Willis Johnson & Associates (WJA) is inviting a Certified Public Accountant or an Enrolled Agent to join our tax department as a full-time contract tax preparer during the 2022 tax season. WJA is not a CPA firm, but is a Registered Investment Advisory firm. Our service to our clients is to provide a comprehensive financial plan for every stage of life, including vital tax planning and compliance. A seasonal tax contractor with WJA will have the opportunity to experience tax compliance and planning as it fits into a broader financial plan, without the usual sweat-shop tax season environment. This contract opportunity is ideal for a candidate who is available for seasonal work during January through April.
Why Willis Johnson & Associates?
Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. Our in-house tax department brings value to our clientele by providing top quality tax compliance and planning opportunities. In 2019, WJA was voted by the Financial Times as one of the top U.S. Registered Investment Advisers. WJA is also listed as one of the fastest growing companies in Houston by the Houston Business Journal and one of the best places to work for financial advisers by Investment News.
Prepare federal and state returns for individuals and trusts
Prepare estimates of tax liability
Manage workflows, storage of data and returns through a paperless system
Input tax return data into Thomson Reuters Ultra Tax software
Perform tax research using Thomson Reuters Checkpoint Edge
Work closely with Tax Manager and wealth managers to provide outstanding service to clients
Certified Public Accountant or Enrolled Agent
Bachelor or Master degree in Accounting
A minimum of 5 years’ experience in preparing individual income tax returns
Strong technology, research and organizational skills
Enjoys research and analysis
Confident, poised and professional in appearance
Excellent written and verbal communication skills
Experience with Ultra Tax or Checkpoint tax research preferred
Capable of tackling creative challenges and tight deadlines
Additional Salary Information: Hourly, Based on Experience
About Willis Johnson & Associates
Willis Johnson & Associates is a wealth management firm that specializes in helping corporate professionals with their financial planning needs. Willis Johnson & Associates wouldn’t be successful without our team of dedicated people striving to understand our clients’ dreams and motivations. Our thorough understanding of the transitions in our clients’ corporate lives allows us to accompany and guide them on their financial journey to retirement and beyond. If you have the desire to join a strategic wealth management firm that specializes in helping corporate professionals reach their financial and retirement goals, then please submit your resume. We are always looking for talented individuals to join us.