Tax Manager

Overview

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.

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.

Required Qualifications and Skills :

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or EA required.
• 8+ years of progressive tax experience, ideally in a public accounting or wealth management.
• 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.

Responsibilities :

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 :

Health, Dental, and Vision benefit options

401K

Twelve paid holiday days per year

Extra vacation day on your birthday week

Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service

Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals

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.

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