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Tax Manager - CPA (2018-6729)

Camas, WA, United States


Job Description




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.


The Opportunity:


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.



Some of What You’ll Do:

  • Collaborate with Investment Counselors and Portfolio Management to coordinate tax planning strategies appropriate for our clients
  • Assist in the implementation of internal controls to properly record our newly developed tax services program
  • Work with the Financial Planning team to implement diverse projects to support the firm’s long-term strategic goals
  • Develop, implement and maintain company policies and procedures
  • Automate and improve existing processes and methodologies


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.


Fisher Investments isn’t your average financial firm. We strongly believe it is our moral duty to better the Investment Universe—a challenge we hope to inspire in each and every one of our employees, including you. Come, make an impact in our company, and the world.


Are you ready for this next step in your career? Apply now!







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