Team member image

Areas of Expertise

  • Client Relations
  • Financial Planning
  • Project Management

Certifications/Credentials

  • CFP®

Education

  • BS, Economics, Sao Judas Tadeu – Brazil

Languages Spoken

  • English
  • Portuguese
  • Spanish (basic)

Stefani Tueme

Client Relationship Manager

Stefani 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 Tax Consulting Division, Stefani supports new clients whose tax situations involve significant international complexities. In particular, she helps those navigating the IRS’s amnesty programs (Streamlined Filings) and correcting their past international tax reporting.

Stefani also serves as CRM on Team Lobo, which provides tax services to international organization employees, G-4 visa holders, non-resident filers, high-net-worth individuals, and retirees. Stefani 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 understand the filing process and what to expect.

Before joining The Wolf Group in 2022, Stefani obtained her US Certified Financial Planner® credentials and created educational videos on tax and financial concepts in English and Portuguese.

In addition, she began her career in Brazil, in the financial services industry, where she was a Client Relationship Associate and Analyst for Brazilian retirement accounts.

Outside of work, Stefani is a lifelong learner, who is currently pursuing a master’s degree in Behavioral Economics and her US Enrolled Agent credentials for US taxation. She also enjoys spending time with family and friends.