Tax Manager

2 weeks ago


Houston, Texas, United States Willis Johnson & Associates Full time
About the Role

We are seeking a highly skilled Tax Manager to join our dynamic team at Willis Johnson & Associates. As a Tax Manager, you will be responsible for managing a portfolio of clients, providing year-round tax planning, and ensuring compliance with tax regulations.

Key Responsibilities
  • Collaborate with our tax team to implement tax planning strategies and ensure compliance with tax regulations.
  • Review and prepare individual, trust, estate, and business tax returns.
  • Prepare forms to comply with foreign filing requirements for our international clients.
  • Interface with clients to build lasting relationships and provide exceptional customer service.
  • Consult with our wealth management team to optimize tax planning and minimize tax liabilities.
  • Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function.
  • Support in-house marketing efforts by writing educational articles on tax-related topics.
Requirements
  • CPA license required.
  • Bachelor's degree in Accounting or related field.
  • Minimum 5 years of public accounting experience with a focus on individual, trust, and small business returns.
  • Experience with preparation of Forms 5471, 3520, 3520-A, 8865, and 8885 preferred.
  • Strong technical and interpersonal skills.
  • Ability to work on multiple projects simultaneously and meet deadlines.
What We Offer
  • Competitive salary and bonus structure.
  • 401(k) plan with employer match.
  • Opportunities for career growth and professional development.
  • Collaborative and positive work environment.
  • Flexible work arrangements and work-life balance.
About Us

Willis Johnson & Associates is a fast-growing, award-winning wealth management firm specializing in corporate executives and professionals. We help our clients optimize their personal financial lives through tax mitigation, retirement planning, and investments.

We pride ourselves on our positive company culture, work-life balance, and commitment to our team members' growth and development.



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