Tax Contractor

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 ResponsibilitiesPrepare 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
QualificationsCertified 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.