Client Relationship Manager, Team Waya

Ashley 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 Waya, Ashley largely supports business owners, privately held partnerships and corporations, high-net-worth individuals with ownership in foreign entities, and high-net-worth individuals whose returns involve significant international complexities (Forms 5471, 5472, 8865, 8621, 3520/3520-A, etc.). She keeps clients abreast of new developments, facilitates communications with tax technical staff, 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, Ashley held program operations roles in the Higher Education field, working with students, faculty, and third-party companies. She also worked in Advertising, supporting small business clients, as both an account manager and client service professional.

Outside of work, Ashley enjoys traveling, trying new restaurants, and biking.