Client Tax Team Leader — Growth & Mentorship

Fisher Investments; Plano (TX); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

401(k) matching up to IRS limit

20 days PTO + 10 holidays

Family support programs including paid

Hybrid work-from-home option

Job summary

Fisher Investments in Plano, TX seeks a Client Tax Team Leader to supervise tax work for PCG clients, guiding planning, filing, compliance, and client education. You will mentor Tax Accountants and collaborate with FP Services under the Vice President of Client Tax.

This role emphasizes leadership, process improvements, and quality service in a fast-paced environment with hybrid work options. A bachelor’s degree and CPA are preferred.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required.
• 5+ years of direct tax experience preferred.
• Certified Public Accountant designation or equivalent preferred.
• Proficient in Microsoft Office software.
• Proficient in tax preparation software, CCH Axcess preferred.

Responsibilities

• Interview, evaluate, and recommend candidates to hire.
• Participate in disciplinary actions and/or terminations for direct reports.
• Mentor and train direct reports; ensure daily business support needs are met.
• Manage all phases of various projects from envisioning through deployment.
• Oversee Tax Accountants, Sr. Tax Accountants, Tax Preparers, and other staff.
• Improve efficiency, quality of service, and scalability of Client Tax Services.

Skills

Leadership

Education

Bachelor’s degree or equivalent

CPA designation (preferred)

Tools

Microsoft Office

CCH Axcess

Tax preparation software

Job description

Fisher Investments in Plano, TX seeks a Client Tax Team Leader to supervise tax work for PCG clients, guiding planning, filing, compliance, and client education. You will mentor Tax Accountants and collaborate with FP Services under the Vice President of Client Tax.

This role emphasizes leadership, process improvements, and quality service in a fast-paced environment with hybrid work options. A bachelor’s degree and CPA are preferred.