Client Tax Team Leader

Fisher Investments • Plano, TX

4d • Onsite

About The Position

The Client Tax Team Leader oversees the execution and delivery of tax-related work for Fisher Investments U.S. Private Client Group (PCG) clients. Working closely with the Financial Planning Services group and reporting to the Vice President of Client Tax, the role manages and supports Client Tax professionals in meeting clients’ daily needs. Responsibilities include overseeing tax planning, tax filing and compliance, and topical education services, while ensuring quality, compliance, consistent communications, and service standards. The position also manages projects from initial planning through deployment and develops team members.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• Proficiency in Microsoft Office software.
• Proficiency in tax preparation software.

Nice To Haves

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

Responsibilities

• Interview, evaluate, and recommend candidates for hire.
• Participate in disciplinary actions and, when appropriate, terminations for direct reports.
• Mentor and train direct reports and support their professional development.
• Ensure day-to-day business support needs are met.
• Manage all phases of 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.
• Work with internal stakeholders to ensure tax-service offerings and related communications are appropriate and consistent with relevant internal and external guidelines.
• Provide day-to-day oversight of relevant tax employees 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 PTO and 10 paid holidays.
• Eight weeks of paid primary caregiver leave.
• $10,000 in fertility, family-forming, and hormonal health assistance.
• Back-up child, adult, and elder care.
• Learning and development framework customized for each employee.

What This Job Offers

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