Client Relationship Manager, Team Susi

Allyson is a Client Relationship Manager (CRM) at The Wolf Group, responsible for overseeing the client experience for both US and foreign national clients. She works closely with tax technical professionals and reaches out to clients to ensure the smooth flow of information and high-quality services.

As the primary CRM for the firm’s Team Susi, Allyson largely supports high-net-worth individual clients, family groups with interconnected tax filings, fiduciary clients, and other clients with gift, trust, and estate needs. She keeps clients abreast of new developments, facilitates communications with tax preparers, monitors the progress of engagements, and coordinates services. In addition, she helps those who are new to the US tax system to understand the filing process and what to expect.

Before joining The Wolf Group in 2022, Allyson worked in the hospitality industry for 10 years, as a community specialist, account manager, and client service manager. During those 10 years, she spent 5 years with Delta Air Lines, in roles that enabled her to travel extensively and brought her into contact with diverse nationalities and cultures.

Outside of work, Allyson enjoys traveling, hiking, playing board games, and spending time with family and friends.