Senior Client Tax Accountant

Fisher Investments; Tampa (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) match

PTO & holidays

Family support

Hybrid work option

Job summary

Fisher Investments is seeking a Senior Client Tax Accountant within the Private Client Group (PCG) Tax consultation team. You will oversee tax planning consultation, prep, filing, and compliance for High-Net-Worth Private Clients, delivering white-glove service in collaboration with Investment Counselors.

You will lead tax return preparation, review federal/state/local filings, and coordinate with staff to minimize taxes while ensuring regulatory compliance.

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.

Responsibilities

• 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.

Skills

Microsoft Office

Education

Bachelor's degree

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