Tax Client Services Delivery Specialist

Overview

Wolf is seeking a Tax Client Services Delivery Specialist to join our growing and well-established national firm. The role oversees the execution and continuous improvement of the firm’s tax return delivery process, ensuring all client deliverables are completed accurately, efficiently, and with a high-quality client experience.

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.

• Process ownership and continuous improvement:

  • 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.

Qualifications

• 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.

• Experience with SafeSend Returns is a plus.

• Experience supporting busy season workflows and deadlines.

Work Schedule

Standard business hours with extended hours and required weekend availability during peak tax season.

Additional Information

Wolf & Company, P.C. is committed to striving to be an employer of choice that embraces inclusion & diversity. At Wolf, the strength of our team is measured by the uniqueness of each and every one of us. Our culture of inclusion and diversity celebrates our differences and recognizes the ongoing need to build a welcoming, collaborative, and supportive environment where our people can be their authentic selves and thrive. We strive for diversity inclusive of race, color, ethnicity, national origin, gender identity, gender expression, sex, age, color, religion, sexual orientation, physical abilities, medical condition, pregnancy, education, social classes, marital status, veteran status, and so much more. Wolf is committed to making employment decisions without regard to an individual’s protected characteristics and to providing equal opportunity for all.