Client Tax Team Leader

Are you looking to carve a lasting impression in a company with room to grow? Start building your legacy by joining the Fisher Investments Private Client Group (PCG) Tax consultation team as a Client Tax Team Leader!

The Opportunity:

As a Client Tax Team Leader, you will work to oversee the execution and delivery of tax related work to Fisher Investments US PCG Clients. Working in close collaboration with the Financial Planning Services group and reporting to the Vice President of Client Tax, you will be responsible for managing and supporting our team or Client Tax professionals as the support the daily needs of our PCG Clients.

The Day-to-Day:

Interview, evaluate, and recommend candidates to hire Participate in disciplinary actions and/or terminations for direct reports, as appropriate

Mentor and train direct reports. Ensure day-to-day business support needs are being met Manage all phases of various projects from envisioning through deployment

Manage all aspects of services delivered by Client Tax team, including detailed Tax Planning, Tax Filing and Compliance, and topical education for PCG clients

Manage the development of Tax Accountants, Sr. Tax Accountants, Tax Preparers, and other employees

Improve efficiency, quality of service delivered and scalability of the Client Tax Services Work closely with internal stakeholders to ensure all services and communications related to Tax Services offering are appropriate and consistent with relevant internal and external guidelines

Ensures day-to-day oversight of all relevant tax employees to ensure compliance, quality, and service standards

Your

Qualifications:

Bachelor’s degree or equivalent combination of education and experience required5+ years of direct tax experience preferred

Certified Public Accountant designation or equivalent preferred

Proficient in Microsoft Office software

Proficient in tax preparation software, CCH Axcess preferred

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 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

This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER