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  • document titled "SOCIAL SECURITY TAX"
    Expat Self-Employment Taxes

    The Most Comprehensive Guide to Social Security Tax for Expats

    ByRandall Brody December 19, 2025March 27, 2026

    Social Security provides a safety net to workers when they retire. But rules on Social Security tax can be confusing for expats. Let this guide help you out.

    Read More The Most Comprehensive Guide to Social Security Tax for ExpatsContinue

  • globe at the center of paper bills of different currencies
    US Expat Taxes

    Six Reasons To Hire a Tax Expert for International Taxation

    ByRandall Brody October 16, 2025March 30, 2026

    Paying taxes as a U.S. expat can be complicated. Read this article to know how an international tax expert can help you navigate this minefield.

    Read More Six Reasons To Hire a Tax Expert for International TaxationContinue

  • Banner image for Tax Terms Defined: Your Complete Expat Tax Dictionary
    US Expat Taxes

    Tax Terms Defined: Your Complete Expat Tax Dictionary

    ByRandall Brody August 17, 2021March 28, 2026

    This infographic serves as your beginner dictionary for everything expat tax. Learn the various tax terms relevant to the tax system.

    Read More Tax Terms Defined: Your Complete Expat Tax DictionaryContinue

  • Banner image for 5 Ways to Avoid Double Taxation for Foreign Entrepreneurs
    Business Taxes for Expats | Expat Self-Employment Taxes

    5 Ways to Avoid Double Taxation for Expat Entrepreneurs

    ByRandall Brody July 19, 2021March 18, 2026

    Handling your finances may be a bit tricky when you’re a foreign entrepreneur with no tax assistance. Read on to find out more on how to file taxes abroad.

    Read More 5 Ways to Avoid Double Taxation for Expat EntrepreneursContinue

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Expert Tax Solutions for U.S. Expats, Business Owners, and Retirees Abroad
Providing expert, worry-free tax solutions and proactive advisory services for Americans in:

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Canada • Mexico
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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.
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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
  • Services
    • Expat Tax Preparation
    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Proactive Planning
  • Get Started
  • Resources
    • FAQ
    • Webinars
    • In-depth Expat Tax Guides
      • U.S. Tax Guide to Retiring Abroad
      • 2026 US Taxes for Expats
      • 2026 Foreign Asset and Account Reporting
      • Late Filing Amnesty Program
      • Proactive Planning
    • 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
  • Login
  • Contact Us