Contract Seasonal Tax Preparer

Details of the offer

Willis Johnson & Associates (WJA) is inviting a Certified Public Accountant or an Enrolled Agent to join our tax department as a remote full-time or part-time contract tax preparer from late January to April of 2025. WJA is not a CPA firm, but is a Registered Investment Advisory firm. This contract opportunity is ideal for a candidate who is available for seasonal work during January through April. Why Willis Johnson & Associates? Willis Johnson & Associates is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. Our in-house tax team brings value to our clientele by providing top quality tax compliance and planning opportunities. Essential Responsibilities Prepare federal and state tax returns for individuals and trustsPrepare estimates of tax liabilityManage workflows, storage of data and tax returns through a paperless systemInput tax return data into Thomson Reuters Ultra Tax softwareWork with Thomson Reuters TaxCaddy and SurePRepPerform tax research using Thomson Reuters Checkpoint EdgeWork closely with the tax team and wealth managers to provide outstanding service to clientsQualifications Certified Public Accountant or Enrolled Agent license requiredBachelors or Masters degree in Accounting preferredA minimum of 5 years' experience in preparing individual income tax returns requiredStrong technology, research and organizational skillsEnjoys research and analysisConfident, poised and professional in appearanceExcellent written and verbal communication skillsExperience with Ultra Tax or Checkpoint tax research preferredCapable of tackling creative challenges and tight deadlinesMust have a reliable computer to work remotelyMust live in the U.S.


Nominal Salary: To be agreed

Source: Grabsjobs_Co

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