Are you looking to carve a lasting impression in a company with room to grow? Start building your legacy—join the Fisher Investments Financial Planning Team as a Tax Manager. You’ll have a chance to use your creativity and be empowered to help establish the foundations for our newly create Private Client Tax Services Department. You will work directly with our Financial Planning Team to build our Tax Services for High Net worth Private Clients.
As Tax Manager, establish yourself as a leader in the firm and resource to the business—be the expert on Individual and Trust Taxes. You’ll start with taking on any projects by “rolling up your sleeves” to get the job done, but through the development of processes and procedures you can build a solid foundation for Private Client Tax Services and its role in developing our ability to a One Stop Shop Services. The amount of ambiguity in this position demands a motivated, experienced and adaptable individual who will come into the office everyday with solutions rather than questions. Be resourceful to find the answers you don’t know yet, including utilizing our existing relationships with external CPA’s.
Collaborate with Investment Counselors and Portfolio Management to coordinate tax planning strategies appropriate for clients
Assist in the implementation of internal controls for the newly developed tax services
Work with the Financial Planning team to implement diverse projects to support the firm’s long-term strategic goals
Improve existing processes and methodologies
Conduct internal and external tax related trainings
5 years working in Individual Tax Planning
CPA, EA (Enrolled Agent) or J.D./LLM in Taxation required
Experience with Tax Advice & Planning for the “millionaire next door”
Bachelor’s in accounting or Master’s Degree in Accounting or Tax
Technical tax knowledge
Exceptional verbal and written communication skills
Strong project management, organization, and analytical skills
The Bottom Line:
Our rapidly growing firm is continually creating new challenges and opportunities, both domestically and internationally. A successful Private Client Tax Manager has the ability to adapt and evolve with the firm as we continue to expand our service offerings. Strong communication skills are a must; the Tax Manager must be able to speak in words, not numbers. Experience with Tax Planning for High Net Worth individuals is highly preferred.
Why Fisher Investments
Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:
100% coverage of premiums for health, vision and dental insurance
A 50% 401(k) match, up to the IRS maximum
20 days of PTO*, plus 9 paid holidays
And much, much more
We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.
But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.
Are you ready for this next step in your career? Apply now!
* California employees accrue up to 17 days of PTO and 3 days of sick time per year.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Internal Number: 2018-7239
About Fisher Investments
Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. Putting service back in financial services is our company’s calling, our mission, the reason we exist. For us, there is nothing more important than helping our clients reach their financial goals. We’re devoted to continuous learning, constantly exploring new ways to adapt and evolve, all so we can deliver more for our clients. This commitment has shaped every aspect of our business, and it’s the main reason why our employees love coming to work every day: We’re driven by better.
Fisher Investments got its start in the basement of Ken Fisher's home; our first official office was in a building that was once a Chinchilla farm. This sets the tone for all that Fisher Investments does—preordained outcomes don't exist in our firm. Here, the result is defined by the approach. We are the makers of our own futures, and we proudly thrive on the unconventional. This is why you'll find a lot of non-finance majors at our firm. We hire ambitious self-st...arters who believe in our mission, not those who simply fit the investment firm "type." And we encourage employees to define their own career paths; starting off in sales doesn't mean you have to stay in sales. Chart your own path. Carve your own niche. Your growth potential is limitless.
We put great value in great work, so we offer a benefits package that benefits our employees most. That means we cover 100% of health insurance premiums, including dental and vision coverage, for our employees and their dependents. We offer a 50% 401(k) match—up to the IRS maximum. We provide generous, competitive pay. We embrace work-life balance by supplying generous time off. Additionally, we provide perks ranging from employee discounts and travel assistance, to on-site food trucks and dry cleaning services (depending on your location). We strive to equip our people with the resources they need to live healthy, fulfilling lives.