Tax Manager - Private Client Group

Wolf & Company•Boston, MA

8d•Hybrid

About The Position

Wolf is seeking an experienced Tax Manager to join our growing and well-established national firm. This partner-track position with unlimited growth potential requires a motivated, experienced tax professional with strong interpersonal and management skills. A successful candidate should possess expertise in individual and fiduciary income taxation and estate and gift tax. As a Tax Manager, your role will include the following responsibilities which are focused around two core concepts: your technical expertise and your ability to deliver excellent quality client service.

Requirements

Masters in Taxation degree required
CPA certification required
6+ years tax experience
Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research
Ability to problem-solve and think both creatively and logically
A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships
Excellent analytical, organizational, and written and verbal communication skills
Ability to attract and develop profitable, sustainable client relationships

Responsibilities

Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
Manage and drive the success of multiple engagements in all facets of individual taxation
Provide primary and secondary review of complex tax returns for individual and fiduciary clients
Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies
Work closely with partners and staff on client management, professional development and business development activities
Manage, develop, train and mentor staff including performance and engagement reviews