Private Client Tax Advisor for High-Net-Worth Clients

Fisher Investments

Camas (WA)

On-site

USD 80,000 - 125,000

Full time

7 days ago

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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.