Bachelor's degree or equivalent education and experience required
7+ years of direct tax experience preferred
Certified Public Accountant (CPA) designation or equivalent required
Proficient in Microsoft Office software
Experience with tax preparation software, particularly CCH Axcess preferred
Responsibilities
Consult with High-Net-Worth (HNW) clients on end-to-end tax needs
Lead the preparation of tax returns, schedules, and payments
Review federal, state, and local individual income tax returns
Find solutions to complicated tax issues or errors from filings
Work directly with clients and Investment Counselors to gather necessary documents
Advise HNW clients on tax strategies and holistic planning
Identify and create tax strategies to minimize taxation
Benefits
100% paid medical, dental and vision premiums for you and your qualifying dependents
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 and fertility assistance
Opportunity to participate in a hybrid work from home program based on eligibility
Full Job Description
Overview
As a Senior Client Tax Accountant, you will work to oversee the execution and delivery of tax related work to Fisher Investments US PCG Clients. Working in close collaboration with the Financial Planning Services group, you will provide and supervise tax planning consultation, tax prep, tax filing, and tax compliance to Private Clients. The Senior Client Tax Accountant plays an important role in delivering comprehensive white glove service to the Client, including in-person and virtual consultations, carefully coordinated with Investment Counselors and other client-facing employees and teams.
The Day-to-Day:
Consult with High-Net-Worth (HNW) clients on end-to-end tax needs
Lead the preparation of tax returns, schedules, payments, reports and other deliverables or collateral as needed
Review federal, state, and local individual income tax returns and related filings, including Forms 1040, and provide written and verbal feedback to staff
Find tax solutions to complicated tax issues or errors from incorrect tax filings
Work directly with HNW clients and Investment Counselors to gather any information or documents needed to prepare tax returns
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
Schedule and manage workload of Client Tax Accountants
Review work prepared by Client Tax Accountants and provide timely, constructive review feedback.
Train tax employees on how to use all current relevant software and technology
Your Qualifications:
Bachelor's degree or equivalent combination of education and experience required
7+ years of direct tax experience preferred
Certified Public Accountant designation or equivalent required
Proficient in Microsoft Office software
Proficient in tax preparation software, CCH Axcess preferred
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
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.
