Search the 6 jobs at Willis Johnson & Associates

The Tax Manager will oversee a portfolio of clients, managing tax planning and compliance for individuals, trusts, and businesses. Responsibilities include preparing and reviewing tax returns, consulting on complex tax scenarios, collaborating with wealth management advisors, and implementing efficient tax procedures.

The Senior Tax Associate collaborates with the tax team to enhance the department's vision, preparing and reviewing various tax returns, managing tax compliance, and providing client consulting for tax scenarios. Responsibilities include building models for tax situations and writing educational articles, all while maintaining relationships with clients and contributing to the firm's growth and efficiency.

The Financial Planning Analyst supports Wealth Managers with financial strategies while maintaining client relationships. Responsibilities include data input into planning software, preparing financial plans and presentations, managing client interactions, and assisting with investment research. They participate in meetings and are mentored to transition into an Associate Wealth Manager role.

The Client Operations Specialist supports the Wealth Management team by preparing paperwork for investment accounts, responding to client service requests, and coordinating communications among team members. This role involves assisting with trading platforms and client account billing, managing project timelines, and refining operational processes to enhance efficiency within the firm.

The Associate Wealth Manager supports the Senior Wealth Manager in developing and implementing financial strategies for clients. Responsibilities include preparing financial plans, managing client cases, leading meetings, conducting investment research, and enhancing client relationships.

The Wealth Manager leads client relationships at Willis Johnson & Associates, overseeing financial plans and investment strategies. Responsibilities include conducting financial planning reviews, generating proposals for prospective clients, and managing client communications. The role focuses on providing high-quality advisory services, ensuring client satisfaction, and contributing to the firm's thought leadership initiatives.