Search the 6 jobs at Willis Johnson & Associates

The Tax Manager at Willis Johnson & Associates will oversee a portfolio of clients, managing their year-round tax planning and compliance. Responsibilities include reviewing and preparing individual, trust, estate, and business tax returns, conforming to foreign filing requirements, and engaging directly with clients to build lasting relationships while consulting on complex tax situations.

The Senior Tax Associate will collaborate with the tax team on year-round tax planning and compliance, manage tax returns for individuals, trusts, and businesses, conduct tax projections, and enhance client relationships. Responsibilities also include optimizing tax scenarios and supporting marketing efforts through educational content, with an emphasis on continuous learning and client service.

The Associate Wealth Manager will assist a Senior Wealth Manager in developing and implementing financial strategies for clients, manage client correspondence, and lead specific client cases. Responsibilities include inputting data into financial software, preparing financial plans, and fostering client relationships.

The Wealth Manager oversees client financial plans, investment strategies, and conducts financial reviews. They meet with prospective clients to gather data, generate proposals, and close new accounts. Their role includes leading client meetings and preparing reports with the help of their team while focusing on client satisfaction and relationship management.

The Financial Planning Analyst will support Wealth Managers in creating financial strategies and managing client relationships. The role includes data input into financial software, preparing financial plans and reports, attending client meetings, and assisting with client service and operations. The analyst will also lead select client cases under supervision and receive mentoring.

The Client Operations Specialist supports the Wealth Management team with client operations and service requests, ensuring accurate documentation and communication with clients and advisors. This role includes assisting with investment accounts, preparing reports, and managing operational projects for improved efficiency.