Senior Client Tax Accountant

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

Benefits offered by this job

Medical premiums covered

401(k) match

Paid time off

Family support programs

Hybrid work option

Job summary

Fisher Investments in Plano, TX seeks a Senior Client Tax Accountant to oversee tax work for Private Client Group (PCG) clients, delivering white-glove service through in-person and virtual consultations.

You will lead tax return prep, planning, and compliance for high-net-worth clients, coordinating with Investment Counselors and staff to gather documents and advise on tax strategies within approved frameworks. This role is in-office with potential hybrid options.

Qualifications

• Bachelor’s degree or equivalent required.
• 7+ years direct tax experience preferred.
• CPA designation or equivalent required.
• Proficient in Microsoft Office software.
• Proficient in tax preparation software, CCH Axcess preferred.

Responsibilities

• Lead the preparation of tax returns, schedules, and related deliverables.
• Review federal, state, and local individual income tax returns and filings.
• Provide and supervise tax planning and compliance for HNW clients.
• Coordinate with Investment Counselors and staff for data collection.
• Train tax staff on current software and processes.
• Ensure timely, compliant tax filings and client communications.

Skills

Tax experience

MS Office

Tax planning

Client consultation

Education

Bachelor’s degree or equivalent

CPA designation

Tools

CCH Axcess

Job description

Are you looking to carve a lasting impression in a company with room to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Senior Client Tax Accountant!

The Opportunity:

As a Senior Client Tax Accountant, you will work to oversee the execution and delivery of tax related work to Fisher Investments US PCG Clients. Working in close collaboration with the Financial Planning Services group, you will provide and supervise tax planning consultation, tax prep, tax filing, and tax compliance to Private Clients. The Senior Client Tax Accountant plays an important role in delivering comprehensive white glove service to the Client, including in-person and virtual consultations, carefully coordinated with Investment Counselors and other client-facing employees and teams.

The Day-to-Day:

• Consult with High-Net-Worth (HNW) clients on end-to-end tax needs
• Lead the preparation of tax returns, schedules, payments, reports and other deliverables or collateral as needed
• Review federal, state, and local individual income tax returns and related filings, including Forms 1040, and provide written and verbal feedback to staff
• Find tax solutions to complicated tax issues or errors from incorrect tax filings
• Work directly with HNW clients and Investment Counselors to gather any information or documents needed to prepare tax returns
• 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
• Schedule and manage workload of Client Tax Accountants
• Review work prepared by Client Tax Accountants and provide timely, constructive review feedback.
• Train tax employees on how to use all current relevant software and technology

Your Qualifications:

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