Senior Tax Advisor: High Net Worth Planning

Waverly Advisors Llc

Dayton, OH

JOB DETAILS
SKILLS
Analysis Skills, Certified Public Accountant (CPA), Health Plan, High Net Worth, Interpersonal Skills, Retirement Plan, Tax Planning, Tax Returns
LOCATION
Dayton, OH
POSTED
1 day ago

Waverly Advisors, LLC in Dayton, Ohio, is seeking a Tax Advisor to deliver sophisticated tax planning and preparation services. The role is crucial in integrating financial solutions for high-net-worth individuals and closely-held businesses, collaborating extensively with wealth advisors.The ideal candidate will have over 8 years of tax experience, CPA or EA credentials, and strong analytical and interpersonal skills. Benefits include comprehensive health coverage and a retirement plan.#J-18808-Ljbffr

About the Company

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Waverly Advisors Llc