Dayton, Ohio, United States · On-site
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 jus…
Skills: Tax Preparation, Administrative Support, Microsoft Office Suite, Client Communication, Attention To Detail
Huntsville, Alabama, United States · Hybrid
$150k–$225k/yr
The Director, Corporate Real Estate & Facilities is a senior leadership role responsible for the strategic management and operational oversight of the company's nationwide real estate portfolio and facilities functions. …
Skills: Corporate Real Estate Management, Facilities Management, Capital Investment Oversight, Lease Negotiation, Budget Management
Woodmere, Ohio, United States · On-site
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity …
Skills: Client Service, Account Opening, Money Movement, Investment Trading, Wealth Planning
Columbus, Ohio, United States · On-site
Join a team where your ability to drive risk discipline and operational excellence directly strengthens how we deliver critical services. You will gain broad exposure to business owners, controls partners, and supplier l…
Skills: Third-party Oversight, Vendor Management, Operational Risk, Governance, Executive Communication
Dayton, Ohio, United States · On-site
Night Auditor / Front Desk AgentFairfield Dayton Downtown Do you enjoy helping people, solving problems, and working independently? Are you at your best when others are winding down for the night? If so, Fairfield Dayton…
Skills: Customer Service, Night Audit, Financial Reconciliation, Problem Solving, Communication
Columbus, Ohio, United States · On-site
We are reimagining the future of work at JPMorganChase by building digital workplace products that change how people across the firm discover information, complete tasks, access services, and get work done. As these prod…
Skills: Product Insights, Experience Analytics, Survey Interpretation, Qualitative Analysis, Quantitative Analysis
Liberty Township, Ohio, United States · On-site
As a Teller at First Commonwealth, you will live out our Mission to improve the financial lives of our neighbors and their businesses. You will understand the importance of the customer experience, and the role each empl…
Skills: Cash Handling, Fraud Detection, Customer Service, Relationship Building, Sales
Mentor, Ohio, United States · On-site
$81k–$121k/yr
Company Description Avery Dennison Corporation (NYSE: AVY) is a global materials science and digital identification solutions company. We are Making Possible™ products and solutions that help advance the industries we se…
Skills: Financial Analysis, FP&A, Budgeting and Forecasting, Manufacturing Finance, Business Partnership
Austintown, Ohio, United States · On-site
Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with acc…
Skills: Customer Service, Cash Handling, Financial Transaction Processing, Sales Referrals, Microsoft Outlook 365
Berea, Ohio, United States · On-site
Your story. Our mission. A perfect match. You have a place at OhioGuidestone, the state's leader in behavioral health! OhioGuidestone is the state’s leader in community behavioral health care, serving around 26,000…
Skills: Financial Planning And Analysis, Budgeting, Forecasting, Financial Modeling, Management Reporting
Berkshire Township, Ohio, United States · On-site
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically t…
Skills: Commercial Lending, Credit Analysis, Sales Proposals, Cross-selling, Risk Management
Cleveland, Ohio, United States · On-site
Cleveland Metroparks is seeking a highly organized and detail‑oriented Payroll Administrator to support the accurate and timely processing of employee payroll. This role ensures payroll records are maintained in complian…
Skills: Payroll Administration, Tax Calculations, Payroll Auditing, GAAP, ADP Lyric
Columbus, Ohio, United States · On-site
Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world’s most innovative financial organizations. As a Senior Product Asso…
Skills: Product Development, User Research, Data Analytics, Product Life Cycle, Requirements Definition
Columbus, Ohio, United States · On-site
$135k–$150k/yr
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors,…
Skills: Python, Fixed Income Markets, Artificial Intelligence, Machine Learning, Data Analytics
Port Clinton, Ohio, United States · On-site
JOB TITLE: Financial Analyst DEPARTMENT: Accounting & Finance REPORTS TO: Senior Manager, Finance & Business Analytics FLSA STATUS: Salary - Exempt COMPANY OVERVIEW: LogistiQ is a dynamic and rapidly growing conveyor sys…
Skills: Financial Modeling, GAAP, Big Data Analysis, Project Management, Microsoft Excel
Springfield, Ohio, United States · On-site
$45k–$56k/yr
Company Description POSITION SUMMARY The Administrator provides administrative support for the region including Financial Closing of Sales Orders and Month-end Reporting. This position reports to the Business Controller.…
Skills: SAP, Microsoft Excel, Financial Closing, Accounts Receivable, Invoicing
