Staff Tax Accountant — Private Client Wealth (Hybrid)

Clearstead Advisors; Cleveland (OH); Hybrid; USD 60,000 - 86,000; Full time

Job summary

Clearstead Advisors in Cleveland is seeking a Staff Tax Accountant in the Private Client Group to support year-round tax preparation and planning for high-net-worth clients. You will handle tax returns, projections, research, and client consultations, collaborating with advisors to address tax and financial planning needs.

The role offers a hybrid work arrangement with the option to work from home 2–3 days per week after orientation, plus a team-focused environment serving affluent clients.

Qualifications

• Bachelor’s degree with accounting, taxation, finance or related field.
• Ability to organize and manage multiple priorities.
• Excellent computer proficiency (Word, Excel, Outlook, Adobe).
• Strong client orientation and communication skills.
• Team player mentality and alignment with company values.
• Experience with wealth management or CPA firms is a plus.

Responsibilities

• Year-round preparation of tax returns, projections and special projects.
• Build knowledge of assigned client base for tailored service.
• Communicate with clients and advisors as needed.
• Conduct tax planning and research to support recommendations.
• Participate in client meetings and develop tax planning expertise.
• Develop paperless workflow and use available tools to complete projects.

Skills

Organizational skills

Multitasking

Client orientation

Interpersonal communication

Team player

Commitment to values

Computer proficiency

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 in Cleveland is seeking a Staff Tax Accountant in the Private Client Group to support year-round tax preparation and planning for high-net-worth clients. You will handle tax returns, projections, research, and client consultations, collaborating with advisors to address tax and financial planning needs.

The role offers a hybrid work arrangement with the option to work from home 2–3 days per week after orientation, plus a team-focused environment serving affluent clients.