Willis Johnson & Associates (WJA) is inviting 1-2 college Junior, Senior, or Masters candidates to explore the career of tax services within a Wealth Management firm. WJA is not a CPA firm, but is a Registered Investment Advisory firm. Our service to our clients is to provide a comprehensive financial plan for every stage of life, including vital tax planning and compliance. The tax intern will have the opportunity to explore tax planning and compliance from a broader point of view, being exposed to all stages of financial planning for high-net-worth individuals. This internship is ideal for a candidate who would ultimately like to pursue either a Certified Public Accountant (CPA) designation or a Certified Financial Planner (CFP) designation. Our tax intern will be a vital part of our unique Protégé Program, wherein the intern will join our in-house CPA team to receive technical training, one-on-one mentoring and networking opportunities. The tax intern participates in strategy sessions, client meetings, and takes the lead responsibility of one tax research project. WJA has been voted by the Financial Times as one of the top U.S. Registered Investment Advisers. WJA is also listed as one of the fastest growing companies in Houston by the Houston Business Journal and one of the best places to work for financial advisers by both Investment News and the Houston Business Journal. Essential Responsibilities Learn preparation of individual and fiduciary income tax returns of wealth management clientsCompile data for preparation of tax returnsCreate pdf of return packet for client deliveryInput data into Thomson Reuters Ultra Tax preparation softwareManage workflows, storage of data and returns through a paperless systemPerform tax research using Thomson Reuters Checkpoint EdgeWork closely with Tax Manager and wealth managers to provide outstanding service to clientsComplete one specialized tax research project after tax season, including writing of the Research MemorandumQualifications Accounting major, emphasis in Tax, with a minimum GPA of 3.2Highly interested in a career in Public Accounting or Wealth ManagementDemonstrated track record of initiativeStrong technology, research and organizational skillsEnjoys research and analysisConfident, poised and professional in appearanceExcellent written and verbal communication skillsCapable of taking on creative challenges and tight deadlinesWhat We offer Paid Internships:Undergraduates: $18/hourGraduates, Post Grad, MBA: $21/hourCollaborative, Positive TeammatesFlexibility to Work Remotely or In PersonMentorship ProgramRewarding Work that Matters