HNW Private Client Tax Advisor (Hybrid Role)

Fisher Investments; Plano (TX); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

100% paid medical, dental and vision

50% 401(k) match

20 days PTO + 10 holidays

Family support programs

Hybrid work from home options

Job summary

Fisher Investments in Plano, TX seeks a Client Tax Accountant to join the Private Client Group and deliver white-glove tax services to High Net Worth clients. You will work closely with Investment Counselors and client-facing teams to manage tax planning, preparation, filing and compliance end-to-end.

You will prepare federal, state, and local returns, advise on strategies, coordinate outsourced work, and stay current with tax law changes.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• At least 4+ years of direct tax experience.
• CPA, EA, or equivalent designation required.
• Strong client-facing presence.
• Ability to adapt in a fast-paced, team environment.
• Proficient in Microsoft Office software.
• 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-2, 1099s, K-1s).
• Provide tax planning consultation and holistic tax advice within approved frameworks.
• Meet with HNW clients to intake, advise on tax strategies, and coordinate tax work end-to-end.
• Identify and implement tax strategies to minimize taxation.
• Coordinate outsourced tax preparation work and ensure compliance with deadlines.

Skills

Tax expertise

Client communication

Attention to detail

Fast learner

Education

Bachelor’s degree

Tools

CPA/EA designation

CCH Axcess

MS Office

Job description

Fisher Investments in Plano, TX seeks a Client Tax Accountant to join the Private Client Group and deliver white-glove tax services to High Net Worth clients. You will work closely with Investment Counselors and client-facing teams to manage tax planning, preparation, filing and compliance end-to-end.

You will prepare federal, state, and local returns, advise on strategies, coordinate outsourced work, and stay current with tax law changes.