Staff Tax Accountant — Private Client, Hybrid

Clearstead Advisors LLC; Oklahoma; Hybrid; USD 55,000 - 85,000; Full time

Job summary

Clearstead Advisors LLC seeks a Staff Tax Accountant in the Private Client Group. You will provide analytical support, assist with year-round tax preparation, planning, and research for high-net-worth clients, working with colleagues and other professionals to address tax and financial planning needs.

The role emphasizes thoughtful, responsive client service in a hybrid work setup after orientation. You will handle year-round deliverables, deepen knowledge of a client base, and communicate with

Qualifications

• Bachelor’s degree in business administration, accounting, taxation, finance or related field.
• Ability to organize and manage multiple priorities.
• Excellent computer proficiency (Word, Excel, Adobe, and Outlook).
• Strong client orientation.
• Excellent interpersonal and communication skills.
• Team player mentality.
• Commitment to company values.

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.

Skills

Organizational skills / multi-priority

Client orientation

Interpersonal communication

Team player

Commitment to company values

Proficiency in MS Office

Education

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

Tools

CCH Axcess Tax

CCH Axcess Practice

BNA

Sureprep

Arch

Microsoft Office Suite

Adobe

RIA Checkpoint

CoCounsel

Salesforce

Sharefile

Zoom Workplace

Fidelity Wealthscape

Schwab Advisor Center

Job description

Clearstead Advisors LLC seeks a Staff Tax Accountant in the Private Client Group. You will provide analytical support, assist with year-round tax preparation, planning, and research for high-net-worth clients, working with colleagues and other professionals to address tax and financial planning needs.

The role emphasizes thoughtful, responsive client service in a hybrid work setup after orientation. You will handle year-round deliverables, deepen knowledge of a client base, and communicate with