Jobs at Willis Towers Watson
170,665 open positions
P&C Associate Director - Personal Lines Analytics
Company: Willis Towers Watson
Location: Hartford, CT
Posted Dec 08, 2023
EOE, including disability/vets into distribution, marketing, claims, operations etc.) Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). The Responsibilities Support and lead the pursuit of potential client engagements, including showcasing WTW's strengths, establishing client needs, relationship building and crafting scope of work. Discuss and demonstrate applications of WTW's technology products to clients Lead, build, and participate in teams to deliver client projects Execute work on client projects such as best practice reviews and roadmaps, predictive modeling, enhancing decision making and portfolio management, and implementation of externalized rating and underwriting. Please speak to your recruiter to discuss more. This role is also eligible for an annual short-term incentive bonus.
Financial Planning Analyst
Company: Willis Johnson & Associates
Location: Houston, TX
Posted Nov 15, 2023
Must be willing to relocate to Houston, TX. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. Employer paid Health/Dental/Vision insurance premiums for individuals and families. No commissions. Essential Responsibilities Input data into financial planning software Prepare comprehensive financial plans, reviews, reports and client presentations Prepare Wealth Managers and staff in advance to client meetings Assist with the management of assigned client cases, including preparation of meeting agendas, client correspondence, quarterbacking all tasks to completion Attend client meetings, take detailed notes, prepare follow-up emails, debrief and assign appropriate actions to staff May perform basic investment research and research client’s company benefits Attend weekly Wealth Management meetings and bi-monthly Investment meetings. What We Offer Work/Life Balance. Total Compensation Range with Bonus = $80,000 - $120,000. Collaborative, Positive Teammates Advancement Opportunities Autonomy in Your Role Professional Development Options Rewarding Work That Matters Compensation & Benefits Salary range: $60,000 - $80,000, plus quarterly bonuses based on company and personal performance. Assist with client service and operations Qualifications Bachelor’s degree in Finance, Business, Accounting or Financial Planning required Master’s or Graduate degree preferred (Masters in Finance, JD, MBA) One to three years working experience, or internship in similar industry Currently pursuing either CFP, CFA, or CPA designation Currently possess or pursuing the Series 65 securities licenses Strong technical and interpersonal skills Confident, poised and professional in appearance Ability to take on creative challenges and manage workload on tight deadlines Ability to collaborate and contribute to a team environment Experience in eMoney, Redtail CRM, and Orion software systems preferred. 10 paid holidays and 15 PTO days to use at your discretion.
Client Operations Specialist
Company: Willis Johnson & Associates
Location: Houston, TX
Posted Nov 15, 2023
Ability to establish structures, checks-and-balances, and maintain follow-up systems. Client service, administrative or operations experience is preferred. Strong technology skills, including MS Office (Excel), CRM and internal portal technology. 1-3 internships or experience at an investment, financial planning, wealth management, banking or insurance firm is a plus. What We Offer Work/Life Balance. Employer paid Health/Dental/Vision insurance premiums for individuals and families. Total Compensation with Bonus = $57,750 - $71,300. Collaborative, Positive Teammates Advancement Opportunities Autonomy in Your Role Professional Development Options Rewarding Work That Matters Compensation & Benefits Salary range: $55,000 - $62,000/year, plus 5-15% discretionary performance bonus paid out bi-annually. Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment. Flexibility to work from where you are most comfortable - at home or in the office, except for required client and department meetings.
