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. 

• 0–3 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. 

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer. 

• Must be able to lift 15 pounds at times. 

Travel:  

• No travel is required.  

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

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.  

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: 

• Manage tax engagements, review, and sign individual, trust, estate, partnership, and corporate tax returns.  Depending on the engagement, returns will either be reviewed and signed or prepared/verified for another Tax Advisor to review and sign.   

• Deliver proactive tax planning strategies tailored to high-net-worth individuals, family offices, and business owners. 

• Advise clients on tax implications of estate planning, gifting strategies, charitable giving, investment portfolios, and business succession planning. 

• Participate in client meetings and presentations, articulating complex tax concepts in clear, actionable terms. 

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

• Serve as a primary point of contact for client tax matters, building long-term, trust-based relationships. 

• Research complex tax issues and communicate findings clearly to clients and colleagues. 

• Prepare responses to tax authority inquiries and resolve tax notice issues. 

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

• Train, supervise, and mentor Tax Assistants, Tax Accountants, and Senior Tax Accountants and contribute to professional development initiatives. 

• Maintain up-to-date knowledge of changes in tax legislation and financial planning trends. 

• Support client onboarding and firm growth by identifying opportunities for value-added services. 

• Manage business services engagements and review of services performed for closely-held business clients. 

• Provide business consulting services for closely-held business clients. 

• Assist Controller with client billing information needed.  This may include preparation of or oversight of client invoicing for specified engagements. 

Required Qualifications and Skills:  

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

• CPA or EA required. 

• 8+ years of progressive tax experience, ideally in a public accounting, wealth management, or family office environment required. 

• Deep knowledge of individual, trust, estate, and business taxation. 

• Experience working with and tax planning for high-net-worth individuals, closely-held businesses, and/or multi-generational wealth clients. 

• Exceptional interpersonal skills and client-service orientation. 

• Proficiency with tax software and tax planning tools. 

• A consultative, solutions-driven mindset. 

Preferred Attributes:  

• Strong understanding of estate planning, philanthropy, and generational wealth transfer. 

• Experience in working collaboratively across disciplines (tax, legal, investment advisory). 

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:  

• Prolonged periods of sitting at a desk and working on a computer 

• Must be able to lift 15 pounds at times 

Travel:  

• No travel is required.  

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

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.  

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. 

• Discretion and professionalism in handling sensitive client information. 

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

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:  

• Prolonged periods of sitting at a desk and working on a computer. 

• Must be able to lift 15 pounds at times. 

Travel:  

• No travel is required.  

Benefits:   

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.  

• 401(k) retirement plan with match and profit sharing to help you invest in your future.  

• Twelve paid holidays each year.  

• An extra vacation day during your birthday week—so you can celebrate you!  

• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.    

• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.   

• Compensation commensurate with experience.  

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.  

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.

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.

A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Wealth Advisor Responsibilities:

• Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
• Develop and manage existing client relationships, including ongoing client contact and communications.
• Actively participate in the development of new business and networking opportunities.
• Implement financial plans for clients including coordination of estate, insurance and tax strategies.
• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.
• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.
• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.
• Adheres to Waverly policies to maintain compliance with SEC regulations.

Travel:

• Occasional travel to client meetings or events.

Required Qualifications and Skills:

• Minimum 5-7 years’ experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
• A self-motivated, highly driven and entrepreneurial personality.
• Proven ability to network with prospective clients and centers of influence.
• Possess active listening and critical thinking skills.
• Demonstrate a client-first attitude.
• Act as a team player, with strong coaching and leadership skills.
• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.
• Bachelor’s Degree from an accredited college or university.
• CFA, CFP, or CPA designation strongly preferred
• Series 65 or CFP required

Physical Requirements:

• Prolonged periods of sitting or standing at a desk and working on a computer
• Must be able to access and navigate each department at the organization’s facilities

Benefits:

• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week—so you can celebrate you!
• Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensation commensurate with experience.

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.