Senior Tax Associate
Willis Johnson Wealth · Houston, TX · 3 wk ago
On-siteAccounting$90k–$120k/yrFull-time
Tax 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
Compensation & Benefits
- 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