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  • Form 8833
    Expat Tax Forms | Expat Taxes | Foreign Tax Credit And Treaties

    What Is Form 8833? A Guide for Expats

    ByRandall Brody September 27, 2024July 29, 2025

    What You Need to Know About The Form 8833 When a taxpayer elects to take a position that overrules or modifies any provisions of…

    Read More What Is Form 8833? A Guide for ExpatsContinue

  • Foreign Gift Tax
    Expat Taxes

    Foreign Gift Tax – Ultimate Insider Info Expats Need To Know For 2024

    ByRandall Brody September 27, 2024July 29, 2025

    About 13 percent of the current U.S. population consists of immigrants. As a result, there is an increasing demand for information about the correct…

    Read More Foreign Gift Tax – Ultimate Insider Info Expats Need To Know For 2024Continue

  • 6 Questions You Should Ask Your Tax Advisor
    Expat Taxes

    6 Questions You Should Ask Your Tax Advisor as an Expat

    ByRandall Brody February 8, 2023July 29, 2025

    The search for the right tax advisor can get confusing, especially if it’s your first time working with them. As a starting point, this article will be your guide on some sample questions you should ask your tax advisor.

    Read More 6 Questions You Should Ask Your Tax Advisor as an ExpatContinue

  • A 3D render of the word TAX is cut by a pair of scissors
    Foreign Tax Credit And Treaties

    Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To Know

    ByRandall Brody July 28, 2022July 29, 2025

    Taxes are time-consuming, but knowing how to minimize your tax dues can be worth the trouble. Read our blog to see how you can get the most savings in your taxes.

    Read More Tax Credit vs. Tax Deduction: The Most Important Differences Expats Need To KnowContinue

  • foreign currencies and the global economy
    Expat Business Taxes

    How Foreign Currency Impacts Your Expat Tax Payments

    ByRandall Brody May 17, 2022July 29, 2025

    Expat tax can be complicated to compute. Read this article for an overview of the IRS exchange rate vis-Ă -vis foreign exchange rates and how it affects your tax payments.

    Read More How Foreign Currency Impacts Your Expat Tax PaymentsContinue

  • 4 Key Differences You Should Know About Form 8938 and Form 8621
    FATCA for Expats

    Form 8938 and Form 8621: Revealing 4 Key Differences Expats Need to Know to Avoid Mistakes in Filing

    ByRandall Brody April 19, 2022July 29, 2025

    Filing taxes as an American living abroad can be confusing and challenging. Knowing the correct forms to use and how to fill them out correctly is as crucial as learning how to file your taxes. You need to understand two essential forms for expat taxes: Form 8938 and Form 8621.

    Read More Form 8938 and Form 8621: Revealing 4 Key Differences Expats Need to Know to Avoid Mistakes in FilingContinue

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

    The Most Comprehensive Guide to Social Security Tax for Expats

    ByRandall Brody April 19, 2022July 29, 2025

    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

  • Here’s How the IRS Actually Finds Out If You Are Tax Compliant
    Expat Tax Resolution | FATCA for Expats

    Here’s How the IRS Actually Finds Out If Expats Are Tax Compliant

    ByRandall Brody February 15, 2022July 29, 2025

    With the tax gap widening, the IRS has implemented different tactics for this massive undertaking to crackdown on taxpayers who habitually find a way to cheat the system. Let us examine the tax compliance process and how this affects you as a taxpayer.

    Read More Here’s How the IRS Actually Finds Out If Expats Are Tax CompliantContinue

  • A Step-by-Step Guide on Tax Payments for Expats
    Expat Tax Resolution | Expat Taxes

    A Guide on How To Make Tax Payments for Expats

    ByRandall Brody February 8, 2022July 29, 2025

    This infographic will walk you through the different tax payment options for expats. Read through to learn the basics of expat taxes.

    Read More A Guide on How To Make Tax Payments for ExpatsContinue

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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.
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.
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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