Client Planning Associate
Clearstead Advisors LLC•Norfolk, VA
•Hybrid
About The Position
We are seeking a Client Planning Associate (Staff Tax Accountant) in the Private Client Group of our wealth management firm. The candidate will provide analytical support, consultation, and advice for high-net-worth clients. This position offers work from home availability 2-3 days per week after initial orientation period.
Requirements
- Bachelor’s degree in business administration, accounting, taxation, finance or related field
- Ability to organize and manage multiple priorities
- Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
- Strong client orientation
- Excellent interpersonal and communication skills
- Team player mentality
- Commitment to company values
Nice To Haves
- Experience with a wealth management or CPA firm is preferred but not required
- Experience with individual, partnership or trust income tax returns is preferred but not required
Responsibilities
- Be responsible for year-round preparation of deliverables (tax returns, tax projections, net worth statements, cash flow reports, special projects)
- Develop a thorough knowledge of an assigned client base
- Communicate directly with clients and other professional advisors as needed
- Conduct research on tax and financial planning topics and make recommendations
- Participate in client meetings as needed
- Develop specific expertise in several areas of tax and financial planning
- Develop skills to use the tools available to complete projects in a paperless environment
- Complete other duties as assigned
Benefits
- A competitive base salary with an incentive bonus program
- 401(k) Savings plan with company contributions
- Health, Dental, Vision, and Long-term disability insurances
- Generous paid time off program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
