Senior Tax Strategist for High-Net-Worth Clients

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

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.