Fisher Investments
The Senior Client Tax Accountant oversees tax-related work for Fisher Investments' Private Client Group, providing tax planning, preparation, filing, and compliance services to high-net-worth clients. This role involves collaborating with the Financial Planning Services group and client-facing teams to deliver comprehensive, white-glove service through in-person and virtual consultations. The position requires managing tax strategies, ensuring regulatory compliance, and supervising the tax preparation workflow.
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.