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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.