Tax Manager

About the role

Tax Manager at Willis Johnson Wealth is a dynamic position that combines technical expertise with client relationship management. The role involves managing both client relationships and internal team members, serving as a primary point of contact for a portfolio of clients, and delivering proactive tax guidance.

Responsibilities

• Review and prepare 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
• Engage in extensive tax planning for individuals, families, and business owners
• Serve as a primary relationship manager for a portfolio of clients, ensuring high-touch, responsive service
• Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans
• Manage and mentor team members, providing guidance, review, and technical oversight
• Delegate effectively while maintaining accountability for quality and deadlines
• Support professional development through coaching and real-time feedback
• Deliver high-quality work while moving quickly and managing multiple priorities
• Pitch in as needed and support team success

Requirements

• CPA license required
• 5–7 years of experience in public accounting
• Strong experience with individual and closely held business taxation
• Experience reviewing complex tax returns
• Strong client communication and relationship management skills
• Experience mentoring or managing junior staff preferred
• Experience with international tax reporting (FBAR, Form 8938, etc.) is a plus

Qualifications

• CPA license required
• 5–7 years of experience in public accounting
• Strong experience with individual and closely held business taxation
• Experience reviewing complex tax returns
• Strong client communication and relationship management skills
• Experience mentoring or managing junior staff preferred
• Experience with international tax reporting (FBAR, Form 8938, etc.) is a plus

Benefits

• Salary range: $125,000 – $165,000 depending on experience
• Eligible for a performance bonus tied to successful completion of tax season and overall firm performance
• 401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure
• High-performing team members may have the opportunity to participate in firm ownership over time
• 11 paid holidays and 15 PTO days to use at your discretion. Additional PTO days are awarded for tax season overtime
• Employer-paid Health, Dental, and Vision insurance premiums for individuals and families
• Employer HSA contributions
• Employer-paid Life and Long-Term Disability insurance

Pay

$125,000 – $165,000 depending on experience

Schedule

Full-time