Client Relationship Manager, Team Okami

Pam 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 Okami, Pam largely supports high-net-worth individuals whose tax planning and tax 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, Pam worked in the J-1 visa cultural exchange industry, supporting exchange participants and host families, troubleshooting issues, and handling program billing matters.

She also has prior experience working in a Brazilian accounting firm. A native of Brazil, Pam speaks fluent Portuguese, English, and some Spanish.

Outside of work, she enjoys traveling, cooking, and spending time with her family.