Tax Contractor
Willis Johnson WealthHouston, TX
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Overview
Education
CPA
Career level
Senior-level
Remote
Remote
Job Description
Willis Johnson Wealth (WJW) is inviting a Certified Public Accountant or an Enrolled Agent to join our tax department as a contract tax preparer. WJW is not a CPA firm, but is a Registered Investment Advisory firm. This contract opportunity is ideal for a candidate who is available for seasonal work.Why Willis Johnson Wealth?Willis Johnson Wealth 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 team brings value to our clientele by providing top quality tax compliance and planning opportunities.Essential Responsibilities
- Prepare federal and state tax returns for individuals and trusts
- Prepare estimates of tax liability
- Manage workflows, storage of data and tax returns through a paperless system
- Input tax return data into Thomson Reuters Ultra Tax software
- Work with Thomson Reuters TaxCaddy and SurePRep
- Perform tax research using Thomson Reuters Checkpoint Edge
- Work closely with the tax team and wealth managers to provide outstanding service to clients
- Certified Public Accountant or Enrolled Agent license required
- Bachelors or Masters degree in Accounting preferred
- A minimum of 5 years’ experience in preparing individual income tax returns required
- 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
- Must have a reliable computer to work remotely
- Must live in the U.S.
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FAQs About Tax Contractor 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, TX, 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?
Employer has not shared pay details for this role.
What employment applies to this position at Willis Johnson Wealth?
The employer has not provided this information. This may be discussed during the hiring process.
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.
Does Willis Johnson Wealth allow remote work for this role?
Yes, this position at Willis Johnson Wealth supports remote work, giving candidates the flexibility to work outside the primary office location.
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 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.