Personal Accountant I

Description

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.

• 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.

• 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.

• 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.

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.

• A collaborative, engaging work environment with a flat,…