Tax Manager
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Job Location:
Houston, MS - USA
Monthly Salary:
$ 125000 - 165000
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
Who We Are
Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function its a core part of the client experience. Our clients rely on us not only for technical accuracy but for clarity responsiveness and trusted guidance across many moving pieces.
We work quickly manage a high volume of relationships and hold a high bar for responsiveness and quality. The work is engaging challenging and never boring. If you love tax enjoy solving complex problems and genuinely like working with people youll feel energized here.
If you prefer slow highly siloed or purely transactional tax work this will not be the right fit.
The Opportunity
We are seeking a Certified Public Accountant with 57 years of experience in public accounting who thrives in a relationship-driven high-velocity environment and is energized by the technical side of tax. This role requires strong judgment intellectual curiosity and the ability to move quickly while maintaining high standards.
As a Tax Manager you will manage both client relationships and internal team members. You will serve as a primary point of contact for a portfolio of clients building trust providing clarity and delivering proactive tax guidance. This role offers significant opportunity to advise clients directly translating complex tax concepts into practical strategies that meaningfully impact their financial lives.
If you enjoy staying current on tax law and digging into complex tax research you will find this role especially rewarding. Youll have the opportunity to work with an international clientele and engage in U.S. reporting of foreign assets adding depth and variety to your work beyond traditional domestic tax compliance.
You will play a key role in tax compliance review and extensive tax planning working closely with our wealth management team to deliver proactive integrated advice. This role will primarily focus on tax review planning and client advisory work with some preparation responsibilities during peak periods. This is an ideal opportunity for someone who wants to continuously learn apply that knowledge in real time and be part of a collaborative advisory team not just execute returns.
Qualifications
CPA license required
57 years of experience in public accounting
Strong experience with individual and closely held business taxation
Experience reviewing complex tax returns
Strong client communication and relationship management skills
Experience mentoring or managing junior staff preferred
Experience with international tax reporting (FBAR Form 8938 etc.) is a plus
Essential Responsibilities
Tax Review & Technical Leadership
Review (and some preparation) of individual federal and state income tax returns as well as business trust and estate tax returns
Review (and some preparation) of U.S. filing requirements for reporting foreign assets
Ensure technical accuracy completeness and consistency across returns
Stay current on tax law changes and industry trends and apply them thoughtfully
Demonstrate strong technical judgment and understand the rationale behind tax positions and planning strategies
Apply technical knowledge to identify planning opportunities and improve outcomes
Tax Planning & Wealth Management Collaboration
Engage in extensive tax planning for individuals families and business owners
Serve as a primary relationship manager for a portfolio of clients ensuring high-touch responsive service
Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans
Anticipate client needs and proactively identify risks and opportunities
Serve as a trusted tax resource to advisors and clients
Be energized by client conversations and embrace the opportunity to advise frequently and meaningfully
Team Leadership & Development
Manage and mentor team members providing guidance review and technical oversight
Delegate effectively while maintaining accountability for quality and deadlines
Support professional development through coaching and real-time feedback
Foster a culture of ownership responsiveness and high standards
Execution Process & Follow-Through
Deliver high-quality work while moving quickly and managing multiple priorities
Consistently use CRM and internal systems to manage tasks and deadlines
Demonstrate strong follow-up and follow-through without needing micromanagement
Take ownership of both client outcomes and team performance
Collaboration & Growth
Pitch in as needed and support team success
Share knowledge insights and updates with colleagues
Provide and receive thoughtful timely feedback
Contribute ideas that improve client experience internal processes and firm growth
Why Join Us
Meaningful long-term client relationships
Significant opportunity for advisory work and direct client impact
Leadership responsibility and team development
Close collaboration with wealth management professionals
A team that values both competence and character
An environment that rewards initiative speed and accountability
Compensation & Benefits
Salary range: $125000 $165000 depending on experience
Eligible for a performance bonus tied to successful completion of tax season and overall firm performance
401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure
High-performing team members may have the opportunity to participate in firm ownership over time
11 paid holidays and 15 PTO days to use at your discretion. Additional PTO days are awarded for tax season overtime
Employer-paid Health Dental and Vision insurance premiums for individuals and families
Employer HSA contributions
Employer-paid Life and Long-Term Disability insurance
Willis Johnson Wealth is a fast-paced wealth management firm where tax is not a back-office function its a core part of the client experience. Our clients rely on us not only for technical accuracy but for clarity responsiveness and trusted guidance across many moving pieces.
