January 15, 2021October 7, 2024

If your financial institution has requested a W-9, you may be wondering about the purpose of this form, how to complete it, and why…

Read More What Is A W-9? Urgent Insider Info Expats Need To KnowContinue

Form 1040-NR-EZ
Expat Tax Forms

1040-NR-EZ: The Complex Truth About The Simple Form 1040-NR for Expats

ByRandall Brody December 24, 2016October 7, 2024

1040-NR-EZ Isn’t So Easy Like it or not, U.S. tax law imposes taxes on U.S. source income for individuals even if they are not…

Read More 1040-NR-EZ: The Complex Truth About The Simple Form 1040-NR for ExpatsContinue

Form 8829
Expat Self-Employment Taxes | Expat Tax Forms

Form 8829 – Practical Things Expats Need To Know About Home Office Deductions

ByRandall Brody November 5, 2016October 7, 2024

Important Advice If You Take A Home Office Deduction On Form 8829 Noted as one of the top areas that the IRS examines in…

Read More Form 8829 – Practical Things Expats Need To Know About Home Office DeductionsContinue

Page navigation

Previous PagePrevious 1 2 3 4 5 6 Next PageNext

Categories

  • Expat Business Taxes
  • Expat Self-Employment Taxes
  • Expat Tax Country Posts
  • Expat Tax Forms
  • Expat Tax Notices
  • Expat Tax Resolution
  • Expat Taxes
  • Expat Wealth Management
  • FATCA for Expats
  • FBAR For Expats
  • Foreign Earned Income Exclusion
  • Foreign Tax Credit And Treaties
  • Retirement Abroad
  • Streamlined Procedure

Our Tax Tips

Name(Required)
This field is for validation purposes and should be left unchanged.

We Are The Highest Rated U.S. Expat Tax Firm With More Than 10,000 Clients In More Than 193 Countries.

  • LinkedIn
  • Twitter
  • Facebook
  • YouTube

Quick Links

  • Expat Tax Solutions
  • Late Back Tax Filing For Expats
  • Expat Foreign Account / Asset Reporting
  • Tax Resolution
  • Get Started

Company

  • About Tax Samaritan
  • Our Clients
  • Privacy Policy
  • Contact Us

Subscribe to our Newsletter for latest news.

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

Copyright © 2025 Tax Samaritan | All Rights Reserved | Privacy Policy

Ready to Lead Exceptional Client Experiences?

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.
Apply Now

Ready to Deliver Transformational Client Success?

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.
Let’s Build the Future Together – Apply!
  • About Us
    • About 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
      • Tax filing 101
      • Entrepreneurs
      • Digital Nomads
      • Retirement Abroad
    • 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