Senior Ergonomist
Company: Willis Towers Watson
Location: Dallas-Fort Worth, TX
Posted Dec 12, 2023
Certified Professional Ergonomist designation preferred Competency with Microsoft: Word, Excel, PowerPoint, Outlook, Teams, and Visio. Prepare responses and represent the ergonomics team during requests for proposals Enhance case management programs and physical demands assessments by creating and/or accurately updating functional job descriptions Exhibit competency in leading and presenting on topics such as: office ergonomics, industrial ergonomics, task analyses, 5S, warm-up/stretching, body mechanics, kaizen events, value stream mapping, lean manufacturing/production, and safe patient handling Familiarity with the NIOSH Lift Equation, 3DSSPP, Push/Pull tables, RULA, REBA and/or other risk quantification tools Currently established or willingness to obtain a Department of Defense Secret Security Clearance Complies with WTW policies for timekeeping, expense reporting, and invoicing Seeks opportunities to continuously develop and expand technical skills through professional associations, web-based trainings, and/or conferences The Requirements: Bachelor's and Master's degrees in ergonomics-related field highly preferred Minimum 10 years of experience in a similar role required and/or equivalent combination of education and experience. Ability to travel and work beyond a normally scheduled workweek if needed Travel overnight up to 50% EEO, including disability/vets The Role: Responsible for proposing, budgeting, managing, and providing ergonomics services to a vast array of WTW clients Successfully maintain and grow ergonomics engagements with large corporations Develop client specific service plans and scopes of work Manage multiple ergonomics projects simultaneously Work with clients to demonstrate ROI (i.e., increase productivity, improve quality, improve operating cost margin, reduction of claim frequency and severity) Author client specific ergonomics programs Complies with WTW policies for timekeeping, expense reporting, and invoicing Seeks opportunities to continuously develop and expand technical skills through professional associations, web-based trainings, and/or conferences Create and deliver ergonomics sales presentations that generate new and expanded revenue Provide innovative ideas to enhance current ergonomics tools and develop future service offerings Conduct ergonomics task analyses with and without risk quantification tools and provide clients with timely recommendation reports to mitigate risk factors Provide quality assurance of insurance carrier and private consultants' loss control services Serve as a subject matter expert in the area of occupational ergonomics for a vast array of clients in industries including: office, industrial, financial, defense contracting, manufacturing, warehouse/distribution, healthcare/life sciences, retail, aerospace, and transportation. Competently train onsite and by web meetings globally to personnel at all levels of an organization including senior management, front line management, and employees Train and mentor other WTW ergonomics consultants. Familiarity with Smartsheets and with MS Access and Dynamics 365. Leveraging data analytics, this senior consultant will construct strategy and execute tactfully with ergonomics solutions on their own and by collaborating with other ergonomics practice and safety team members to impact clients' total cost of risk. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Reporting to the WTW ergonomics practice leader, the senior ergonomics consultant will be responsible for providing comprehensive ergonomics solutions and programs to clients in many industries and supporting WTW client service teams.
Senior Ergonomist
Company: Willis Towers Watson
Location: Dallas-Fort Worth, TX
Posted Dec 11, 2023
Certified Professional Ergonomist designation preferred Competency with Microsoft: Word, Excel, PowerPoint, Outlook, Teams, and Visio. Prepare responses and represent the ergonomics team during requests for proposals Enhance case management programs and physical demands assessments by creating and/or accurately updating functional job descriptions Exhibit competency in leading and presenting on topics such as: office ergonomics, industrial ergonomics, task analyses, 5S, warm-up/stretching, body mechanics, kaizen events, value stream mapping, lean manufacturing/production, and safe patient handling Familiarity with the NIOSH Lift Equation, 3DSSPP, Push/Pull tables, RULA, REBA and/or other risk quantification tools Currently established or willingness to obtain a Department of Defense Secret Security Clearance Complies with WTW policies for timekeeping, expense reporting, and invoicing Seeks opportunities to continuously develop and expand technical skills through professional associations, web-based trainings, and/or conferences Qualifications The Requirements: Bachelor's and Master's degrees in ergonomics-related field highly preferred Minimum 10 years of experience in a similar role required and/or