Sr. Tax Accountant chez Clearstead Advisors LLC

Description

We are seeking a Sr. Tax Accountant in the Private Client Group of our wealth management firm.  The Sr. Tax Accountant will review the tax assignments prepared by the Tax Accountants and prepare intermediate to complex tax assignments.

Role qualifications:  

• Must demonstrate strong analytical, written and oral communication skills and business maturity while working proactively in a client-focused entrepreneurial environment
• Must partner with Director, Tax, other department directors and the Managing Directors to obtain the information and guidance necessary to complete their assigned responsibilities
• Must manage multiple assignments and tasks in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical

In this position you will:

• Develop an intermediate knowledge of all clients through reading Commence notes, studying client files and completing assigned projects
• Develop a strong familiarity with the software tools available to complete assigned projects in a paperless environment
• Develop technical expertise pertaining to the various production departments through internal and external training
• Direct or assist with research on tax topics related to proposed or completed client transactions
• Assist in the development of processes and procedures for seasonal client deliverables
• Review tax assignments prepared by the Tax Associates
• Prepare intermediate to complex tax assignments for clients
• Assist with projects for other production departments
• Assist with training activities for the Planning Associates
• Complete other duties as assigned

Requirements

The successful candidate will have:

• Bachelor’s degree in business administration, accounting, taxation, or related field
• 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
• Management: ability to organize and manage multiple priorities
• Strong computer proficiency (e.g. Word, Excel, Adobe, Prosystem, BNA and Outlook)
• Strong client orientation
• Excellent interpersonal and communication skills
• Strong team player
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
• The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
• An opportunity to work with high-profile private clients and institutions across the country
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances
• Generous paid time off program

We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.

There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.