Job Description

Willis Johnson & Associates (WJA) is seeking 1–2 motivated Juniors, Seniors, or Master’s students to join our Tax Internship Program .

WJA is a Registered Investment Advisory firm, not a CPA firm, providing high-net-worth clients with comprehensive financial planning across all life stages, including tax planning and compliance. As a tax intern, you’ll gain hands-on experience in tax services while also seeing how tax integrates into broader wealth management strategies.

This internship is a great fit for students interested in pursuing the CPA or CFP designation.

Program Highlights

• 40-hour/week, paid internship
• Part of our Protégé Program: technical training, one-on-one mentoring, and networking opportunities
• Exposure to strategy sessions, client meetings, and the chance to lead a tax research project

Essential Responsibilities

• Prepare individual, fiduciary, and business income tax returns
• Compile and input data using Thomson Reuters UltraTax software
• Manage workflows and organize returns in a paperless system
• Partner with the Tax Manager and wealth managers to deliver outstanding client service
• Support the Tax Operations team during busy season with client relations and project organization
• Complete one specialized tax research project and present findings to members of the firm

Qualifications

• Accounting or Finance major with an interest in Tax
• Career goals in Public Accounting or Wealth Management
• Strong initiative and organizational skills
• Proficiency with technology, research, and analysis
• Excellent written and verbal communication
• Professional presence and ability to work under deadlines

What We Offer

• Paid internships :
  • Sophomore: $19/hr
  • Junior: $22/hr
  • Senior: $24/hr
  • Graduate/Post-Grad/MBA: $26/hr
• Collaborative and positive teammates
• Hybrid work environment (in-office start, with flexibility for remote days)
• Formal mentorship program
• Meaningful, rewarding work that impacts clients’ lives

Job Tags

Internship, Work at office, Remote work,

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