Senior Tax Accountant

Waverly Advisors, LLC; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Health, Dental, and Vision coverage

401(k) retirement plan with match

Twelve paid holidays

Extra vacation day during birthday week

Paid sabbatical program

Job summary

Waverly Advisors, LLC in Columbus, Ohio is seeking a Senior Tax Accountant. The ideal candidate will prepare complex tax returns, develop personalized tax strategies, and possess a CPA or EA. With 4+ years of tax experience, this role emphasizes analytical and communication skills. Benefits include comprehensive health coverage, flexible time off, a 401(k) retirement plan, and a paid sabbatical program after seven years. Join us in our mission to serve clients and communities thoughtfully.

Qualifications

• 4+ years of relevant tax and/or accounting experience.
• In-depth understanding of individual and fiduciary tax laws.
• Progressive tax experience with mastery of complex tax returns.

Responsibilities

• Prepare complex tax returns for various entities.
• Develop personalized tax strategies with Tax Advisors.
• Maintain supporting documentation and workpapers.

Skills

Tax preparation software proficiency

Strong research skills

Analytical skills

Attention to detail

Written communication

Education

Bachelor's degree in Accounting, Finance, or related field

CPA or EA

Job description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour 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.

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.