Tax Assistant

Tax Assistant

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.

Responsibilities

• Answer phone calls and greet clients, as needed.
• Assist in the collection, organization, and tracking of tax and accounting documents from clients.
• Support the training and oversight of interns providing administrative tax support during busy season.
• Assemble individual, trust, estate, and entity tax return packages for client review and filing.
• Manage tax return e-filing processes.
• Maintain and update internal databases, workflows, and client tax records.
• Support the preparation of tax extensions.
• Draft and send client correspondence related to document requests, deadlines, or tax notices.
• File and scan client documents to ensure electronic records are complete and secure and in accordance with firm policies.
• Cook up with and support other departments (CSAs, financial planning, operations, billing) as needed to support client services.
• Aid Controller with billing functions, as directed.

Qualifications and Skills

• Previous experience in tax, accounting, financial services, or administrative support preferred.
• Basic understanding of tax forms and filing requirements is a plus.
• Proficiency in Microsoft Office Suite.
• Strong attention to detail and organizational skills.
• Ability to handle confidential client information with discretion.
• Excellent communication and time-management skills.
• A proactive, service-oriented mindset and a commitment to continuous learning.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times

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 holiday days per year
• Extra vacation day on 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 weeks paid time off after seven consecutive years of service.
• Comprehensive Health, Dental, and Vision coverage to support your overall well-being.

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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