Contract Tax Professional

2 weeks ago


Houston, Texas, United States Willis Johnson & Associates Full time
Job Opportunity

We are seeking a highly skilled and experienced tax professional to join our team as a contract tax preparer. As a remote full-time or part-time contract tax preparer, you will be responsible for preparing federal and state tax returns for individuals and trusts, as well as managing workflows and data storage through a paperless system.

About the Role

This contract opportunity is ideal for a candidate who is available for seasonal work during January through April. As a contract tax preparer, you will work closely with our tax team and wealth managers to provide outstanding service to clients.

Key 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

Requirements

  • 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.

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 everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments.

Why Choose Us

We offer a unique opportunity to work with a dynamic and growing firm, with a focus on providing exceptional service to our clients. If you are a motivated and experienced tax professional looking for a challenging and rewarding opportunity, we encourage you to apply.


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