Senior Tax Associate
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Overview
Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Compensation
$90,000-$120,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
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 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
- 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
- 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
- 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
- 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
- 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
Automate your job search with Sonara.
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FAQs About Senior Tax Associate Jobs at Willis Johnson Wealth
What is the work location for this position at Willis Johnson Wealth?
This job at Willis Johnson Wealth is located in Houston, Texas, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Willis Johnson Wealth?
Candidates can expect a pay range of $90,000 and $120,000 per year.
What employment applies to this position at Willis Johnson Wealth?
Willis Johnson Wealth lists this role as a Full-time position.
What experience level is required for this role at Willis Johnson Wealth?
Willis Johnson Wealth is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Willis Johnson Wealth for this role?
Willis Johnson Wealth offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Family/Dependent Health, Paid Holidays, Paid Vacation, Career Development, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Willis Johnson Wealth?
You can apply for this role at Willis Johnson Wealth either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.