Personal Accountant I at Clearstead Advisors LLC

Seattle, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

04 May, 26

Salary

0.0

Posted On

03 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Bookkeeping, Financial Administration, Microsoft Office Suite, Excel, Outlook, QuickBooks, Bill.com, Financial Reporting, Bank Reconciliation, Organizational Skills, Attention to Detail, Communication Skills, Customer Service, Digital Document Management, Task Management

Industry

Financial Services

Description

Description We are seeking a Personal Accountant I at our Seattle, Washington wealth management family office firm. This position will be responsible for performing a variety of accounting and administrative tasks to ensure accurate financial management and exceptional client service. This position offers work from home availability of up to 2 days per week after initial orientation period. Position responsibilities: Reconcile bank accounts for clients enrolled in bill pay services. Maintain and organize digital financial records, including scanning and electronic filing. Prepare and make bank deposits in a timely and accurate manner. Perform QuickBooks-based accounting tasks, including bill pay functions. Generate basic financial reports to support client and internal needs. Communicate with clients to address routine inquiries and provide updates. Provide backup support to the Office Administrator and Client Services Team (CST). Other projects and responsibilities as assigned. Requirements Essential skills and experience: Associate’s degree in Accounting, Finance, or a related field (Bachelor’s degree preferred). 1–2 years of experience in bookkeeping, accounting, or financial administration. Proficiency in Microsoft Office Suite (especially Excel and Outlook). Experience with QuickBooks and Bill.com preferred. Familiarity with basic financial reporting and bank reconciliation processes. Experience handling sensitive financial information with discretion and integrity. Strong organizational skills and attention to detail. Ability to work independently and collaboratively in a team environment. Excellent written and verbal communication skills. Comfortable with digital document management systems and basic office technology. Prior experience in a client-facing role or customer service setting. Knowledge of bill pay systems and procedures. Ability to manage multiple tasks and meet deadlines. Willingness to support administrative functions and assist with cross-functional projects. Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. 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 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 institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities. There’s a popular line at Clearstead, “There are no sharp elbows.” There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.

Responsibilities

The Personal Accountant I will reconcile bank accounts, maintain digital financial records, and prepare bank deposits. Additionally, they will perform QuickBooks-based accounting tasks and generate financial reports to support client needs.