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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

  • 5 Simple Steps to Fix  Rejected Tax Returns for Expats
    Expat Tax Resolution | Expat Taxes

    5 Simple Steps to Fix  Rejected Tax Returns for Expats

    ByRandall Brody April 29, 2024July 29, 2025

    You spent days, perhaps even months, wrestling with receipts, forms, and numbers to prepare your tax return. After countless hours of hard work, you…

    Read More 5 Simple Steps to Fix  Rejected Tax Returns for ExpatsContinue

  • 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

  • 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 Audit" handwritten on business accounting documents
    Expat Tax Resolution

    Ultimate Guide to IRS Tax Audit — Everything Expats Need to Know

    ByRandall Brody May 17, 2022July 29, 2025

    IRS tax audits can be daunting for inexperienced citizens. Learn about the IRS tax audit process and how you can adequately deal with them with this guide.

    Read More Ultimate Guide to IRS Tax Audit — Everything Expats Need to KnowContinue

  • 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 What Happens When You Make a Tax Filing Error
    Expat Tax Resolution

    Here Is What Happens When Expats Make a Tax Filing Error and How to Resolve

    ByRandall Brody March 11, 2022July 29, 2025

    Making a tax filing error can easily make you panic. You may think that committing a mistake in your personal, income, or tax credit information will cause issues. However, this is not true, as it is not the first of its kind. There is no need to panic as they can be resolved. In fact, these mistakes are so relatively common that the IRS has a process to fix them. If you are still unsure how to handle your tax errors, below are how to correct them and what to look out for.

    Read More Here Is What Happens When Expats Make a Tax Filing Error and How to ResolveContinue

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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