The Willis Johnson & Associates (WJA) tax team is seeking to add a Tax Manager to its dynamic team of CPAs who provide year-round tax planning and compliance for our clientele. This is a unique opportunity that certainly has aspects of public accounting, but offers a broader experience in terms of a life-time approach to tax planning. The WJA tax team regularly consults with our clients and collaborates with our expert wealth management team to perform year-round tax planning to optimize life-long tax mitigation.
As part of our client service, WJA manages tax-planning and the preparation and review of individual, trust, estate, and business tax returns for our clients. We also have clients with international activity which qualifies for the FATCA filing requirements of various forms (e.g., Forms 8938, 5471, 8865, 3520). Because each client is unique and has different needs, every day is different at WJA and the learning is continuous. We do not track our time, as the tax function is only one part of the greater financial planning service WJA provides for our clients.
WJA has a very positive company culture with a focus on work-life balance while providing outstanding client service. A Tax Manager at Willis Johnson & Associates will be fully responsible for a portfolio of assigned clients by managing the client relationship to include year-round tax planning, estimating taxes, and tax compliance.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. And with everything we recommend, we put our clients first—all the time, every time. We do not sell products or receive commissions. Straight fee-only financial planning, asset management and outstanding tax preparation! The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth.
We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJA is also proud to be one of the Best Places to Work by both The Houston Business Journal and Investment News.Essential Responsibilities
- Collaborate with tax team to implement the continuously-expanding vision of the tax department of our firm.
- Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals.
- Prepare forms to comply with foreign filing requirements for our large number of international clientele.
- Participate in high-level client-interfacing activities targeted to build lasting client relationships.
- Interface with tax team to manage tax compliance and year-round tax planning.
- Perform tax projections for clients in close coordination with the Wealth Management advisors.
- Consult on client cases as the in-house expert for tax projections throughout the year when optimizing Roth conversions, selling real estate, and other tax sensitive situations.
- Build models for running different tax scenarios for specific client-related situations.
- Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
- Support in-house marketing efforts by writing educational articles that are pertinent to clients and prospective clients.
- Participate in recruiting at Texas universities for tax interns.
- Work closely with tax interns in their professional development.
- Expect longer hours during tax season with lots of flexibility throughout the rest of the year.
Qualifications
- CPA license required.
- Bachelor's degree required, Master’s degree in Accountancy preferred.
- Experience as a tax manager at a reputable CPA firm, required.
- Five or more years of public accounting experience with a focus on individual, trust, and small business returns.
- Experience in preparation of Forms 5471, 3520, 3520-A, 8865 and 8885 preferred.
- Experience in state tax preparation preferred.
- Strong technical and interpersonal skills.
- Strong written and oral communication skills
- Very detail-oriented with an ability to work on several concurrent projects and tax returns.
- Confident, poised and professional in appearance.
- Ability to take on creative challenges and manage workload on tight deadlines.
- Ability to collaborate and contribute to a team environment.
- Experience in consulting with high-net worth corporate executives, trusts and/or small businesses preferred.
- Experience with states & foreign reporting, preferred.
- Must currently reside or be willing to relocate to Texas.
What We Offer
- Work/Life Balance.
- Flexibility to work from where you are most comfortable - at home or in the office, except for required client and department meetings.
- Collaborative, Positive Teammates
- Non-toxic, Positive Company Culture
- Career Development and Advancement Opportunities
- Autonomy in Your Role
- Professional Development Options
- Rewarding Work That Matters
Compensation & Benefits
- Salary Range (including guaranteed bonus paid out after tax season): $97,000 - $140,000/year
- 401(k) plan with opportunity to earn up to 7% the first year and 10% with tenure.
- Best and brightest leaders will have opportunities to buy into and become owners in the firm over time.
- 10 paid holidays and 15 PTO days to use at your discretion.
- Employer paid Health/Dental/Vision insurance premiums for individuals and families.
- Employer HSA contributions
- Employer paid Life and Long-Term Disability
