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Senior Client Tax Accountant — Private Client Tax Strategy; Hybrid

Job in Plano, Collin County, Texas, 75086, USA
Listing for: Fisher Investments
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Tax Accountant, Financial Reporting
  • Accounting
    Tax Accountant, Senior Accountant, Financial Reporting
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Senior Client Tax Accountant — Private Client Tax Strategy (Hybrid)

Fisher Investments in Plano, TX seeks a Senior Client Tax Accountant to oversee tax work for Private Client Group (PCG) clients, delivering white-glove service through in-person and virtual consultations.

You will lead tax return prep, planning, and compliance for high-net-worth clients, coordinating with Investment Counselors and staff to gather documents and advise on tax strategies within approved frameworks. This role is in-office with potential hybrid options.

This is a strong position to take on the Senior Client Tax Accountant — Private Client Tax Strategy (Hybrid) role at Fisher Investments.

For the Senior Client Tax Accountant — Private Client Tax Strategy (Hybrid) position at Fisher Investments, we are reviewing applications now.

Step into the Senior Client Tax Accountant — Private Client Tax Strategy (Hybrid) role at Fisher Investments in Plano, TX, United States and grow with us.

Position Requirements
10+ Years work experience
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