Tax Senior - Private Client Group

Wolf & Company, P.C. • Boston, MA

19h • $80,000 - $130,000

About The Position

Wolf & Company is seeking an experienced tax professional to join its growing Private Client Group as a Tax Senior. The role involves individual and fiduciary income taxation, estate and gift tax, and client tax planning, consulting, and compliance. The successful candidate will have strong interpersonal and management skills and the ability to review complex returns, manage client relationships, and support staff development. Wolf & Company describes its culture as inclusive, diverse, welcoming, collaborative, and supportive.

Requirements

• Bachelor’s degree with a concentration in Accounting.
• Minimum 3 years of tax experience.
• Expertise in individual and fiduciary income taxation and estate and gift tax.
• Excellent verbal and written communication skills.
• Ability to use and develop a proficient understanding of tax programs and tax software.
• 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.
• Provide primary and secondary review of complex tax returns for individual and fiduciary clients.
• Work effectively in a deadline-driven environment while handling multiple projects simultaneously.
• Support 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

• Performance-based incentive compensation or sales commission plans may be available in addition to base pay.
• Spot awards.
• 401(k) savings.
• Flexible work.
• A generous total rewards and benefits package.

What This Job Offers

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