Tax Senior - Private Client Group

Wolf & Company • Boston, MA

12d

About The Position

Wolf & Company is seeking an experienced Senior Tax Associate to join its growing Private Client Group tax team. This role offers growth potential and is suited to a motivated tax professional with strong interpersonal and management skills and expertise in individual and fiduciary income taxation, as well as estate and gift tax. The position provides tax planning, consulting, and compliance services to clients and includes reviewing complex individual and fiduciary tax returns, supporting client and business development, and developing staff.

Requirements

• Bachelor’s degree with a concentration in Accounting.
• At least 3 years of tax experience.
• Excellent verbal and written communication skills.
• Proficient understanding of tax programs and tax software, and ability to develop that understanding.
• Demonstrated leadership and relationship skills.
• Ability to work cooperatively and collaboratively with all levels of employees.

Responsibilities

• Interact closely with clients to provide timely and effective tax planning, consulting, and compliance services.
• Perform primary and secondary reviews of complex tax returns for individual and fiduciary clients.
• Work in a deadline-driven environment and manage multiple projects simultaneously.
• Ensure client satisfaction through open communication, managing expectations, and meeting deadlines.
• Work with management on client management, professional development, and business development activities.
• Help develop, train, and mentor staff.

Benefits

• Spot awards.
• 401(k) savings.
• Flexible work.
• A generous total rewards and benefits package.
• Potential eligibility for performance-based incentive compensation or sales commission plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior