Private Client Accountant I

Clearstead Advisors LLC; Cleveland (OH); Hybrid; USD 52,000 - 68,000; Full time

Benefits offered by this job

Hybrid work after training

401(k)

Medical, dental, vision insurance

Paid time off

Job summary

Clearstead Advisors LLC in Cleveland, OH is seeking a detail-oriented Personal Accountant I to support private clients with day-to-day financial administration and reporting across bill pay, expense reporting, budget management, bookkeeping, and related tasks. The role stresses accuracy, discretion, and the ability to manage multiple priorities in a fast-paced, client-focused environment.

This full-time, exempt position offers hybrid work after training, opportunities with high-profile clients

Qualifications

• Detail-oriented and accurate with strong communication.
• Ability to balance multiple priorities in a fast-paced environment.
• Experience handling sensitive financial information with discretion.

Responsibilities

• Support client bill pay services by tracking, processing, and coordinating payments and invoices.
• Reconcile bank and credit card activity for Personal Accounting clients.
• Maintain bookkeeping records and GL activity for household, business, and entity accounts.

Skills

Attention to detail

Strong communication

Team player

Discretion

Education

Associate degree in Accounting/Finance

Bachelor’s degree preferred

Tools

Excel

Outlook

Job description

Clearstead Advisors LLC in Cleveland, OH is seeking a detail-oriented Personal Accountant I to support private clients with day-to-day financial administration and reporting across bill pay, expense reporting, budget management, bookkeeping, and related tasks. The role stresses accuracy, discretion, and the ability to manage multiple priorities in a fast-paced, client-focused environment.

This full-time, exempt position offers hybrid work after training, opportunities with high-profile clients