equivalent combination of education and experience. Ability to travel and work beyond a normally scheduled workweek if needed Travel overnight up to 50% EEO, including disability/vets The Role: Responsible for proposing, budgeting, managing, and providing ergonomics services to a vast array of WTW clients Successfully maintain and grow ergonomics engagements with large corporations Develop client specific service plans and scopes of work Manage multiple ergonomics projects simultaneously Work with clients to demonstrate ROI (i.e., increase productivity, improve quality, improve operating cost margin, reduction of claim frequency and severity) Author client specific ergonomics programs Complies with WTW policies for timekeeping, expense reporting, and invoicing Seeks opportunities to continuously develop and expand technical skills through professional associations, web-based trainings, and/or conferences Create and deliver ergonomics sales presentations that generate new and expanded revenue Provide innovative ideas to enhance current ergonomics tools and develop future service offerings Conduct ergonomics task analyses with and without risk quantification tools and provide clients with timely recommendation reports to mitigate risk factors Provide quality assurance of insurance carrier and private consultants' loss control services Serve as a subject matter expert in the area of occupational ergonomics for a vast array of clients in industries including: office, industrial, financial, defense contracting, manufacturing, warehouse/distribution, healthcare/life sciences, retail, aerospace, and transportation. Competently train onsite and by web meetings globally to personnel at all levels of an organization including senior management, front line management, and employees Train and mentor other WTW ergonomics consultants. Familiarity with Smartsheets and with MS Access and Dynamics 365. Leveraging data analytics, this senior consultant will construct strategy and execute tactfully with ergonomics solutions on their own and by collaborating with other ergonomics practice and safety team members to impact clients' total cost of risk. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Job Description Reporting to the WTW ergonomics practice leader, the senior ergonomics consultant will be responsible for providing comprehensive ergonomics solutions and programs to clients in many industries and supporting WTW client service teams.
Early Careers: Integrated and Global Solutions Internship- Fall 2024
Company: Willis Towers Watson
Location: Philadelphia, PA
Posted Dec 17, 2023
The text describes an internship opportunity in the Integrated and Global Solutions (IGS) business of a multinational company. The intern will assist in providing consulting advice and services to multinational companies concerning retirement, health and welfare, and broader benefits and compensation issues for their global operations. The intern will have exposure to real client assignments, develop technical knowledge, and participate in a comprehensive actuarial exam study program. The ideal candidate should have a strong academic record, preferably with actuarial exams completed, and possess excellent communication skills. The application process includes online assessments, a video interview, and a virtual interview with the business. The hourly rate for this role is $27-$36/hr, and it is eligible for overtime. The company offers a competitive benefit package, including a contributory pension plan and savings plan (401k).
Global Head of Broking & Broking Strategy
Company: Willis Towers Watson
Location: Atlanta, GA
Posted Dec 16, 2023
Building a community of expertise for Broking/Placement globally, supporting local needs while leveraging best global practices Partner with Risk and Broking leaders to identify and lead cross-sell opportunities between H&B, Risk and Human Capital (not sure if this is a focus area) Representing H&B in the Broking and Broking Strategy community coordinating with the Risk and Broking segment to collaborate on common goals Representing H&B in IGS risk financing team (Pooling Network review meetings) Acting as key liaison with Market Security Group- manage and proactively flag risks for H&B related to carriers, vendors and broking activity Key Features Excellence Manage the overall placement strategy ensuring that WTW is performing according to our Excellence standards People Display strong leadership and influencing skills Work in a collaborative manner demonstrating the Willis Towers Watson values Clients Manage the WTW H&B Carrier Management strategy in collaboration with H&B Region Leaders and H&B Regional Broking Leaders Directly manage the carrier relationship of top 10 carriers globally Identify ways to leverage effective carrier relationships by maximizing the potential of the WTW H&B portfolio of business. Work with teams to define appropriate delivery models to implement efficient and effective placement protocols Work closely with the Global H&B leadership team along with counterparts