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Clearstead · 4 days ago

Staff Tax Accountant - Wealth Management

Cleveland,OH,US

Full-time

Hybrid

Lead/Staff

Clearstead is an independent wealth management and investment consulting firm in Cleveland, Ohio, and they are seeking a Staff Tax Accountant in their Private Client Group. The role involves providing analytical support and consultation for high-net-worth clients, preparing tax-related deliverables, and developing expertise in tax and financial planning.

AdviceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Bachelor’s degreeWealth management experienceTax return preparationComputer proficiencyClient orientationInterpersonal skillsCommunication skillsTeam player mentalityOrganizational skills