Staff Accountant - Hybrid Remote

Description

We are seeking a Staff Accountant in the Private Client Group of our wealth management firm, located in Cleveland, Ohio.  The candidate will use their tax and accounting experience to prepare tax returns and produce entity financial statements for high-net-worth clients.

This position offers work from home availability 2-3 days per week after initial orientation period.

Responsibilities for this position include:

• Maintain the financial books for client entities 
• Enter transactions and reconcile accounts on a monthly basis
• Prepare monthly reporting for clients
• Leverage QuickBooks software capabilities to efficiently capture transactions and run reports as needed
• Prepare entity tax returns for Partnership, LLCs and S Corporations
• As needed, prepare individual and trust tax returns
• Prepare and file sales tax returns, payroll reports, 1099s, W-2s, and various other filings
• Develop a thorough knowledge of an assigned client base
• Communicate directly with clients and other professional advisors as needed
• Develop skills to use the tools available to complete projects in a paperless environment
• Complete other duties as assigned

Requirements

The successful candidate will have:

• 1-5 years or more years of experience using QuickBooks
• 1-5 years of bookkeeping experience 
• Experience with partnership and S Corporation income tax returns preferred
• Bachelor’s degree in accounting or related field preferred
• Ability to organize and manage multiple priorities
• CPA or EA designation a plus
• Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
• Experience interfacing with clients on a regular basis
• Excellent interpersonal and communication skills
• Team player mentality
• 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.