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Wolf & Company

National CPA and business consulting firm

Tax Senior - Private Client Group

Tax AccountingConfirmed live in the last 24 hours
Full-timeBoston, MA, USAIn-person

About the Job

Requirements

  • A bachelor's degree with a concentration in Accounting is required.
  • At least 3 years of tax experience is required.
  • Expertise in individual and fiduciary income taxation and estate and gift tax is required.
  • Proficient understanding of tax programs and tax software is required.
  • Strong verbal and written communication skills are required.
  • Leadership and relationship skills are required.
  • Ability to work cooperatively and collaboratively with employees at all levels is required.

Responsibilities

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

About the Company

Wolf & Company

National CPA and business consulting firm

Wolf & Company P.C. is a national CPA and business consulting firm that offers a broad set of services tailored to different industries, including assurance, tax, risk management, and business consulting, along with its WolfPAC Integrated Risk Management service. Its product work is delivered through a team of dedicated professionals who engage with clients to understand their industry needs, assess risks, plan, implement, and continuously monitor solutions. This company differentiates itself by combining a national-level service offering with a regional, relationship-focused approach, long history dating back to 1911, and deep partner involvement to provide customized solutions. Its goal is to help clients achieve lasting success by serving as a trusted partner and expert, building strong, lasting relationships.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1911

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