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  • Owe Payroll Taxes
    Expat Business Taxes | Expat Tax Resolution

    Owe Payroll Taxes? Expert’s Advice You Need to Know

    ByRandall Brody April 23, 2025October 10, 2025

    As a small business owner, paying your employees’ payroll taxes is crucial to running your business. Unfortunately, sometimes money is tight, and small business…

    Read More Owe Payroll Taxes? Expert’s Advice You Need to KnowContinue

  • 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

  • A Primer on How to Open A Business for Expat Entrepreneurs
    Expat Business Taxes

    A Guide on How to Open A Business for Expat Entrepreneurs

    ByRandall Brody February 8, 2023July 29, 2025

    Seeking opportunities and experiences in other countries is one of the reasons why expats thrive elsewhere. Countries with booming economies attract expat entrepreneurs, but it can be quite a daunting task, especially if you want to build a business from scratch.

    Read More A Guide on How to Open A Business for Expat EntrepreneursContinue

  • old couple giving high fives while working on taxes
    Expat Taxes

    8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an Expat

    ByRandall Brody February 8, 2023July 29, 2025

    Don’t settle for your initial tax bill. Put in the extra effort by applying these expert tips to reduce taxable income, so you pay less taxes.

    Read More 8 Expert Tips to Reduce Taxable Income – How to Pay Less Taxes as an ExpatContinue

  • A Primer on How Foreign Companies Pay U.S. Taxes
    Expat Business Taxes

    A Primer on How Foreign Companies Pay U.S. Taxes

    ByRandall Brody October 24, 2022July 29, 2025

    Understanding how the U.S. taxes foreign corporations can help you keep your business obligations in check. Learn more in this infographic.

    Read More A Primer on How Foreign Companies Pay U.S. TaxesContinue

  • Truck driver posing for the camera with a box truck in the background.
    Expat Self-Employment Taxes | Expat Taxes

    Revealing 9 Truck Driver Tax Deductions You Need To Know

    ByRandall Brody September 1, 2022July 29, 2025

    Tax deductions can reduce your taxable income. Learn about which tax deductions are available to you as a truck driver in this article.

    Read More Revealing 9 Truck Driver Tax Deductions You Need To KnowContinue

  • Stack of files with two binders labelled "Salaries" and "Payroll".
    Expat Business Taxes

    Here Is How to Avoid Double Taxation With Your HR

    ByRandall Brody August 11, 2022July 29, 2025

    HR teams have a crucial part in a company’s payroll processes. As such, they must know how tax filing works, including for expat employees.

    Read More Here Is How to Avoid Double Taxation With Your HRContinue

  • tax deductions
    Expat Business Taxes

    The Most Valuable Tax Deductions For Businesses Expats Need To Know

    ByRandall Brody July 28, 2022July 29, 2025

    Knowing how to reduce taxable income is just as important as staying tax compliant. Read on to know the different tax deductions for your business to maximize.

    Read More The Most Valuable Tax Deductions For Businesses Expats Need To KnowContinue

  • female entrepreneur doing taxes
    Expat Business Taxes | Expat Self-Employment Taxes | Expat Taxes

    8 Important Tax Preparation Tips You Need to Know as an Expat Entrepreneur

    ByRandall Brody January 3, 2022July 29, 2025

    Preparing business tax returns is different for a foreign entrepreneur. To effectively run your business abroad, here are some tips to help you out.

    Read More 8 Important Tax Preparation Tips You Need to Know as an Expat EntrepreneurContinue

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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 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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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.
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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