Client Tax Team Leader
About The Position
The Client Tax Team Leader oversees the execution and delivery of tax-related work to 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 PCG clients’ daily needs. The position oversees services including tax planning, tax filing and compliance, and topical tax education, while supporting the development of tax employees and improving the efficiency, quality, and scalability of Client Tax Services. This is an in-office role. Depending on role, tenure, and performance eligibility, the employee may have the opportunity to participate in a hybrid work-from-home program, which is subject to change.
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/or terminations for direct reports, as appropriate.
- Mentor and train direct reports and ensure day-to-day business support needs are met.
- Manage all phases of various projects, from envisioning through deployment.
- Manage all aspects of services delivered by the Client Tax team, including detailed 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 of service, and scalability of Client Tax Services.
- Work with internal stakeholders to ensure tax-services offerings 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
- Discretionary bonus based on firm and individual performance.
- 100% paid medical, dental, and vision premiums for the employee and qualifying dependents.
- 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.
- Backup child, adult, and elder care.
- Potential eligibility to participate in a hybrid work-from-home program, subject to role, tenure, performance eligibility, and change.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
