Client Tax Accountant

About the role

Fisher Investments is expanding its Private Client Group (PCG) Tax consultation team and is seeking Client Tax Accountants. The role delivers comprehensive white‑glove service to high‑net‑worth clients, coordinating closely with Investment Counselors and other client‑facing teams.

The Client Tax Accountant provides general tax services to U.S. PCG clients, working in close collaboration with the Financial Planning Services group to offer tax planning consultation, preparation, filing, and compliance.

Responsibilities

• Work directly with high‑net‑worth (HNW) clients on end‑to‑end tax needs.
• Prepare federal, state, and local individual income tax returns and related filings, including Forms 1040, using information from Forms W‑2, 1099, K‑1, and other tax documents.
• Find tax solutions to complicated tax issues or errors from incorrect tax filings.
• Meet with HNW clients to complete intake, advise on tax strategies and holistic tax planning, and provide tax advice within approved frameworks.
• Identify and create tax strategies to minimize taxation.
• Ensure compliance with federal, state, and local tax regulations.
• Coordinate outsourced tax preparation work.
• Stay updated with tax changes and industry trends by participating in educational opportunities, professional organizations, networks, and publications.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• At least 4 + years of direct tax experience.
• Certified Public Accountant, Enrolled Agent, or equivalent designation.
• Strong client‑facing presence.
• Ability to adapt to changes in a fast‑paced, team environment.
• Proficient in Microsoft Office software.
• Familiarity with tax preparation software; CCH Axcess strongly preferred.

Compensation

Base salary: $80,200 – $125,000 per year (Washington state). New hires typically start at the lower end of the range depending on experience. Eligible for a discretionary bonus based on firm and individual performance.

Benefits

• 100% paid medical, dental, and vision premiums for employee and qualifying dependents.
• 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO plus 10 paid holidays.
• Family support programs: 8‑week paid primary caregiver leave, $10,000 assistance for fertility, family forming, and hormonal health, and backup child, adult, and elder care.
• Inclusive culture with learning and development framework customized for each employee.
• Great Place to Work certification.

Work environment

This is an in‑office role. Depending on role, tenure, and performance, eligibility for a hybrid work‑from‑home program may be available, subject to change.