Fisher Investments

Client Tax Accountant

Fisher Investments • $80K — $95K *
Plano, TX 75025In-Person
Legal & Accounting
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent education/experience required
  • 4+ years of direct tax experience
  • Certified Public Accountant, Enrolled Agent, or equivalent designation required
  • Strong client-facing presence
  • Ability to adapt in a fast-paced team environment
  • Proficient in Microsoft Office
  • Familiarity with tax preparation software, preferably CCH Axcess

Responsibilities

  • Work directly with High Net Worth (HNW) clients on their tax needs
  • Prepare federal, state, and local individual income tax returns and related filings
  • Resolve complex tax issues stemming from incorrect filings
  • Advise HNW clients on tax strategies and holistic tax planning
  • Create strategies to minimize tax liabilities
  • Ensure compliance with all tax regulations
  • Coordinate outsourced tax preparation services

Benefits

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Family support programs including 8 weeks paid leave for primary caregivers and fertility assistance
  • In-office role with potential eligibility for hybrid work program
Full Job Description
Overview

As a Client Tax Accountant, you will work to provide general tax services to US PCG Clients. Working in close collaboration with our Financial Planning Services group, you will provide tax planning consultation as well as tax prep, filing, and compliance to Fisher Private Clients. This role works independently to manage all aspects of tax work, including ensuring tax work is filed correctly and in compliance with all applicable deadlines and requirements.

The Day-to-Day:
  • Work directly with High Net Worth (HNW) clients on end-to-end tax needs
  • Prepare federal, state, and local individual income tax returns and related filings, including Forms 1040, utilizing information reported on Forms W-2, 1099's, K-1's, and other tax reporting documents
  • Find tax solutions to complicated tax issues or errors from incorrect tax filings
  • Meet with HNW clients to complete intake, advise on tax strategies and holistic tax planning, and provide tax advice within approved frameworks
  • Identify and create tax strategies to minimize taxation
  • Ensure compliance with federal, state and local tax regulations
  • Coordinate outsourced tax preparation work
  • Stay updated with tax changes and industry trends by participating in educational opportunities, participating in professional organizations, keeping up with professional networks and reading professional publications

Your Qualifications:
  • Bachelor's degree or equivalent combination of education and experience required
  • At least 4+ years of direct tax experience
  • Certified Public Accountant, Enrolled Agent, or equivalent designation required
  • Strong client-facing presence
  • Ability to adapt to changes in a fast paced, team environment
  • Proficient in Microsoft Office software
  • Familiarity with tax preparation software, CCH Axcess strongly preferred

Why Fisher Investments:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

About Fisher Investments

Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
Learn more about Fisher Investments
Size
3,500 employees
Industry
Finance & Insurance
Founded
1979
* Ladders Estimates

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