Senior Client Tax Accountant

Fisher Investments • Camas, WA

1d • Onsite

About The Position

Fisher Investments Private Client Group (PCG) Tax consultation team is seeking a Senior Client Tax Accountant to oversee the execution and delivery of tax-related work to Fisher Investments US PCG Clients. In collaboration with the Financial Planning Services group, this role provides and supervises tax planning consultation, tax preparation, tax filing, and tax compliance for Private Clients. The Senior Client Tax Accountant is crucial in delivering comprehensive white-glove service to clients, including in-person and virtual consultations, coordinated with Investment Counselors and other client-facing teams.

Requirements

• 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.

Responsibilities

• 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.
• Review federal, state, and local individual income tax returns and related filings (e.g., Forms 1040) and provide feedback to staff.
• Find tax solutions for complicated tax issues or errors from incorrect tax filings.
• Work directly with HNW clients and Investment Counselors to gather necessary information and documents for tax return preparation.
• 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 the workload of Client Tax Accountants.
• Review work prepared by Client Tax Accountants and provide timely, constructive feedback.
• Train tax employees on how to use all current relevant software and technology.

Benefits

• 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
• Discretionary bonus based on firm and individual performance

What This Job Offers

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