Tax Manager - Private Client Group

Wolf & Company, P.C.; Boston (MA); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

spot awards

401(k) savings

flexible work

generous total rewards and benefits

Job summary

Wolf & Company, P.C. in Boston, MA is seeking an experienced Tax Manager for the Private Client Group to support individual and fiduciary taxation and estate planning. This partner-track role focuses on technical excellence and high-quality client service.

The Tax Manager will oversee multiple engagements, provide expert tax planning and compliance, and mentor staff while delivering timely results and strategic tax-saving strategies for clients.

Qualifications

• Masters in Taxation degree required.
• CPA certification required with 6+ years tax experience.
• Strong technical skills in tax preparation, review, and tax research.
• Ability to problem-solve and manage multiple engagements under tight deadlines.
• Excellent analytical, organizational, and written/verbal communication skills.

Responsibilities

• Interact closely with clients to provide tax planning, consulting and compliance services in a timely 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 and proactive tax-saving strategies.

Skills

Tax planning

Client service

Engagement leadership

Tax review

Tax research

Time management

Education

Masters in Taxation

CPA certification

Job description

Tax Manager - Private Client Group

Location: US-MA-Boston

ID: 2026-1565

Category: Private Client Group Tax (PCG)

Position Type: Full-Time

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.

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
• 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

  Qualifications

  • Masters in Taxation degree required
  • CPA 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

  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.

  The salary range for this position is $120,000 - $160,000.

  Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. In addition to base pay, you may be eligible to participate in our performance-based incentive compensation or sales commission plans. In addition, Wolf offers a wide range of benefits including spot awards, 401(k) savings, flexible work, and a generous total rewards and benefits package.

  Benefits

  • spot awards
  • 401(k) savings
  • flexible work
  • a generous total rewards and benefits package