We work quickly manage a high volume of relationships and hold a high bar for responsiveness and quality. The work is engaging challenging and never boring. If you love tax enjoy solving complex problems and genuinely like working with people youll feel energized here.
If you prefer slow highly siloed or purely transactional tax work this will not be the right fit.
The Opportunity
We are seeking a Certified Public Accountant with 57 years of experience in public accounting who thrives in a relationship-driven high-velocity environment and is energized by the technical side of tax. This role requires strong judgment intellectual curiosity and the ability to move quickly while maintaining high standards.
As a Tax Manager you will manage both client relationships and internal team members. You will serve as a primary point of contact for a portfolio of clients building trust providing clarity and delivering proactive tax guidance. This role offers significant opportunity to advise clients directly translating complex tax concepts into practical strategies that meaningfully impact their financial lives.
If you enjoy staying current on tax law and digging into complex tax research you will find this role especially rewarding. Youll have the opportunity to work with an international clientele and engage in U.S. reporting of foreign assets adding depth and variety to your work beyond traditional domestic tax compliance.
You will play a key role in tax compliance review and extensive tax planning working closely with our wealth management team to deliver proactive integrated advice. This role will primarily focus on tax review planning and client advisory work with some preparation responsibilities during peak periods. This is an ideal opportunity for someone who wants to continuously learn apply that knowledge in real time and be part of a collaborative advisory team not just execute returns.
Qualifications
CPA license required
57 years of experience in public accounting
Strong experience with individual and closely held business taxation
Experience reviewing complex tax returns
Strong client communication and relationship management skills
Experience mentoring or managing junior staff preferred
Experience with international tax reporting (FBAR Form 8938 etc.) is a plus
Essential Responsibilities
Tax Review & Technical Leadership
Review (and some preparation) of individual federal and state income tax returns as well as business trust and estate tax returns
Review (and some preparation) of U.S. filing requirements for reporting foreign assets
Ensure technical accuracy completeness and consistency across returns
Stay current on tax law changes and industry trends and apply them thoughtfully
Demonstrate strong technical judgment and understand the rationale behind tax positions and planning strategies
Apply technical knowledge to identify planning opportunities and improve outcomes
Tax Planning & Wealth Management Collaboration
Engage in extensive tax planning for individuals families and business owners
Serve as a primary relationship manager for a portfolio of clients ensuring high-touch responsive service
Collaborate closely with the wealth management team to integrate tax strategy into broader financial plans
Anticipate client needs and proactively identify risks and opportunities
Serve as a trusted tax resource to advisors and clients
Be energized by client conversations and embrace the opportunity to advise frequently and meaningfully
Team Leadership & Development
Manage and mentor team members providing guidance review and technical oversight
Delegate effectively while maintaining accountability for quality and deadlines
Support professional development through coaching and real-time feedback
Foster a culture of ownership responsiveness and high standards
Execution Process & Follow-Through
Deliver high-quality work while moving quickly and managing multiple priorities
Consistently use CRM and internal systems to manage tasks and deadlines
Demonstrate strong follow-up and follow-through without needing micromanagement
Take ownership of both client outcomes and team performance
Collaboration & Growth
Pitch in as needed and support team success
Share knowledge insights and updates with colleagues
Provide and receive thoughtful timely feedback
Contribute ideas that improve client experience internal processes and firm growth
Why Join Us
Meaningful long-term client relationships
Significant opportunity for advisory work and direct client impact
Leadership responsibility and team development
Close collaboration with wealth management professionals
A team that values both competence and character
An environment that rewards initiative speed and accountability
Compensation & Benefits
Salary range: $125000 $165000 depending on experience
Eligible for a performance bonus tied to successful completion of tax season and overall firm performance
401(k) plan with firm contributions of up to 7% in the first year and up to 10% with tenure
High-performing team members may have the opportunity to participate in firm ownership over time
11 paid holidays and 15 PTO days to use at your discretion. Additional PTO days are awarded for tax season overtime
Employer-paid Health Dental and Vision insurance premiums for individuals and families
Employer HSA contributions
Employer-paid Life and Long-Term Disability insurance
Required Experience:
Manager
About Company
Our fiduciary, fee-only financial advisors offer financial planning and wealth management services and provide unbiased advice for your financial roadmap.
