Senior Tax Accountant

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   

As part of the Waverly Business Services team, the Senior Tax Accountant supports the delivery of high-quality tax planning, complex tax return preparation, and business services to high-net-worth individuals, families, trusts, and closely-held businesses. This role works closely with Tax Advisors, Wealth Advisors, and Financial Planners to help clients achieve their financial and legacy goals while providing supervisory and mentoring support for Tax Accountants.

The ideal candidate will possess strong analytical skills and a passion for serving others. A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

Senior Tax Accountant Responsibilities:

• Prepare complex tax returns and verify input for individuals, trusts, estates, partnerships, and corporations.

• Work with Tax Advisors to develop personalized tax strategies that align with clients' overall wealth and estate plans.

• Maintain and organize supporting documentation and workpapers in accordance with firm standards.

• Assist with the supervisory and mentoring of Tax Accountants.

• Assist with the training and oversight of interns providing tax support during busy season.

• Prepare responses to tax authority inquiries for review and assist in resolving tax notices.

• Collaborate with Tax Advisors, Wealth Advisors, Financial Planners, and Investment Advisors to deliver integrated financial solutions.

• Prepare tax projections throughout the year.

• Perform general ledger accounting, bank reconciliations, account reconciliations, and general business services for closely-held business clients.

Required Qualifications and Skills:

• Bachelor’s degree in Accounting, Finance, or related field preferred.

• 4+ years of relevant tax and/or accounting experience.

• CPA or EA required.

• In depth understanding of individual and fiduciary tax laws, estate planning concepts, and wealth transfer strategies.

• Progressive tax experience proving a mastery of simpler tax returns with nominal errors, the ability to work on complex tax returns, and provide training and supervisory support for Tax Accountants.

• Strong research skills for interpreting tax laws.

• Proficiency in tax preparation software and Microsoft applications.

• Strong attention to detail, analytical skills, and written communication.

• Skills & Tags

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