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 Tax Accountant supports the delivery of high-quality tax planning, 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.

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.

Tax Accountant Responsibilities:

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

• Assist in the development of 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 training of interns providing tax support during busy season.

• Assist with responses to tax authority inquiries and assist in resolving tax notices.

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

• Support the preparation of tax projections throughout the year.

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

• Cross-train and be a backup for e-filing, scanning, downloading documents, and assembly/uploading of tax returns.

Required Qualifications and Skills:

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

• 1–3 years of relevant tax and/or accounting experience.

• Familiarity with individual and fiduciary tax laws, estate planning concepts, and wealth transfer strategies.

• Proficiency in tax preparation software and Microsoft applications.

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

• Discretion and professionalism in handling sensitive client information.

• A proactive, service-oriented mindset and a commitment to continuous learning.

Overtime Requirements:

The Tax Accountant who is full-time and paid on a salary basis is required to work overtime during tax season and is eligible to earn comp time. Please refer to the Waverly Business Services Comp Time policy per the Employee Handbook. The required overtime hours will vary based on workload and may be up to 160 hours during tax season.