Overview As a Senior Client Tax Accountant, you will oversee tax-related work for Fisher Investments US PCG clients, collaborating with the Financial Planning Services group to deliver comprehensive tax planning, prep, filing, and compliance. You will provide white-glove service through in-person and virtual consultations, coordinating with Investment Counselors and client-facing teams. You drive end-to-end tax solutions for high-net-worth clients and mentor staff while aligning with regulatory requirements and company goals. This role offers meaningful impact in helping clients optimize taxes within approved frameworks.
Compensation / Benefits- 100% paid medical, dental and vision premiums for you and dependents
- 50% 401(k) match, up to IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including caregiver leave and fertility support
- Hybrid work-from-home option (in-office role)
Responsibilities- Lead preparation of tax returns, schedules, payments, reports and other deliverables
- Review federal, state, and local individual income tax returns (Forms 1040) and provide feedback to staff
- Develop tax solutions for complex issues or errors in filings
- Coordinate information gathering with HNW clients and Investment Counselors
- Meet with HNW clients to advise on tax strategies and holistic planning
- Identify and implement tax strategies to minimize taxes
- Ensure compliance with federal, state, and local tax regulations
- Coordinate outsourced tax preparation work
- Schedule and manage workload of Client Tax Accountants
- Review colleagues' work and provide timely feedback
- Train staff on relevant software and technology
Key requirements- Bachelor's degree or equivalent combination of education and experience
- 7+ years of direct tax experience preferred
- Certified Public Accountant (CPA) designation or equivalent required
- Proficient in Microsoft Office
- Proficient in tax preparation software (CCH Axcess preferred)
- client service orientation
- strong communication
- leadership and mentoring
- tax preparation software (CCH Axcess)
- tax compliance and planning
- federal/state/local income tax rules