in the Risk and Broking segment to drive growth and profitability Qualifications The Requirements Extensive experience in employee benefits broking, insurance or consulting Extensive knowledge of the insurance market with a deep understanding of carriers and clients Ability to understand the dynamics of the market and anticipate / identify potential conflicts of interest for H&B activity and future market evolution Excellent stakeholder management skills with the ability to influence within a matrix environment High levels of business and financial acumen with an understanding of company strategy and change management Excellent problem solving and analytical skills a must for this job Strong facilitation skills - ability to use inclusive and collaborative styles to manage ambiguity and gain agreement Strong communication, negotiation and influencing skills Minimum Bachelor's degree or equivalent Ability to act as an ambassador for the Company EOE, including disability/vets Develop opportunities to grow and increase pipelines for current and future business opportunities Demonstrate a strong commercial ability to leverage from deep knowledge of the employee benefits market globally Financial Manage global H&B Market Derived Income revenue with year over year growth expectations to be established annually Analyse global commission levels and provide strategic guidance. You will report to the Global Head of H&B. You will be responsible for the following: Serving as a Global H&B Leadership team member and contributing to strategic growth and operational improvement initiatives Leading strategy for Broking teams across H&B; including but not limited to the development of panels, facilities, enhanced MDI arrangements, alignment of broking teams to the global target operating model Develop vendor strategy inclusive of panels, COEs, and facilities with corresponding commercial strategies (similar to the traditional carrier relationships) Managing and expanding Market Derived Income (MDI) including increasing this revenue year over year Executing carrier management strategy across the business enhancing what is in region currently to leverage and create best practices globally, including use of technology Establishing a commercial and operational framework for preferred vendor/panel partners Identify, influence and lead co-development opportunities for new and unique solutions with carriers and vendors (potential for new revenue channels) Working with Operations and Technology you or your delegate(s) will act as a business lead to support WTW's H&B technology platforms and data strategy, as well as opportunities for automation and process improvement Working with the insurance carriers and local teams to deliver the value proposition for the carriers that will increase WTW's MDI revenue, including carrier analytics Working with regional leadership, country leadership and broking leadership to ensure teams regionally and locally follow the standard operating model for placement work, maximizing the use of the Global Service Delivery centers, and ensuring organization design aligns to target operating model. Job Description The Role As the Global Head of Broking and Broking Strategy for H&B, you will drive the overall broking and carrier management strategies.
Transfer Pricing Senior Analyst
Company: Willis Towers Watson
Location: Philadelphia, PA
Posted Mar 09, 2024
The job description is for a Transfer Pricing Senior Analyst position at WTW, requiring 3+ years of experience, strong knowledge of transfer pricing regulations, and proficiency in Excel and Word. The role involves supporting global transfer pricing compliance, preparing documentation, and analyzing data.
Transfer Pricing Manager
Company: Willis Towers Watson
Location: Philadelphia, PA
Posted Dec 08, 2023
EOE, including disability/vets Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( Washington State only ) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only). Support APA/MAP filings, tax disputes, business development opportunities and other ad hoc business requests Assist with tax planning and other special projects, as needed The Requirements Minimum of 5 years of transfer pricing experience with Big Four accounting firm, law firm, or large multinational corporation Strong knowledge of regulations under Sections 482 and 6662 of the U.S. Internal Revenue Code and OECD Transfer Pricing Guidelines Bachelor's degree in Accounting, Finance, Economics or other related field Pursuit of CPA or advanced degree preferred Strong verbal and written communication skills Advanced knowledge of Excel and use of pivot tables and other data analysis concepts Proficient and comfortable in conducting functional interviews for transfer pricing purposes Strong analytical, problem-solving, organizational, and research skills Advanced knowledge of Microsoft Word Proactively embrace technology to enhance and improve all aspects of transfer pricing function Proficiency in financial statement analysis Ability to manage timelines, organize files, project