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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 and integrated tax services. 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 Assistant provides administrative and clerical support to our tax professionals, helping to prepare and manage documentation for clients including high-net-worth individuals, families, trusts, and closely-held businesses.
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 Assistant Responsibilities:
Required Qualifications and Skills:
Physical Requirements:
Benefits:
Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
Ready to apply?
Apply to Waverly Advisors, LLCShare this job
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:
Required Qualifications and Skills:
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.
Physical Requirements:
Travel:
Benefits:
Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
Ready to apply?
Apply to Waverly Advisors, LLCShare this job
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 Advisor delivers sophisticated tax planning, tax preparation, and business services to high-net-worth individuals, families, trusts, and closely-held businesses. This role is critical in our holistic wealth management approach by collaborating with Wealth Advisors and Financial Planners to optimize clients’ financial outcomes.
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 Advisor Responsibilities:
Required Qualifications and Skills:
Preferred Attributes:
Overtime Requirements:
The Tax Advisor 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.
Physical Requirements:
Travel:
Benefits:
Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
Ready to apply?
Apply to Waverly Advisors, LLCShare this job
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:
Required Qualifications and Skills:
Overtime Requirements:
The Senior 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.
Physical Requirements:
Travel:
Benefits:
Legal:
Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.
Ready to apply?
Apply to Waverly Advisors, LLCCookies & analytics
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