Job Summary
The Wolf Group, P.C. (TWG) is a boutique tax firm in the Washington, DC, metro area that specializes in international and expatriate taxation. For over 40 years, we have served high-net-worth international clients (non-U.S. citizens inbound to the U.S., Americans abroad, and entrepreneurs with cross-border business interests). We pride ourselves on our integrity, professional excellence, collaborative spirit, and unyielding focus on client service.
This position is a broad generalist operations role bridging internal efficiency with external client satisfaction, ensuring things run smoothly, especially during peak tax seasons.
Core Responsibilities:
- Assists clients with scheduling and documentation collection and general inquires.
- Oversees telephone services, email correspondence, and mail distribution.
- Scans, categorizes and uploads financial records securely.
- Maintains office supplies inventory.
- Update CRM software to monitor tax return progress
Qualifications:
- 1-3 years in administrative or operational roles.
- Proficiency with MS Office and CRM systems
- Exceptional attention to detail and strong communication.
- Flexibility to work extended hours during tax season.
- Proven ability to handle highly sensitive financial data.
- Ability to work remotely and autonomously.
- Prior experience working in CPA or tax firm.
Physical Requirements:
- Must be able to express or exchange ideas and meaning with employees and customers
- Must be able to remain in a stationary position to work on a computer
- Must be able to travel independently to onsite meetings/office - 2-3 times to the office.
Compensation and Benefits:
TWG offers a competitive compensation and benefit package including 401(K), medical, dental, life insurance, long-term disability and vision.
TWG is an Equal Opportunity Employer. We believe that diversity and inclusion among our colleagues critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Fairfax, VA 22030
