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Tax Manager - Private Client Group

Wolf & Company, P.C.

Boston, MAFull-time$120–160K/yrPosted 4w agoVerified open 6 days ago

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At a glance

Compensation
$120–160K/yr
Location
Boston, MA
Schedule
Full-time
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPA CertificationMaster's degree

Job overview

Wolf & Company, P.C. is hiring a Tax Manager - Private Client Group. Wolf is seeking an experienced Tax Manager to join its national firm, offering a partner‑track role with unlimited growth potential. The candidate must have strong interpersonal and management skills, expertise in individual and fiduciary income taxation, and the ability to deliver high‑quality client service.

Key focus areas include 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, and Provide primary and secondary review of complex tax returns for individual and fiduciary clients.

Successful candidates bring Masters In Taxation Degree, CPA Certification, and 6+ Years Tax Experience. Important skills include Interpersonal Skills, Management Skills, Individual Income Taxation, Fiduciary Income Taxation, Estate And Gift Tax, and Tax Preparation. Preferred (not required): Tax Planning, Consulting, Compliance Services, and Deadline Driven Environment.

Skills & qualifications

RequiredNice to have

Skills

Interpersonal SkillsManagement SkillsIndividual Income TaxationFiduciary Income TaxationEstate and Gift TaxTax PreparationTax ReviewTax ComplianceAgency CorrespondenceTax ResearchProblem-SolveCreativityLogical ThinkingSelf-DirectOrganize Multiple EngagementsPrioritize Multiple EngagementsManage Multiple Engagements Under Tight DeadlinesLeadershipCoachingFostering Client RelationshipsFostering Staff RelationshipsAnalytical SkillsOrganizational SkillsCommunicationAttract Client RelationshipsDevelop Profitable Client RelationshipsDevelop Sustainable Client RelationshipsTax PlanningConsultingCompliance ServicesDeadline Driven EnvironmentOpen CommunicationManaging ExpectationsMeeting DeadlinesProactively Sharing Tax Saving StrategiesClient ManagementProfessional DevelopmentBusiness DevelopmentManage StaffDevelop StaffTrain StaffMentor StaffPerformance and Engagement Reviews

Qualifications

Masters in Taxation DegreeCPA Certification6+ Years Tax Experience

Benefits

401(k) Match

Full 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
  • 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 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.

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