Senior Tax Associate

Job Description

Job Description

Who We Are
Willis 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 Opportunity
We 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 Responsibilities

Tax Review & Technical Leadership

• Prep and review of individual federal and state income tax returns, as well as business, trust, and estate tax returns
• Ensure technical accuracy, completeness, and consistency across returns
• Stay current on tax law changes and industry trends and apply them thoughtfully
• Understand not just what needs to be done, but why
• Apply technical knowledge to identify planning opportunities and improve outcomes

Tax Planning & Wealth Management Collaboration

• Engage in extensive tax planning for individuals, families, and business owners
• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans
• Anticipate client needs and proactively identify risks and opportunities
• Serve as a trusted tax resource to advisors and clients

Execution, Process & Follow-Through

• Deliver high-quality work while moving quickly and managing multiple priorities
• Consistently use CRM and internal systems to manage tasks and deadlines
• Demonstrate strong follow-up and follow-through without needing micromanagement

Collaboration & Growth

• Pitch in as needed and support team success
• Share knowledge, insights, and updates with colleagues
• Provide and receive thoughtful, timely feedback
• Contribute ideas that improve client experience, internal processes, and firm growth

Why Join Us

• Meaningful client relationships
• Deep involvement in tax planning and advisory work
• Close collaboration with wealth management professionals
• A team that values both competence and character
• An environment that rewards initiative, speed, and accountability

Compensation & Benefits

• Salary range: $90,000 - $120,000/year depending on level of experience.
  • The salary includes a bonus paid out upon completion of tax season.
• 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.
• 11 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

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