Areas of Expertise
- Client service
- Tax return processing
- Facilities management
- Administrative support
- Operations management
- BA, Business Administration, NOVA (expected Dec. 2020)
As Office Manager for The Wolf Group, Yolanda (“Jo”) oversees many of the support functions that ensure that the office runs smoothly and that clients receive high levels of quality service and support.
Since joining the firm in 2009, she has been involved in many aspects of the firm’s overall operations.
Today, Jo plays a significant role in client communications, sending clients updates and reminders, answering questions, and ensuring that tax questions reach the proper people within the firm. She coordinates the flow of tax information into the firm, as well as the delivery of tax returns and other confidential documents to clients.
As Office Manager, Jo oversees matters related to The Wolf Group’s facilities. She also coordinates the support teams that provide administrative support, tax return processing, IT assistance, operational support, and employee support.
Prior to joining The Wolf Group, Jo spent 10 years as a manager for the fraud department in a bank.
When not at work, Jo enjoys roller skating and being with her family.