Client Planning Associate at Clearstead Advisors LLC

Norfolk, Virginia, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Aug, 26

Salary

0.0

Posted On

22 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Preparation, Financial Planning, Analytical Support, Client Communication, Tax Research, Microsoft Word, Microsoft Excel, Adobe, Microsoft Outlook, Interpersonal Skills, Organization

Industry

Financial Services

Description

Description 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. In this position you will: 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 Requirements The successful candidate will have: Bachelor’s degree in business administration, accounting, taxation, finance or related field 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 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 Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging An opportunity to work with high-profile private clients and institutions across the country 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 We are Clearstead…an independent wealth management and investment consulting firm headquartered in Cleveland, Ohio. Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.

Responsibilities

The associate is responsible for the year-round preparation of tax returns, projections, and financial reports for high-net-worth clients. They will conduct research on tax topics and communicate directly with clients and professional advisors.