Client Tax Team Leader

Fisher Investments • Camas, WA

5d • Onsite

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, this role manages and supports Client Tax professionals in meeting clients’ daily needs. The position oversees services including tax planning, tax filing and compliance, and topical tax education, while developing 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 the company’s hybrid work-from-home program, which is subject to change. The stated base salary range in Washington is $140,000–$170,000 per year. New hires should expect to start at the lower end of the range depending on experience. The role is eligible for a discretionary bonus based on firm and individual performance.

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.
• Ensure day-to-day business support needs are met.
• Manage projects through all phases, 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 communications and offerings 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 PTO plus 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.
• Potential eligibility for a hybrid work-from-home program, subject to role, tenure, performance, and program changes.
• Discretionary bonus based on firm and individual performance.

What This Job Offers

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