Client Tax Accountant

Fisher Investments; Camas (WA); On-site; USD 80,000 - 125,000; Full time

Benefits offered by this job

Premium health benefits

401(k) match 50%

20 days PTO + 10 holidays

Family support programs

Hybrid work option

Job summary

Fisher Investments in Washington state seeks a Client Tax Accountant to deliver comprehensive tax services to Private Client Group clients. You will work with Investment Counselors and client-facing teams to prepare, file, and advise on tax planning for high-net-worth clients, ensuring deadlines and regulatory compliance.

You will manage federal, state, and local returns, coordinate with outsourced preparation, and stay current on tax changes.

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.
• Familiarity with tax preparation software, CCH Axcess strongly preferred.

Responsibilities

• Prepare federal, state, and local individual income tax returns and related filings (Forms 1040, W-2s, 1099s, K-1s).
• Provide tax planning consultation and holistic tax strategies for High Net Worth clients.
• Ensure tax filings are completed accurately and by deadlines.
• Coordinate with Investment Counselors and client-facing teams.
• Stay updated on tax changes and industry trends.

Skills

Client facing

Tax planning

Tax prep

Microsoft Office

Education

Bachelor's degree

Tools

CCH Axcess

Job description

Calling all Tax Professionals: Do you pride yourself on your ability to manage complexities and serve clients? Do you enjoy collaborating across teams? If so, Fisher Investments is looking to grow and scale our Private Client Group (PCG) Tax consultation team by adding new Client Tax Accountants. This role plays an important part in delivering comprehensive white glove service to the Client, carefully coordinated with Investment Counselors and other client-facing employees and teams.

The Opportunity:

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

Compensation:

• $80,200 - $125,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
• Eligible for a discretionary bonus based on firm and individual performance

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.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER