Client Tax Team Leader
Core
Oversee the execution and delivery of tax-related work (Tax Planning, Tax Filing, Compliance) for Fisher Investments US Private Client Group clients.
Role type
Senior IC Client Tax Team Leader
Builds
Tax services and compliance solutions for private client accounts
Domain
Financial Services / Tax
Required skills
Tax planning, Tax filing, Tax compliance, Team management, Project management, Mentorship, Stakeholder collaboration
Preferred skills
CPA designation, 5+ years direct tax experience, CCH Axcess proficiency
Technologies
Microsoft Office, CCH Axcess
Responsibilities
Interview, evaluate, and recommend candidates to hire; Participate in disciplinary actions and/or terminations for direct reports; Mentor and train direct reports; Manage all phases of various projects from envisioning through deployment; Manage the development of Tax Accountants 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