Tax Advisor

Tax Advisor
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 and integrated tax services.

We set ourselves apart by actually 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

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 to 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, with the ability to communicate effectively across teams, demonstrate attention to detail, maintain a positive attitude, and show flexibility and initiative.

Key Responsibilities

• Manage, review, and sign individual, trust, estate, partnership, and corporate tax returns.
• 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, clearly articulating complex tax concepts.
• Collaborate closely with Wealth Advisors, Financial Planners, and Investment Teams to deliver integrated financial solutions.
• Serve as the primary point of contact for client tax matters and build long-term, trust-based relationships.
• Research complex tax issues and communicate findings clearly.
• Prepare responses to tax authority inquiries and resolve tax notice issues.
• Maintain organized supporting documentation and workpapers.
• Train and mentor Tax Accountants and Senior Tax Accountants.
• Stay up to date with changes in tax legislation and financial planning trends.
• Support client onboarding and firm growth by identifying opportunities for value-added services.
• Review accounting services and provide business consulting for closely-held business clients.
• Assist Controller with billing information and client invoicing as needed.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (preferred).
• CPA or EA required.
• 8 years of progressive tax experience, ideally in public accounting, wealth management, or a family office environment.
• Deep knowledge of individual, trust, estate, and business taxation.
• Experience serving high-net-worth individuals, closely-held businesses, and multi-generational wealth clients.
• Exceptional interpersonal and client service skills.
• Proficiency with tax software and planning tools.
• A consultative, solutions-driven mindset.

Preferred Attributes

• Strong understanding of estate planning, philanthropy, and generational wealth transfer.
• Experience working collaboratively across disciplines (tax, financial planning, investment advisory, and legal).

Overtime Requirements

Full-time salaried Tax Advisors are required to work overtime during tax season and are eligible to earn comp time in accordance with the Waverly Business Services Comp Time Policy.
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 up to 15 pounds at times.

Benefits

• Health, Dental, and Vision insurance options
• 401(k)
• Twelve paid holidays per year
• Extra vacation day during your birthday week
• Three weeks of PTO (increasing with tenure)
• 4 weeks after 3 years of service
• 5 weeks after 8 years of service
• Four-week paid sabbatical after 7 consecutive years of service (up to 2 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: $50,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Parental leave
• Vision insurance
• Work from home

Work Location: In person

Salary : $50,000 - $150,000