Samantha Arias-Romero
@samanthaarias-romero
I build scalable client service operations, improve workflows, and lead bilingual teams supporting complex client portfolios.
What I'm looking for
At American Expat Tax Services, I built and operationalized the Client Service Department, creating workflows, SOPs, and service standards for a high-volume tax services environment.
I led five Client Service Representatives supporting seven Tax Professionals and more than 500 client accounts annually. I coordinated workflows for 500+ tax return filings, served as the senior escalation point for sensitive cases, and maintained documentation accuracy and deadline compliance.
I've developed training resources and workflow documentation, coached new hires, and supported adoption of company-wide systems during an ownership transition.
My background also includes Spanish interpretation in healthcare and education, plus freelance executive and administrative support. I bring bilingual English and Spanish communication, operational consistency, and a client-centered approach to remote teams.
Experience
Work history, roles, and key accomplishments
Client Service Manager | Client Operations
American Expat Tax Services
Apr 2022 - Apr 2026 (4 years)
Built and operationalized the Client Service Department, establishing workflows, SOPs, and service standards. Led a team of 5 Client Service Representatives supporting 7 Tax Professionals and 500+ client accounts annually.
Education
Degrees, certifications, and relevant coursework
Samantha hasn't added their education
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Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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