Senior Private Client Tax Accountant (Hybrid)

Fisher Investments; Camas (WA); On-site; USD 115,000 - 155,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Paid holidays

Family support benefits

Hybrid work program

Job summary

Fisher Investments in Washington’s Camas area seeks a Senior Client Tax Accountant to oversee tax work for PCG clients, delivering white-glove advisory and compliance services. You will lead tax planning, prep, filing and review, coordinating with Investment Counselors to serve high-net-worth clients.

The role requires CPA designation, 7+ years of tax experience, and fluency with tax software such as CCH Axcess. In-office with potential hybrid options and a strong benefits package.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• CPA designation or equivalent is required.
• 7+ years of direct tax experience preferred.
• Proficient in Microsoft Office and tax software (CCH Axcess).

Responsibilities

• Consult with High-Net-Worth clients on end-to-end tax needs.
• Lead preparation of tax returns, schedules, and reports.
• Review federal, state, and local individual income tax returns (Forms 1040).
• Develop tax solutions for complex issues and errors.
• Coordinate intake with clients and Investment Counselors.

Skills

Microsoft Office

Tax software (CCH Axcess)

Client leadership

Education

Bachelor’s degree or equivalent

CPA designation

Tools

CCH Axcess

Microsoft Office

Job description

Fisher Investments in Washington’s Camas area seeks a Senior Client Tax Accountant to oversee tax work for PCG clients, delivering white-glove advisory and compliance services. You will lead tax planning, prep, filing and review, coordinating with Investment Counselors to serve high-net-worth clients.

The role requires CPA designation, 7+ years of tax experience, and fluency with tax software such as CCH Axcess. In-office with potential hybrid options and a strong benefits package.