Client Tax Team Lead, Private Client Group
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Accounting & Finance -
Management
Wealth Management
Fisher Investments is seeking a Client Tax Team Leader to oversee the execution and delivery of tax work for our Private Client Group (PCG) clients. You will lead a team of Client Tax professionals, collaborating with the Financial Planning Services group and reporting to the VP of Client Tax.
You will mentor staff, manage projects end-to-end, ensure compliance and high-quality service, and drive efficiency and scalability of Tax Services for PCG clients.
The Client Tax Team Lead, Private Client Group position in the Finance, Management & Operations field is open for applications.
We invite applications for the Client Tax Team Lead, Private Client Group position located in Camas, WA, United States.
The following position is for a Client Tax Team Lead, Private Client Group with Fisher Investments.
Our team is growing, and we are hiring a Client Tax Team Lead, Private Client Group in Camas, WA, United States.
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