Tax Accountant

2 weeks ago

Dayton, Ohio, United States Waverly Advisors, LLC Full time $69,000 - $83,895 per year

Senior Tax Accountant

Waverly Advisors, LLC

Location: Dayton, OH or Cincinnati, OH

Employment Type: Full-time

About Waverly Advisors

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 living and acting on our guiding principle, "Serve." It's 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 help transform those around you as well.

Position Overview

We are looking to add a Senior Tax Accountant to our team.

As a Senior Tax Accountant, you will work alongside a team of professionals dedicated to delivering exceptional client service.

The ideal candidate will have strong general accounting knowledge and advanced technical expertise, be detail-oriented, and demonstrate excellent analytical and organizational skills. This role is well-suited for a self-motivated, proactive individual who can thrive in a fast-paced, dynamic environment and provide essential support to the team during a period of rapid growth.

Key Responsibilities

  • Prepare and review complex tax returns for individuals, corporations, partnerships, and trusts.
  • Prepare tax projections and develop tax planning strategies.
  • Respond to federal and state agency inquiries and tax notices.
  • Research client-related tax matters and communicate findings clearly.
  • Collaborate with clients and management to complete projects in a timely manner.
  • Work closely with financial advisors and team members to integrate tax-efficient strategies into broader financial plans.

Required Qualifications and Skills

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA certification required.
  • 3+ years of relevant accounting experience, preferably in financial services or wealth management.
  • Strong understanding of accounting principles and financial reporting.
  • Proficiency in UltraTax and Account CS, or similar tax software.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.

Travel

  • No travel required.

Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds.
  • Must be able to access and navigate each department within the organization's facilities.

Benefits

  • Health, Dental, and Vision insurance options
  • 401(k)
  • Nine paid holidays per year, plus two floating holidays
  • Extra vacation day during your birthday week
  • Three weeks of PTO (increasing to four weeks after three years of service; PTO accrued quarterly)
  • Four-week paid sabbatical after seven consecutive years of service (maximum of two sabbaticals)
  • Compensation commensurate with experience

Equal Opportunity Employer

Waverly Advisors, LLC is an equal opportunity employer. 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.

Job Type: Full-time

Pay: $69, $83,395.02 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Health insurance
  • Health savings account
  • Paid sick time
  • Paid time off
  • Parental leave
  • Vision insurance

Work Location: In person

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