plans, data etc. Lead the global core documentation template update and review process on an annual basis Assist with the investigation, development and execution of new transfer pricing policies Assist in the assessment of TP issues and manage issue lifecycle to resolution and appropriately document resolution Lead functional analysis interviews and prepare functional analysis write-ups Perform/review economic analyses in support of global transfer pricing policies Support WTW's transfer pricing audit efforts and manage audit requests received on a global basis Support WTW's operational transfer pricing function, including reviewing quarterly accruals prepared by other TP team members, reviewing forecasted transfer pricing adjustments, preparing process documentation and responding to transfer pricing related queries received from the business Liaise with global finance managers and business leaders to serve as a bridge between the wider business and the transfer pricing function Perform research and analysis related to transfer pricing regulatory changes and developments Demonstrate knowledge of and keen interest in automation and digitization of transfer pricing processes, including the use of digitization tools in support of the Company's technology and transformation strategy in the areas of reporting, TP documentation, operational transfer pricing, etc. The ideal candidate has 5+ years of experience, regulatory understanding, strong TP technical skills, effective communication skills, data analysis proficiency, and adaptability. The Role Demonstrate knowledge of various TP models and experience with TP projects, including: Management fee and cost allocation analyses Preparation and review of intercompany agreements Preparation of global core documentation and local country documentation reports Preparation of value chain analyses Transfer pricing related accrual preparation and reviews Prepare and manage global transfer pricing documentation, with emphasis on technical accuracy, technical writing cohesion, and consistent formatting of documents Demonstrate comprehensive knowledge of core TP technical and compliance concepts to efficiently and effectively respond to questions from service providers and the wider WTW business. This role is also eligible for an annual short-term incentive bonus. Compensation The base salary being offered for this role is $70,000 USD - $125,000 USD. Responsibilities include leading documentation updates, independently managing transfer pricing issues, and implementing operational policies.
Senior Marine Account Manager
Company: Willis Towers Watson
Location: Houston, TX
Posted Dec 08, 2023
The Role: Marketing and placement for large middle market and complex global accounts, Direct client communication/calls/meetings etc. Function as a resource on Shipowner's accounts within the practice, provide technical expertise Maintain a book of business Perform policy contract reviews Issue accurate policy and other documentation Contribute to business growth objectives (e.g., participate in RFP responses/presentations, attend proactive sales meetings, place new business opportunities) Assist in achieving the goals and objectives of the North American Marine Practice Collaborate with other LOBs to cross sell products and services Maintain and develop relationships with insurance carriers' partners Foster relationships with existing and prospective clients Learn and utilize WTW software and systems - ECLIPSE, EPIC, and RADAR where necessary The Requirements: High school diploma required; College degree preferred More than 15 years insurance broking and/or underwriting experience Insurance broker's P&C license required Ability to utilize Microsoft Office Suite effectively, including PowerPoint, Word, Excel and Outlook Excellent interpersonal and communication skills Excellent problem-solving skills Exceptional time management and organizational skills with a track record of success working against tight deadlines Ability to work collaboratively with others Must demonstrate attention to detail Ability to conduct research Must demonstrate core competency of WTW's Values & Vision EEO, including disability/vets The individual will also be responsible for client-related documentation including but not limited to policies, endorsements, quote comparisons and required compliance forms. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. All functions should be performed collaboratively with the greater team. Will assist the practice in hitting its new revenue targets through development of the pipeline and participating in RFP's. The individual will support the Marine North America team by managing a more complex book of business in the large middle market and global account space. This person is responsible for managing major client relationships, deploying placement expertise and assisting Marine North America in achieving its revenue growth targets. A Senior Account Manager in the Shipowners Practice serves as the primary liaison between insurers and clients.
