Fisher Investments
Fisher Investments is seeking a Client Tax Accountant to provide comprehensive tax services, including planning, preparation, and compliance, to High Net Worth Private Clients. This role involves collaborating with Investment Counselors and the Financial Planning Services group to deliver white-glove service and develop tax strategies that minimize taxation. The position requires managing all aspects of tax work independently while ensuring adherence to federal, state, and local regulations.
Founded in 1979, Fisher Investments is an independent registered investment adviser serving individuals, families, institutions, and small business retirement plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fisher Investments.
Fisher Investments didn’t post a salary, so this is our estimate from similar listings.