Staff Tax Accountant - Wealth Management at Clearstead Advisors LLC

Cleveland, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Apr, 26

Salary

0.0

Posted On

15 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Preparation, Client Communication, Analytical Support, Research Skills, Financial Planning, Team Collaboration, Interpersonal Skills, Organizational Skills, Computer Proficiency, Client Orientation

Industry

Financial Services

Description

Description We are seeking a 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 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. There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.

Responsibilities

The Staff Tax Accountant will be responsible for the year-round preparation of deliverables such as tax returns and cash flow reports. They will also communicate directly with clients and conduct research on tax and financial planning topics.