We are seeking a Staff Tax Accountant in the Private Client Services group of our subsidiary Clearstead Trust located in Portland, ME. The candidate will play a key role in preparing trust and personal income tax returns, ensuring tax compliance, and assisting with client onboarding and cross-selling of tax services.
This position reports with a dotted line to local leadership and a hard line to the head of the trust tax group within our parent company. The ideal candidate will have a strong tax background, excellent communication skills, and the ability to collaborate across teams.
This position allows for work-from-home flexibility.
In this position, you will:
Tax Preparation & Filing:
- Prepare and file trust and personal income tax returns, ensuring accuracy and compliance with tax regulations.
- Identify tax-saving strategies and provide recommendations to clients.
- Stay informed on changes to tax laws affecting trusts and personal income tax.
Tax Compliance:
- Ensure accurate and timely tax filing for trusts and individuals, meeting all regulatory requirements.
- Respond to inquiries from tax authorities and clients on complex tax matters.
- Conduct research on regulatory changes and provide insights to support trust tax strategies.
Client Engagement & Cross-Selling:
- Identify opportunities to introduce additional tax services to existing clients, such as estate planning and tax advisory.
- Assist in onboarding clients into the firm's tax services, ensuring smooth integration with wealth management strategies.
- Collaborate with wealth advisors and trust officers to align tax planning with clients' broader financial objectives.
Internal Collaboration:
- Work closely with local leadership and the trust tax group at the parent company to ensure consistent and efficient service delivery.
- Support the development of processes for tax compliance and client service delivery.
- Participate in cross-departmental initiatives to enhance client service and firm operations.
The successful candidate will have:
- CPA or EA Designation is highly desired.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 3-5 years of experience preparing trust and personal income tax returns.
- Strong understanding of federal and state tax laws related to trusts and personal income taxation.
- Experience with tax software and accounting tools (e.g., QuickBooks, CCH Axcess, UltraTax).
- Excellent communication and client relationship skills.
- Detail-oriented with strong analytical and problem-solving abilities.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Experience working with high-net-worth clients in a trust company or wealth management firm.
- Knowledge of estate planning and trust tax implications.
- Demonstrated ability to cross-sell tax and wealth management services.
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 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 insurance.
- Generous paid time off program.
We are Clearstead Trust… providing the highest standards of fiduciary oversight, investment management advice, and trust services in a secure and enduring manner.
In collaboration with our parent company, Clearstead Advisors, Clearstead Trust maintains a due diligence process whose purpose is to identify high-quality investments that meet our thoughtfully determined growth targets and safety standards in an objective manner. We then combine these carefully selected investment opportunities with our high-quality fiduciary and planning services.
Simply put, Clearstead Trust wants to be positioned to look out for our clients' best interest at every turn in the road.
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