Tax Contractor

<span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Willis Johnson Wealth (WJW) is inviting a Certified Public Accountant or an Enrolled Agent to join our tax department as a contract tax preparer. WJW 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.</span></span></span></span><br><br><span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:Calibri, sans-serif;"><b><span style="color:#000000;">Why Willis Johnson Wealth?</span></b></span></span></span><br><span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;"><span style="letter-spacing:0.05pt;">Willis Johnson Wealth 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.</span></span></span></span></span><br><br><span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:Calibri, sans-serif;"><b><u><span style="color:#000000;">Essential Responsibilities</span></u></b></span></span></span><ul style="margin-top:6px;margin-bottom:11px;"><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Prepare federal and state tax returns for individuals and trusts</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;"><span style="letter-spacing:-0.05pt;">Prepare estimates of tax liability</span></span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Manage workflows, storage of data and tax returns through a paperless system</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Input tax return data into Thomson Reuters Ultra Tax software</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Work with Thomson Reuters TaxCaddy and SurePRep</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Perform tax research using Thomson Reuters Checkpoint Edge</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Work closely with the tax team and wealth managers to provide outstanding service to clients</span></span></span></span></span></li></ul><span style="font-size:11pt;"><span style="line-height:normal;"><span style="font-family:Calibri, sans-serif;"><b><u><span style="color:#000000;"><span style="letter-spacing:-0.05pt;">Qualifications</span></span></u></b></span></span></span><ul style="margin-top:6px;margin-bottom:11px;"><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Certified Public Accountant or Enrolled Agent license required</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;"><span style="letter-spacing:-0.05pt;">Bachelors or Masters degree in Accounting preferred</span></span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">A minimum of 5 years’ experience in preparing individual income tax returns required</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Strong technology, research and organizational skills</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;"><span style="letter-spacing:-0.05pt;">Enjoys research and analysis</span></span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Confident, poised and professional in appearance</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Excellent written and verbal communication skills</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Experience with Ultra Tax or Checkpoint tax research preferred</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Capable of tackling creative challenges and tight deadlines</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Must have a reliable computer to work remotely</span></span></span></span></span></li><li style="margin-top:6px;margin-bottom:11px;"><span style="font-size:11pt;"><span style="line-height:normal;"><span><span style="font-family:Calibri, sans-serif;"><span style="color:#000000;">Must live in the U.S.</span></span></span></span></span></li></ul>