Senior Client Tax Accountant
Core
Oversee execution and delivery of tax-related work including planning, preparation, and filing for Fisher Investments US Private Clients.
Role type
Senior Client Tax Accountant
Builds
Tax returns, schedules, payments, reports, and other deliverables for High-Net-Worth clients
Domain
Financial Services / Tax Compliance
Required skills
Tax planning, tax return preparation, federal/state/local tax compliance, tax strategy development, client consultation, workload management, staff supervision, tax software proficiency
Preferred skills
Certified Public Accountant (CPA) designation, 7+ years of direct tax experience, Microsoft Office proficiency, CCH Axcess proficiency
Technologies
CCH Axcess, Microsoft Office
Responsibilities
Consult with High-Net-Worth 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 provide feedback; Find tax solutions to complicated tax issues; Work directly with clients and Investment Counselors to gather information; Identify and create tax strategies to minimize taxation; Ensure compliance with tax regulations; Coordinate outsourced tax preparation work; Schedule and manage workload of Client Tax Accountants; Review work prepared by staff and provide feedback; Train tax employees on software and technology
