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Expat Tax Forms

Home » Tax Samaritan Blog » Expat Tax Forms » Page 6
  • Delinquent International Information Return
    Expat Tax Forms | Expat Taxes

    Delinquent International Information Return – A Guide for Expats

    ByRandall Brody May 25, 2016July 29, 2025

    Delinquent International Information Return Tips If you are like many Americans abroad facing the ugly spectre of a Delinquent International Information Return and the…

    Read More Delinquent International Information Return – A Guide for ExpatsContinue

  • Form 8832
    Expat Business Taxes | Expat Tax Forms

    IRS Form 8832 for Expats – Does It Make Your Tax Return Simple?

    ByRandall Brody May 4, 2016July 29, 2025

    IRS Form 8832 – The Key To A Simpler Tax Return? It seems to me that most Americans don’t really dive into understanding the…

    Read More IRS Form 8832 for Expats – Does It Make Your Tax Return Simple?Continue

  • Form 982
    Expat Tax Forms

    IRS Form 982 – How Expats Can Reduce Their Cancelled Debt Income

    ByRandall Brody April 3, 2016July 29, 2025

    IRS Form 982 Do I need to file it? Extreme caution should be taken when presenting your tax returns for a year in which…

    Read More IRS Form 982 – How Expats Can Reduce Their Cancelled Debt IncomeContinue

  • IRS Form 8938
    Expat Tax Forms | FATCA for Expats

    IRS Form 8938 – Practical Info Expats Need To Know

    ByRandall Brody January 4, 2016July 29, 2025

    IRS Form 8938 – Purpose Of The Form The IRS Form 8938, Statement of Specified Foreign Financial Assets is used to report your specified…

    Read More IRS Form 8938 – Practical Info Expats Need To KnowContinue

  • Form 926
    Expat Business Taxes | Expat Tax Forms

    Form 926 – Valuable Info Expats Need To Know When You Own A Foreign Corporation

    ByRandall Brody October 29, 2015July 29, 2025

    Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation Many U.S. entrepreneurs overseas set-up a foreign corporation for their businesses…

    Read More Form 926 – Valuable Info Expats Need To Know When You Own A Foreign CorporationContinue

  • Form 8801
    Expat Tax Forms

    Form 8801 for Expats Advice On The Prior Year Minimum Tax Credit

    ByRandall Brody September 15, 2015July 29, 2025

    IRS Form 8801 If you paid Alternative Minimum Tax, otherwise known as AMT, in prior years, then this article is of importance to you….

    Read More Form 8801 for Expats Advice On The Prior Year Minimum Tax CreditContinue

  • Form 8805
    Expat Business Taxes | Expat Tax Forms

    IRS Form 8805 for Expats – What You Need to Know

    ByRandall Brody August 11, 2015July 29, 2025

    Who Must Use Form 8805 Along with Form 8804, Annual Return for Partnership Withholding Tax (Section 1446) , Form 8813, Form 8805 is used…

    Read More IRS Form 8805 for Expats – What You Need to KnowContinue

  • Form 8804
    Expat Business Taxes | Expat Tax Forms

    Reliable Facts About Form 8804 Expats Need To Know

    ByRandall Brody August 10, 2015July 29, 2025

    Who Must Use Form 8804 Along with Form 8805, A Foreign Partner’s Information Statement of Section 1446 Withholding Tax , Form 8813, and Form…

    Read More Reliable Facts About Form 8804 Expats Need To KnowContinue

  • W8BEN
    Expat Tax Forms

    W8BEN – How To Reduce Mandatory Withholding for Expats

    ByRandall Brody August 5, 2015July 29, 2025

    Purpose Of The Form W8BEN Foreign persons, such as a nonresident alien or foreign entity, are subject to a mandatory 30% withholding rate on…

    Read More W8BEN – How To Reduce Mandatory Withholding 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.
  • Strong problem-solving and conflict-resolution abilities.
  • Leadership skills with a knack for inspiring and guiding teams toward common goals.
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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.
  • Embody Tax Samaritan’s core values by delivering high-quality service with integrity, proactivity, and compassion.
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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