Hybrid Private Client Accountant I

Clearstead; Norfolk (VA); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

401(k) with company contributions

Medical, dental, vision insurance

Long-term disability insurance

Generous paid time off

Continuing education reimbursement

Job summary

Clearstead is seeking a detail-oriented Personal Accountant I to join our Personal Accounting team. This role supports private clients with day-to-day financial administration and reporting across several core service areas, including bill pay services, expense reporting and budget management, financial recordkeeping, bank and credit card activity tracking, and entity-related bookkeeping support.

The ideal candidate is organized, proactive, highly accurate, and comfortable balancing multiple

Qualifications

• Associate's degree in Accounting, Finance, or related field is required; Bachelor's degree preferred.
• 2-5 years of experience in bookkeeping, accounting, or related client-facing roles.
• Proficiency in Microsoft Office Suite, especially Excel and Outlook.
• Familiarity with bill pay systems, bank reconciliation, and basic financial reporting.
• Strong organizational skills with the ability to manage multiple tasks and meet deadlines.
• Experience handling sensitive financial information with discretion and integrity.

Responsibilities

• Support client bill pay services by tracking, processing, and coordinating payment of bills and invoices.
• Reconcile bank, credit card, and other non-investment account activity for clients.
• Maintain accurate bookkeeping records and support general ledger activity for various accounts.
• Assist with expense reporting and budget management and prepare monthly/quarterly reports.
• Track expenses across properties, entities, and locations for client reporting.
• Maintain digital financial records and support document management.
• Generate basic financial reports to support client service and advisor coordination.
• Communicate with clients, vendors, and internal teams to address inquiries and coordinate payments.
• Provide support for entity management activities and payroll-related tasks as needed.
• Assist with administrative functions and cross-functional projects.

Skills

Attention to detail

Strong communication

Team player

Discretion

Integrity

Organization

Education

Associate's degree in Accounting/Finance or related field

Bachelor's degree preferred

Tools

Microsoft Office Suite

Excel

Outlook

Job description

Clearstead is seeking a detail-oriented Personal Accountant I to join our Personal Accounting team. This role supports private clients with day-to-day financial administration and reporting across several core service areas, including bill pay services, expense reporting and budget management, financial recordkeeping, bank and credit card activity tracking, and entity-related bookkeeping support.

The ideal candidate is organized, proactive, highly accurate, and comfortable balancing multiple