Client Manager
Company: Willis Towers Watson
Location: Minneapolis–Saint Paul, MN
Posted Dec 05, 2023
The Role Maintenance of accurate policy detail in Management System Support for the invoicing process, including review for compliance and coordination of Surplus Lines documentation Attaching information in records management system Participation in internal pre-renewal strategy meetings; review and management of expiration list Upon receipt of binder, creating confirmation of coverage or evidence of coverage to deliver with binders to client Overseeing the client billing process, including timely and accurate delivery of invoices Resolving client level accounting issues including discrepancies and fee agreements Managing the certificate renewal process with clients to determine requirements, coordinating with certificate center to ensure timely and accurate issuance Second pair of eyes review on policy checked by policy services team, including request carrier revisions as needed and delivery to client within 30 days of receipt Ensuring timely and accurate completion of endorsement and audit requests Responding to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues Completing contract reviews as applicable Maintaining and managing open items listings with clients and team Delivery of client reports, e.g., Accounts Receivable for Allocations, Open Claims, etc. Additional accountabilities include but are not limited to: Support and utilization of internal and client-facing technology, operational processes and data integrity Retention of existing book of business and driving client relationships Support for new business opportunities; assuming new clients as applicable, and contributing toward revenue growth Following Global Excellence Model principles Other duties as identified and appropriate Qualifications The Requirements: 3-5 years of commercial Property & Casualty experience in a client facing role is required Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various continuing education activities as needed The ability to review and understand coverage questions with support as needed An understanding of insurance terminology, the general functions of an insurance broker and the various lines of business insurance The ability to work independently Identifying and applying a solutions-oriented approach Strong knowledge of Microsoft Office and the proven ability to learn and utilize new technology Strong verbal and written communication skills Project management skills including attention to detail; organizational skills, the ability to prioritize, and time management skills Problem solving abilities, including critical thinking and adaptability The ability to apply judgement in the daily routine Aptitude for client relationship management and a strong customer focus Collaborative approach to working with internal clients Professional composure and the ability to manage change, including a tolerance for ambiguity EEO, including disability/vets This role offers a hybrid working opportunity. Upon development of skills, colleague may serve as a mentor or Subject Matter Expert. Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Colleagues in this role will work independently and be responsible for direct completion of tasks such as including creation of allocations and independent contract reviews, followed by implementation of necessary actions with clients/carriers. Colleagues in this role will support internal clients and assigned external clients in collaboration with senior colleagues. Job Description The Client Manager is responsible for a blend of internal delivery activities and client facing functions utilizing the colleague's developed skills, working independently on Commercial Property and Casualty Insurance accounts.
Tax Manager
Company: Willis Johnson & Associates
Location: Houston, TX
Posted Feb 28, 2024
<p><span><span>The Willis Johnson amp Associates WJA tax team is seeking to add a Tax Manager to its dynamic team of CPAs who provide yearround tax planning and compliance for our clientele This is a unique opportunity that certainly has aspects of public accounting but offers a broader experience in terms of a lifetime approach to tax planning The WJA tax team regularly consults with our clients and collaborates with our expert wealth management team to perform yearround tax planning to optimize lifelong tax mitigation <span><span><span><span>As part of our client service WJA manages taxplanning and the preparation and review of individual trust estate and business tax returns for our clients We also have clients with international activity which qualifies for the FATCA filing requirements of various forms eg Forms 8938 5471 8865 3520 Because each client is unique and has different needs every day is different at WJA and the learning is continuous We do not track our time as the tax function is only one part of the greater financial planning service WJA provides for our clients WJA has a very positive company culture with a focus on worklife balance while providing outstanding client service <span><span><p> <p><span><span>A Tax Manager at Willis Johnson amp Associates will be fully responsible for a portfolio of assigned clients by managing the client relationship to include yearround tax planning estimating taxes and tax compliance<span><span><p> <p><span><span><span><b>Why Willis Johnson amp Associates<b><span><span><span><p> <p><span><span><span>Willis Johnson amp Associates is a fast