Search the 6 jobs at Willis Johnson & Associates

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 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 Wealth Manager at Willis Johnson & Associates leads client relationships by managing financial plans and investment strategies. Responsibilities include conducting financial planning reviews, meeting with prospective clients to gather data and close new accounts, preparing financial materials, and providing ongoing client support throughout the year.

The Associate Wealth Manager assists a Senior Wealth Manager with client financial strategies, including preparing financial plans, managing client meetings, and maintaining client relationships. Key responsibilities include data input, report preparation, and client correspondence.