Senior Tax Associate

Willis Johnson Wealth • Houston, TX

38d • $90,000 - $120,000

About The Position

Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function, it’s a core part of the client experience. Our clients rely on us not only for technical accuracy, but for clarity, responsiveness, and trusted guidance across many moving pieces. We work hard, move quickly, and manage a high volume of relationships. The work is engaging, challenging, and never boring. If you love tax, enjoy solving complex problems, and genuinely like working with people, you’ll feel energized here. If you prefer slow, highly siloed, or purely transactional tax work, this will not be the right fit.

Requirements

• Certified Public Accountant
• 3 – 5 years in public accounting
• Thrives in a relationship-driven, high-velocity environment
• Genuinely energized by the technical side of tax
• Strong judgment
• Intellectual curiosity
• Ability to move quickly while maintaining high standards
• Love staying current on tax law
• Enjoy digging into tax research
• Experience with U.S. reporting of foreign assets

Nice To Haves

• Work with an international clientele

Responsibilities

• 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

Benefits

• Salary range: $90,000 - $120,000/year depending on level of experience.
• 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.
• Opportunities to buy into and become owners in the firm over time.
• 11 paid holidays
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed