Tax Manager - Private Client Group

Wolf & CompanyBoston, MA
15d$115,000 - $145,000

About The Position

Overview 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

  • CPA or EA certification required with 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 and advisors 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
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • 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

Benefits

  • Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.

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What This Job Offers

Job Type

Full-time

Career Level

Manager

Education Level

No Education Listed

Number of Employees

51-100 employees

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