Staff Tax Accountant
Clearstead Advisors • Cleveland, OH12d • $70,000 - $90,000 • Hybrid
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Staff Tax Accountant
Clearstead Advisors•Cleveland, OH
•$70,000 - $90,000•Hybrid
About The Position
The Staff Tax Accountant supports the Private Client Group by providing analytical support, consultation, and advice to high-net-worth clients. The role contributes to year-round tax preparation and planning through tax returns, projections, research, and special projects, working closely with colleagues and other professional advisors to address clients’ tax and financial planning needs. The position involves learning an assigned client base, communicating with clients and advisors, and developing expertise in several areas of tax and financial planning. It supports key decisions and matters requiring approval and has no direct reports. The position offers a hybrid work arrangement, with the option to work from home 2–3 days per week after an initial orientation period. The work environment is mixed, and travel is limited. The role uses a paperless workflow and the systems and tools listed in the job description. Clearstead is a financial advisory firm serving wealthy families and leading institutions. It integrates financial planning, tax planning and compliance, trust administration services, and investment management to address complex financial situations. The stated salary range is $70,000–$90,000.
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 a 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 specific expertise in several areas of tax and financial planning.
- Develop skills to use 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
Job Search Resources
Career Resources
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