Personal Accountant I

Description

Position Summary

Clearstead is seeking a detail-oriented and dependable Personal Accountant I to join our Personal Accounting team. This role supports private clients with day-to-day financial administration and reporting across several core service areas, including bill pay services, expense reporting and budget management, financial recordkeeping, bank and credit card activity tracking, and entity-related bookkeeping support. The ideal candidate is organized, proactive, highly accurate, and comfortable balancing multiple priorities in a fast-paced, client-focused environment.

To be successful in this role, the Personal Accountant I must be a strong communicator, a motivated team player, and someone who values discretion, integrity, and attention to detail when handling sensitive financial information.

Primary Responsibilities

· Support client bill pay services by tracking, processing, and coordinating payment of bills and invoices, including utilities, medical bills, dues, household expenses, and project-related invoices.

· Reconcile bank, credit card, and other non-investment account activity for clients enrolled in Personal Accounting services.

· Maintain accurate bookkeeping records and support general ledger activity related to household, business, and entity accounts.

· Assist with expense reporting and budget management, including categorizing expenses, tracking income and spending activity, and preparing customized reports on a monthly or quarterly cadence.

· Track expenses across properties, entities, and locations to support comprehensive client reporting and financial visibility.

· Maintain and organize digital financial records, including scanning, electronic filing, and document management.

· Generate basic financial reports to support client service needs, internal review, and advisor coordination.

· Communicate with clients, vendors, and internal client teams to address routine inquiries, provide updates, coordinate bill payments and funding, and help keep payments on track.

· Provide support for entity management activities, including bookkeeping, financial reporting, corporate filing coordination, and payroll-related support as needed.

· Assist with administrative functions, cross-functional projects, and other responsibilities as assigned.

Requirements

Qualifications

· Associate’s degree in Accounting, Finance, or a related field required; Bachelor’s degree preferred.

· 2–5 years of experience in bookkeeping, accounting, financial administration, customer service, or a related client-facing role.

· Proficiency in Microsoft Office Suite, especially Excel and Outlook.

· Familiarity with bill pay systems, bank reconciliation processes, and basic financial reporting.

· Strong organizational skills with the ability to manage multiple tasks, meet deadlines, and maintain accuracy.

· Experience handling sensitive financial information with discretion and integrity.

· Comfort with digital document management systems and basic office technology.

· Excellent written and verbal communication skills.

· Ability to work both independently and collaboratively in a team environment.

Professional Attributes

· Integrity: Exhibit unfailing personal integrity and sound judgment.

· Responsibility: Take ownership for delivering an outstanding client experience.

· Communication: Present concepts and ideas in a professional, persuasive, and easily understandable manner, both verbally and in writing.

· Organization: Set priorities effectively across a variety of tasks in a fast-paced environment with occasionally heavy work volume.

· Team Orientation: Work collaboratively to achieve client and organizational objectives.

· Confidence: Demonstrate conviction when making detailed recommendations or identifying next steps.

· Problem-Solving: Resolve issues in a thorough, creative, and timely manner.

Growth Mindset: Embrace continuous learning and professional development.

Work Arrangement

This is a full-time, exempt position. The role is eligible for hybrid work with a three-day in-office minimum after the initial training period. This position reports to the Director of Personal Accounting.

What We Offer

· A collaborative, engaging work environment with a flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels.

· The opportunity to join a growing firm that offers professional growth in a dynamic and intellectually challenging industry.

· The opportunity to work with high-profile private clients across the country.

· Competitive base salary with an incentive bonus program commensurate with experience and skills.

· 401(k) Savings Plan with company contributions.

· Company-sponsored medical, dental, vision, and long-term disability insurance plans.

· Generous paid time off program.

· Reimbursement opportunities for continuing education.

· Additional benefits and professional development opportunities.

About Clearstead

Clearstead is a financial advisory firm headquartered in Cleveland, Ohio, serving wealthy families and leading institutions across the country. We address every aspect of wealth management and investment consulting in personalized ways, helping clients meet their current needs while supporting long-term prosperity for their families, institutions, and communities. We are more than a financial services firm: Clearstead is where legacies thrive.

Equal Opportunity Employer

Clearstead is an equal opportunity employer. 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.