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Tax Accountant Internship

3 months ago

Cleveland, United States Clearstead Full time

We are seeking a Tax Accountant Intern in the Private Client Group of our wealth management firm located in our downtown Cleveland, Ohio office. The candidate will use their academic experience in tax to prepare tax returns, provide analytical support, and make payment recommendations for high-net-worth clients.

This temporary role, designed for an intern new to the industry, will begin in May/June 2025 and average 30 hours per week.

In this position you will:

  • Be responsible for preparation of deliverables during tax season (tax returns, tax projections)
  • Communicate with teammates and other professional advisors as needed
  • Conduct research on tax and financial planning topics and make recommendations
  • Develop competency in several areas of tax
  • 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:
  • An academic background in business administration, accounting, taxation, finance or related field
  • An aptitude for learning, especially in a fast paced environment
  • A desire to one day pursue a CFP or CPA designation
  • An interest in individual, partnership or trust income tax returns
  • Ability to organize and manage multiple priorities
  • Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook)
  • Strong client service orientation
  • 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 people of all backgrounds.

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.

We are Clearstead...an independent institutional and wealth advisory 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.