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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 while collaborating with the Financial Planning Services group. The position focuses on ensuring compliance, quality, and service standards in tax planning, filing, and client education.
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.