Client Tax Accountant

Fisher Investments; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Family support program

Hybrid work option

Job summary

Fisher Investments is recruiting for a Client Tax Accountant to serve US Private Client Group (PCG) clients with tax planning, preparation, filing, and compliance. You will collaborate with Investment Counselors and client-facing teams to deliver white-glove service.

The role emphasizes handling federal and state tax filings for high-net-worth individuals, advisory duties, and ensuring deadlines are met within approved frameworks. A CPA/EA designation is required.

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.

Responsibilities

• 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.
• Find tax solutions to complicated tax issues or errors from incorrect filings.
• Meet with HNW clients to advise on tax strategies and planning.
• 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.

Skills

Client-facing presence

Team adaptability

Microsoft Office

Education

Bachelor’s degree or equivalent

CPA/EA or equivalent designation

Tools

CCH Axcess

Job description

Overview

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

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