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Form 1098-E: Student Loan Interest Statement
Expat Tax Forms

Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on Taxes

ByRandall Brody November 6, 2024November 6, 2024

If you’ve ever borrowed money for school, chances are you’ve received a Form 1098-E. Your loan servicer provides this form to help you track…

Read More Form 1098-E: Student Loan Interest Statement and How It Can Help You Save on TaxesContinue

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

What Is Form 8833? A Guide for Expats

ByRandall Brody September 27, 2024October 3, 2024

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, 2024October 3, 2024

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

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

"Pay taxes" written on a sticky note on an expat's desk, with a model airplane in the background.
Expat Taxes

The Truth About Why Expats Still Need to Pay Taxes

ByRandall Brody September 1, 2022August 13, 2024

US expats are still required to pay taxes no matter where they work or live. Find out more about why you need to comply and how you can benefit from it.

Read More The Truth About Why Expats Still Need to Pay TaxesContinue

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, 2022October 5, 2024

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

"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, 2022October 5, 2024

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

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, 2021October 6, 2024

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

6 Steps to Determine Your Tax Residency Status
Expat Taxes

6 Steps for Expats to Determine Your Tax Residency Status

ByRandall Brody November 5, 2021October 6, 2024

Knowing your tax residency status will help determine your tax rates and benefits available to you. Keep reading to understand how tax residency status is determined and the steps to know your tax residency status.

Read More 6 Steps for Expats to Determine Your Tax Residency StatusContinue

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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.
Let’s Build the Future Together – Apply!
  • About Us
    • About Tax Samaritan
    • Tax Samaritan 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
    • 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
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