Client Tax Team Leader

Fisher Investments • Plano, TX

6d • Onsite

About The Position

The Client Tax Team Leader oversees the execution and delivery of tax-related work to Fisher Investments US Private Client Group (PCG) clients. Working closely with the Financial Planning Services group and reporting to the Vice President of Client Tax, this role manages and supports Client Tax professionals in meeting clients’ daily needs. The position also oversees the services delivered by the Client Tax team, including tax planning, tax filing and compliance, and topical education for PCG clients, while supporting consistent, compliant, high-quality service.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• Proficiency with Microsoft Office software.
• This is an in-office role; eligibility for a hybrid work-from-home program may be available based on role, tenure, and performance, and the program may change.

Nice To Haves

• Five or more years of direct tax experience.
• Certified Public Accountant designation or equivalent.
• Proficiency with tax preparation software; CCH Axcess is preferred.

Responsibilities

• Interview, evaluate, and recommend candidates for hire.
• Participate in disciplinary actions and, when appropriate, terminations of direct reports.
• Mentor and train direct reports and ensure day-to-day business support needs are met.
• Manage projects from envisioning through deployment.
• Manage services delivered by the Client Tax team, including tax planning, tax filing and compliance, and topical education for PCG clients.
• Manage the development of Tax Accountants, Senior Tax Accountants, Tax Preparers, and other employees.
• Improve the efficiency, quality, and scalability of Client Tax Services.
• Collaborate with internal stakeholders to ensure tax services and related communications are appropriate and consistent with relevant internal and external guidelines.
• Oversee relevant tax employees’ day-to-day work to ensure compliance, quality, and service standards.

Benefits

• 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of paid time off and 10 paid holidays.
• Family support programs, including eight weeks of paid primary caregiver leave, $10,000 in fertility, family-forming, and hormonal health assistance, and backup child, adult, and elder care.
• Learning and development framework customized for each employee.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager