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expat tax deductions
Foreign Earned Income Exclusion | Foreign Tax Credit And Treaties

The Most Common Expat Tax Deductions

ByRandall Brody August 6, 2024September 24, 2024

Paying more taxes than you should is no one’s favorite. Whether you’re a typical taxpayer or an expat, learn how tax deductions can benefit you in this article.

Read More The Most Common Expat Tax DeductionsContinue

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, 2023October 5, 2024

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

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, 2022September 24, 2024

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

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, 2022October 5, 2024

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

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

Tax Terms Defined: Your Complete Expat Tax Dictionary

ByRandall Brody August 17, 2021October 6, 2024

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

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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.
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  • 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
      • Making A Difference
    • Careers
  • What We Do
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    • Late Back Tax Filing For Expats
    • Expat Foreign Account / Asset Reporting
    • Expat Foreign Corporation Reporting
    • Tax Resolution
    • Wealth Management
  • Get Started
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      • U.S. Tax Guide to Retiring Abroad
      • Digital Nomads
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      • 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
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      • Australia
      • Canada
      • Costa Rica
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