Tax Client Services Delivery Specialist

Wolf & Company•Boston, MA

16h

About The Position

Wolf is seeking a Tax Client Services Delivery Specialist to join our growing and well-established national firm. The Tax Client Services Delivery Specialist oversees the execution and continuous improvement of the firm’s tax return delivery process, ensuring that all client deliverables are completed accurately, efficiently, and with consistent, high-quality client experience. This role requires strong attention to detail, a process improvement mindset, general familiarity with IRS forms, and the ability to work calmly within tight deadlines during peak tax season. This position will also require the preparation and delivery of other client deliverables such as proposals, meeting materials, Statements of Work, Master Service Agreements, Non-Disclosure Agreements, and client consent forms.

Requirements

Prior experience in a public accounting firm; tax experience strongly preferred
1–2+ years of experience supporting or processing U.S. tax returns
Working knowledge of IRS forms, tax terminology, and the tax compliance lifecycle
Experience with CCH Axcess Tax and GoSystem Tax preferred
High level of accuracy and attention to detail
Strong written and verbal communication skills
Ability to manage multiple deliverables and deadlines simultaneously
Comfort working across multiple technology platforms and client systems
Experience supporting busy season workflows and deadlines

Nice To Haves

Experience with SafeSend Returns is a plus

Responsibilities

Manage the end to end delivery of tax returns using firm approved tax software and delivery platforms
Review, assemble, and release tax returns in compliance with IRS e file standards and internal quality control procedures
Verify client signatures, authorizations, and required documentation prior to federal and state e-filing
Flag discrepancies or missing information and coordinate resolution with tax teams
Serve as a primary point of contact for clients regarding the signing of their tax returns and other deliverables
Provide clear, professional guidance to clients throughout the delivery process
Ensure a consistently positive, responsive, and organized client experience
Communicate client questions, issues, and status updates clearly to internal engagement teams
Prepare and coordinate delivery of client deliverables such as engagement letters, Statements of Work, Master Service Agreements, Non Disclosure Agreements, questionnaires, and consent forms
Maintain accurate and well organized digital records of approvals, confirmations, and client communications
Take ownership of assigned delivery workflows from start to finish
Ensure consistency, accuracy, and organization across all client deliverables
Identify opportunities to improve efficiency, standardization, and client communication
Contribute ideas to strengthen the firm’s overall tax client delivery model