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© All Rights Reserved. ApplyBlast.com
Fisher Investments
The Senior Client Tax Accountant oversees tax-related work for Fisher Investments US Private Client Group clients, collaborating with the Financial Planning Services group to provide tax planning, preparation, filing, and compliance services. This role involves delivering comprehensive white-glove service through in-person and virtual consultations with high-net-worth clients and investment counselors. The position requires managing tax strategies, ensuring regulatory compliance, and supervising client tax accountants.
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.