Senior Tax Associate

Who We AreWillis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of the client experience. Our clients rely on us not only for technical accuracy, but for clarity, responsiveness, and trusted guidance across many moving pieces.We work hard, move quickly, and manage a high volume of relationships. The work is engaging, challenging, and never boring. If you love tax, enjoy solving complex problems, and genuinely like working with people, you’ll feel energized here.If you prefer slow, highly siloed, or purely transactional tax work, this will not be the right fit.The OpportunityWe are seeking a Certified Public Accountant with 3 – 5 years in public accounting who thrives in a relationship-driven, high-velocity environment and is genuinely energized by the technical side of tax. This role requires strong judgment, intellectual curiosity, and the ability to move quickly while maintaining high standards.If you love staying current on tax law and enjoy digging into tax research, you will find this role especially rewarding. You’ll have the opportunity to work with an international clientele and engage in U.S. reporting of foreign assets, adding depth and variety to your work beyond traditional domestic tax compliance.You will play a key role in tax compliance, review, and extensive tax planning, working closely with our wealth management team to deliver proactive, integrated advice. This is an ideal opportunity for someone who wants to continuously learn, apply that knowledge in real time, and be part of a collaborative advisory team—not just execute returns.Essential ResponsibilitiesTax Review & Technical LeadershipPrep and review of individual federal and state income tax returns, as well as business, trust, and estate tax returnsEnsure technical accuracy, completeness, and consistency across returnsStay current on tax law changes and industry trends and apply them thoughtfullyUnderstand not just what needs to be done, but whyApply technical knowledge to identify planning opportunities and improve outcomesTax Planning & Wealth Management CollaborationEngage in extensive tax planning for individuals, families, and business ownersCollaborate closely with the wealth management team to integrate tax strategy into broader financial plansAnticipate client needs and proactively identify risks and opportunitiesServe as a trusted tax resource to advisors and clientsExecution, Process & Follow-ThroughDeliver high-quality work while moving quickly and managing multiple prioritiesConsistently use CRM and internal systems to manage tasks and deadlinesDemonstrate strong follow-up and follow-through without needing micromanagementCollaboration & GrowthPitch in as needed and support team successShare knowledge, insights, and updates with colleaguesProvide and receive thoughtful, timely feedbackContribute ideas that improve client experience, internal processes, and firm growthWhy Join UsMeaningful client relationshipsDeep involvement in tax planning and advisory workClose collaboration with wealth management professionalsA team that values both competence and characterAn environment that rewards initiative, speed, and accountabilityCompensation & BenefitsSalary range: $90,000 - $120,000/year depending on level of experienceThe salary includes a bonus paid out upon completion of tax season401(k) plan with opportunity to earn up to 7% the first year and 10% with tenureBest and brightest leaders will have opportunities to buy into and become owners in the firm over time11 paid holidays and 15 PTO days to use at your discretionEmployer paid Health/Dental/Vision insurance premiums for individuals and familiesEmployer HSA contributions Employer paid Life and Long-Term DisabilityPowered by JazzHRJwlxLTXSQL