Waveland Family Office, LLC (“WFO”) is a multifamily office based in Deerfield, IL. WFO is a Registered Investment Advisor (RIA) that represents various high net worth families and provides traditional family office services such as investment advice, tax, compliance & planning, trust & estate, taxation & fiduciary responsibilities, cash oversight, and concierge services. The primary mission of WFO is to serve our clients in the highest manner possible. WFO is looking to add a tax preparer as we continue to expand our team.

The position offers an excellent opportunity for an individual with outstanding technical proficiency in the areas of accounting, individual and trust taxation, and financial reporting. This individual will report to WFO’s three senior managers (all of whom are CPA’s) and all others in the office to ensure the accuracy of tax returns and all other materials provided to clients.

This individual will assist in the preparation of all client tax returns and other client financial
reports. The candidate must have a strong technical accounting background. The individual should
also have the intellectual capacity, strategic business and financial acumen, professional integrity,
communication and relationship skills. The ideal background will include the below.

• CPA a plus, but not a requirement.
• Relevant experience preparing and reviewing individual, trust, foundation, and partnership
  tax returns.
• Understanding of Quicken, Quickbooks and CCH Access.
• Experience in providing quality services for individuals, trusts, foundations, and other
  entities.
• Excellent verbal and written communication skills; can effectively synthesize and
  communicate complex concepts and strategies in a straightforward manner.
• Exhibits the maturity, poise and professionalism to represent WFO effectively in all
  interactions.