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  • Tax Professional or CPA
    Expat Tax Resolution | Expat Taxes

    Tax Professional or CPA: Who Is the Best One for Your Expat Tax Problems

    ByRandall Brody June 13, 2022July 29, 2025

    Whom should you call to solve your tax problems? A CPA or a tax expert? Check out this visual guide comparing CPAs and tax professionals to find out!

    Read More Tax Professional or CPA: Who Is the Best One for Your Expat Tax ProblemsContinue

  • APPEAL with a judge's gavel and scales of justice in the background
    Expat Tax Resolution

    How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips Here

    ByRandall Brody May 17, 2022September 10, 2025

    Writing a Letter of Appeal to the IRS can help resolve tax concerns. This article discusses taxpayers’ rights and tackles the steps on how to write an appeal.

    Read More How to Write an Effective Letter of Appeal to the IRS in 7 Steps — Best Tips HereContinue

  • "TAX RECORDS" stamped on a file folder
    Expat Tax Resolution | Expat Taxes

    How To Request Your Tax Records in 4 Ways

    ByRandall Brody April 19, 2022July 29, 2025

    Having tax records on hand makes filing taxes a whole lot easier. Check out how you can request these documents to smoothen your tax preparations.

    Read More How To Request Your Tax Records in 4 WaysContinue

  • US dollar frozen in a block of ice
    Expat Tax Resolution

    4 Important Reasons the IRS Could Freeze Your Assets as an Expat

    ByRandall Brody April 19, 2022July 29, 2025

    Paying taxes is a duty, and the IRS can freeze your bank account for any unpaid tax debts. Learn about various other reasons the IRS could freeze your assets.

    Read More 4 Important Reasons the IRS Could Freeze Your Assets as an ExpatContinue

  • 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

  • Back Taxes Defined: What Happens When You Don’t File Your Tax Returns
    Expat Tax Resolution | Expat Taxes

    Back Taxes Defined: How to Overcome & Reasons Expats Need to File on Time

    ByRandall Brody January 3, 2022July 29, 2025

    Failure to file tax returns has serious consequences. Here’s a guide on back taxes and how you can settle your tax debt.

    Read More Back Taxes Defined: How to Overcome & Reasons Expats Need to File on TimeContinue

  • An Illustrated Guide to Tax Fraud
    Expat Tax Resolution

    How to Avoid Committing Tax Fraud: A Warning

    ByRandall Brody December 21, 2021July 29, 2025

    It’s possible that you’re committing tax fraud without you knowing it. Therefore, it’s crucial to familiarize yourself with its different forms and how to avoid them. This infographic will provide a visual guide on everything you need to know about tax fraud.

    Read More How to Avoid Committing Tax Fraud: A WarningContinue

  • woman asking for help in paying off debts
    Expat Tax Resolution

    7 Common Tax Resolution Methods to Fix Your IRS Issues

    ByRandall Brody November 7, 2021July 29, 2025

    Tax issues aren’t going to fix themselves. Here are seven tax resolution methods you can use whenever you find yourself in troubled waters with the IRS.

    Read More 7 Common Tax Resolution Methods to Fix Your IRS IssuesContinue

  • tax relief
    Expat Tax Resolution

    4 Valuable Tips You Need To Know About IRS One Time Forgiveness

    ByRandall Brody October 15, 2021July 29, 2025

    Make good use of the IRS’ one time forgiveness policy to take care of outstanding tax debt. Here’s what you need to know.

    Read More 4 Valuable Tips You Need To Know About IRS One Time ForgivenessContinue

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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.
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
    • 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
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  • Media Room
  • Contact Us