Staff Tax Accountant
About The Position
Clearstead is seeking a Staff Tax Accountant for the Private Client Group. The role provides analytical support, consultation, and advice to high-net-worth clients, supporting year-round tax preparation and planning through tax returns, projections, research, and special projects. The accountant works with colleagues and other professional advisors to address clients’ tax and financial planning needs, develops knowledge of an assigned client base, and helps clients make informed decisions in support of their financial goals. The position has a hybrid work arrangement, with the option to work from home 2–3 days per week after an initial orientation period. It is a support role in key decisions and matters requiring approval, with no direct reports and limited travel. The role works with the Tax Department and Private Client Group and communicates with clients and other client-engaged professionals.
Requirements
- Bachelor’s degree in business administration, accounting, taxation, finance, or a related field.
- Ability to organize and manage multiple priorities.
- Excellent computer proficiency, including 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.
- Experience with individual, partnership, or trust income tax returns.
- CPA or EA designation.
Responsibilities
- Prepare year-round deliverables, including tax returns, tax projections, and special projects.
- Develop thorough knowledge of an assigned client base.
- Communicate directly with clients and other professional advisors as needed.
- Research tax and financial planning topics and make recommendations.
- Participate in client meetings as needed.
- Develop expertise in several areas of tax and financial planning.
- Develop skills in using available tools to complete projects in a paperless environment.
- Prepare draft tax returns, tax projections, and other assigned deliverables by internal deadlines and finalize work by applicable due dates.
- Collaborate with colleagues to support tax preparation, financial planning, and client service needs.
- Document client-specific information throughout the year to support ongoing tax preparation and planning.
- Respond to client and colleague communications within one business day.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
