Senior Client Tax Accountant

Posted 5 Days Ago
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Plano, TX, USA
In-Office
Senior level
Financial Services
The Role
Oversee tax consultation, preparation, filing, compliance, and planning for high-net-worth private clients. Review individual federal, state, and local tax returns, resolve complex tax issues, develop tax-minimization strategies, coordinate outsourced preparation, manage workload, review staff work, and train employees on relevant software and technology.
Summary Generated by Built In
Overview

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

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • Certified Public Accountant designation or equivalent
  • Proficiency in Microsoft Office software
  • Proficiency in tax preparation software; CCH Axcess preferred
  • 7+ years of direct tax experience
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The Company
7,000 Employees
Year Founded: 1979

What We Do

Fisher Investments is a fee-only investment adviser serving private clients and institutional investors globally. It provides tailored investment management and personalized service, managing assets through U.S. private-client, institutional, and international private-client business units. Its clients include families, businesses, corporations, pension funds, foundations, governments, and other institutions, and it offers retirement-planning guides and investment insights to help clients pursue long-term financial goals.

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