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  • 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

  • How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats
    Expat Tax Forms

    How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for Expats

    ByRandall Brody May 17, 2024July 29, 2025

    Despite the rise of electronic payments, cash transactions persist in business. While they offer convenience, they present challenges during tax preparation. The IRS is…

    Read More How to Report Cash Payments Over $10,000 on IRS Form 8300 – A Guide for ExpatsContinue

  • 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

  • Income Tax Brackets for 2025
    FATCA for Expats

    New Income Tax Brackets and Federal Tax Rates for 2025

    ByRandall Brody January 22, 2024July 29, 2025

    In the U.S., your income tax rate depends on your taxable income and filing status, which places you into one of seven tax brackets…

    Read More New Income Tax Brackets and Federal Tax Rates for 2025Continue

  • Taxable Income
    Expat Taxes

    The Difference Between Taxable Income vs. Nontaxable Income for Expats

    ByRandall Brody March 24, 2022July 29, 2025

    Not all kinds of income are taxable; the IRS considers some as tax-free. Find out their differences and the types of income they cover in this article.

    Read More The Difference Between Taxable Income vs. Nontaxable Income 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

  • 7 Tax Filing Tips for Digital Nomads
    Expat Self-Employment Taxes | Expat Taxes

    7 Important Tax Filing Tips Expat Digital Nomads Need To Know

    ByRandall Brody February 2, 2022July 29, 2025

    Just as tax filing can be overwhelming for U.S. expats, it’s the same for digital nomads. Here are some tips and tricks to help you with your digital nomad tax responsibilities.

    Read More 7 Important Tax Filing Tips Expat Digital Nomads Need To KnowContinue

  • tax bracket
    Expat Taxes

    Here’s How Expats Can Determine Their US Tax Bracket

    ByRandall Brody October 18, 2021July 29, 2025

    Tax brackets are important when you calculate your taxes, so it’s best that you understand what they are. Here’s a quick guide on how you can find your bracket.

    Read More Here’s How Expats Can Determine Their US Tax BracketContinue

  • Tax Filing 101 for U.S. Expats Living Abroad
    Expat Taxes

    Tax Filing 101 for U.S. Expats Living Abroad

    ByRandall Brody March 23, 2021July 29, 2025

    This guide will discuss 10 things every expat should know when tax filing. Need help settling your liabilities? Contact us for expat tax preparation services.

    Read More Tax Filing 101 for U.S. Expats Living AbroadContinue

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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