Tax Manager - Private Client Group

Wolf is seeking an experienced Tax Manager to join our growing and well-established national firm. This partner-track, remote position (2-3 office visits per year, EST time zone ideal) offers unlimited growth potential for a motivated tax professional with strong interpersonal and management skills. Expertise in individual and fiduciary income taxation and estate and gift tax is required.

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.
• Perform primary and secondary review of complex tax returns for individual and fiduciary clients.
• 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.

Requirements

• Master’s in Taxation degree required.
• CPA certification required with 6+ years of tax experience.
• Strong technical skills in tax preparation and review, tax compliance, agency correspondence, and tax research.
• Ability to problem-solve and think both creatively and logically.
• 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.