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AI Summary
Prepare federal and state tax returns for individuals and trusts while managing tax liability estimates. Utilize Thomson Reuters software to handle data input, research, and workflow management in a paperless system.
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 Responsibilities
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 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
- Work closely with the tax team and wealth managers to provide outstanding service to clients
- 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.
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