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© All Rights Reserved. ApplyBlast.com
Fisher Investments
The Client Tax Team Leader oversees the execution and delivery of tax-related work for Fisher Investments US Private Client Group (PCG) clients. This role involves managing and supporting the Client Tax team, mentoring staff, and ensuring compliance, quality, and service standards. The position requires close collaboration with the Financial Planning Services group and reporting to the Vice President of Client Tax.
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.