Columbus, Ohio, United States · On-site
$76k–$115k/yr
Step into a pivotal role at JPMorganChase, where your expertise in compliance and risk management will shape the future of our operations. You'll have the opportunity to grow your career while making a significant impact…
Skills: Risk Management, Compliance, Operational Risk, Control Design, Data Analytics
Lima, Ohio, United States · On-site
Position Summary: The Director of Revenue Cycle is responsible for overseeing the overall policies and objectives of the HCF’s Family of Companies revenue cycle activities, including pricing, billing, third party p…
Skills: Revenue Cycle Management, Medical Billing, Financial Analysis, Compliance, Coding
Cincinnati, Ohio, United States · On-site
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 jus…
Skills: Financial Planning, Business Development, Relationship Management, Portfolio Construction, Estate Planning
Columbus, Ohio, United States · On-site
Make a difference bringing hands-on leadership in building secure, cloud-native for our customers. As a Lead Software Engineer at JPMorganChase within the Consumer & Community Banking Trust and Security Team, you are an …
Skills: Java, Spring Boot, AWS, Kafka, RESTful APIs
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Provide administrative and clerical support to tax professionals by managing client documentation and e-filing processes. Coordinate with cross-functional teams to support high-net-worth individuals, trusts, and businesses.
Previous experience in tax, accounting, or administrative support is preferred along with proficiency in Microsoft Office. Candidates must demonstrate strong organizational skills and the ability to handle confidential information with discretion.
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.
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.
As part of the Waverly Business Services team, the Tax Assistant provides administrative and clerical support to our tax professionals, helping to prepare and manage documentation for clients including high-net-worth individuals, families, trusts, and closely-held businesses.
A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.
Tax Assistant Responsibilities:
Required Qualifications and Skills:
Physical Requirements:
Benefits:
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.
Offering comprehensive investment management and financial planning services.
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999. Our passion drives us, integrity guides us, and earning your trust is central to our mission. For more than two decades, we’ve helped clients navigate the sophisticated needs that come with wealth. With 290+ team members in offices across the U.S., we provide comprehensive services rooted in strong personal relationships, disciplined strategies, and independent advice. As a fee-only, federally registered investment advisory firm, we serve high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions—managing over $17.3 billion in assets. Our retirement plan services include plan design, consulting, and investment oversight, operating as an ERISA 3(38) fiduciary. At Waverly, we listen. We take time to understand your goals, then build tailored strategies designed to support your life, family, and future. You don’t work with just one advisor—you gain a full team of specialists with deep technical knowledge and a shared commitment to your best interest. Our fiduciary standard means we are bound by the duties of care and loyalty—always putting your needs first. We recognize that every wealth journey is different, and our advice evolves with yours. While expertise is essential, what sets us apart is empathy. Our team brings curiosity, care, and long-term perspective to every relationship—helping you move forward with clarity and confidence. Investment advisory services are offered by Waverly Advisors, LLC, ("Waverly"), an investment adviser registered with the Securities and Exchange Commission. ©2025 Waverly Advisors, LLC. All rights reserved.
Offices: 600 University Park Place, Suite 501, Birmingham, Alabama 35209, US · 101 Monroe Street NE, Huntsville, AL 35801, US · 3815 Interstate Court, Montgomery, AL 36109, US · 350 W Cedar Street, Suite 401, Pensacola, FL 32502, US · 400 N. Ashley Drive, Suite 700, Tampa, FL 33602, US
Based on 1724 listings with disclosed salaries, most finance & accounting jobs in Ohio pay between $60k–$173k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 5,314 open finance & accounting positions in Ohio listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, PNC, Fifth Third Bank, KeyBank, Huntington National Bank, among others. Browse the listings above to see every active employer.
Yes — 1777 of the 5314 open finance & accounting positions offer remote or hybrid work (585 remote, 1192 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
