Staff Tax Accountant

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 role supports year-round tax preparation and planning through tax returns, projections, and research, working closely with colleagues and other professional advisors to address clients’ tax and financial planning needs. By taking the time to understand each client’s needs and providing thoughtful, responsive support, this role helps clients feel more confident navigating tax matters and making decisions that support their financial goals. The position also offers a hybrid work arrangement, with the option to work from home 2–3 days per week after an initial orientation period.  

Key Responsibilities 

• Year-round preparation of deliverables (tax returns, tax projections, 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

Role Scope and Working Relationships 

• Direct Reports : N/A
• Decision-making responsibility: Support role in key decisions and matters requiring approval
• Key internal partner(s): Tax Department, Private Client Group
• Key external relationship(s): Clients and other client-engaged professionals (i.e. other CPAs, advisors, attorneys, etc..)
• Primary systems/tools: CCHAxcess Tax and Practice, BNA, Sureprep, Arch, Microsoft Office Suite, Adobe, RIA Checkpoint, CoCounsel, Salesforce, Sharefile, Zoom Workplace, Fidelity Wealthscape, and Schwab Advisor Center. 
• Travel Requirements: Limited travel

Required Qualifications 

• Bachelor’s degree in business administration, accounting, taxation, finance or related field
• 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 

Preferred Qualifications 

• 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
• CPA or EA designation preferred but not required

Work and Physical Requirements 

• Work environment: Mixed
• Physical requirements: Sitting, standing, walking, keyboarding, lifting/carrying, or other job-related requirements
• Cognitive / communication requirements: Attention, analysis, prioritization, interaction, or communication requirements

Performance Expectations 

• Prepare draft tax returns, tax projections, and other assigned deliverables by internal deadlines and finalize all 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 to support responsive client service and effective collaboration

General Statement 

This job description summarizes the primary duties and requirements of the position. It is not intended to be an exhaustive list of every responsibility or task. Responsibilities may be adjusted based on business needs, consistent with applicable law. Nothing in this job description creates a contract of employment or changes the at-will employment relationship where applicable. 

About Clearstead 

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves. 

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.