growing awardwinning 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 And with everything we recommend we put our clients firstall the time every time We do not sell products or receive commissions Straight feeonly financial planning asset management and outstanding tax preparation <span><span><span><p> <p><span>The same way we take care of our clients we invest in our team Aside from providing a very competitive benefits package including medical dental vision disabilitylife insurance 401k and PTO we pride ourselves in supporting personal and professional growth We encourage and incentivize continued education for all employees and support their participation in educational conferences and events WJA is also proud to be one of the Best Places to Work by both The Houston Business Journal and Investment News<span><p> <p><span><span><b>Essential Responsibilities<b><span><span><p> <ul><li><span><span>Collaborate with tax team to implement the continuouslyexpanding vision of the tax department of our firm<span><span><li> <li><span><span>Review individual trust estate S corporation partnership and state returns prepared by our team of tax professionals <span><span><li> <li><span><span>Prepare forms to comply with foreign filing requirements for our large number of international clientele<span><span><li> <li><span><span>Participate in highlevel clientinterfacing activities targeted to build lasting client relationships<span><span><li> <li><span><span>Interface with tax team to manage tax compliance and yearround tax planning<span><span><li> <li><span><span>Perform tax projections for clients in close coordination with the Wealth Management advisors<span><span><li> <li><span><span>Consult on client cases as the inhouse expert for tax projections throughout the year when optimizing Roth conversions selling real estate and other tax sensitive situations<span><span><li> <li><span><span>Build models for running different tax scenarios for specific clientrelated situations <span><span><li> <li><span><span>Identify and implement procedures to mitigate inefficiencies in the Tax Compliance function<span><span><li> <li><span><span>Support inhouse marketing efforts by writing educational articles that are pertinent to clients and prospective clients <span><span><li> <li><span><span>Participate in recruiting at Texas universities for tax interns<span><span><li> <li><span><span>Work closely with tax interns in their professional development<span><span><li> <li><span><span>Expect longer hours during tax season with lots of flexibility throughout the rest of the year<span><span><li> <ul><p><b>Qualifications<b><p> <ul><li><span><span>CPA license required<span><span><li> <li><span><span>Bachelors degree required Masters degree in Accountancy preferred<span><span><li> <li><span><span>Experience as a tax manager at a reputable CPA firm required<span><span><li> <li><span><span>Five or more years of public accounting experience with a focus on individual trust and small business returns <span><span><li> <li><span><span>Experience in preparation of Forms 5471 3520 3520A 8865 and 8885 preferred<span><span><li> <li><span><span>Experience in state tax preparation preferred<span><span><li> <li><span><span>Strong technical and interpersonal skills<span><span><li> <li><span><span>Strong written and oral communication skills<span><span><li> <li><span><span>Very detailoriented with an ability to work on several concurrent projects and tax returns <span><span><li> <li><span><span>Confident poised and professional in appearance<span><span><li> <li><span><span>Ability to take on creative challenges and manage workload on tight deadlines<span><span><li> <li><span><span>Ability to collaborate and contribute to a team environment<span><span><li> <li><span><span>Experience in consulting with highnet worth corporate executives trusts andor small businesses preferred <span><span><li> <li><span><span>Experience with states amp foreign reporting preferred<span><span><li> <li><span><span>Must currently reside or be willing to relocate to Texas<span><span><li> <ul><p><span><span><b>What We Offer<b><span><span><p> <ul><li><span><span>WorkLife Balance <span><span><li> <li><span><span><span>Flexibility to work from where you are most comfortable at home or in the office except for required client and department meetings<span><span><span><li> <li><span><span>Collaborative Positive Teammates<span><span><li> <li><span><span>Nontoxic Positive Company Culture<span><span><li> <li><span><span>Career Development and Advancement Opportunities<span><span><li> <li><span><span>Autonomy in Your Role<span><span><li> <li><span><span>Professional Development Options<span><span><li> <li><span><span>Rewarding Work That Matters<span><span><li> <ul><p><b>Compensation amp Benefits<b><p> <ul><li><span><span>Salary Range including guaranteed bonus paid out after tax season $97000 $140000year<span><span><li> <li><span><span>401k plan with opportunity to earn up to 7 the first year and 10 with tenure<span><span><li> <li><span><span>Best and brightest leaders will have opportunities to buy into and become owners in the firm over time<span><span><li> <li><span><span>10 paid holidays and 15 PTO days to use at your discretion<span><span><li> <li><span><span>Employer paid HealthDentalVision insurance premiums for individuals and families<span><span><li> <li><span><span>Employer HSA contributions<span><span><li> <li><span><span>Employer paid Life and LongTerm Disability<span><span><li> <ul>