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Clearstead Jobs in Virginia (NOW HIRING)

Clearstead

Tax Coordinator

Norfolk, VA · On-site

$17.50 - $22.75/hr

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 ...

Clearstead Advisors LLC

Tax Coordinator

Norfolk, VA

$17.75 - $23.75/hr

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 ...

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Clearstead information

What is Clearstead?

Clearstead is an independent investment consulting and wealth management firm that provides advisory services to institutions, families, and individuals. They specialize in investment consulting, financial planning, and fiduciary guidance to help clients achieve their financial goals. Clearstead's services often include portfolio management, retirement planning, and assisting organizations with managing their endowments or foundations. Their approach emphasizes transparency, independence, and customized solutions tailored to each client's unique needs.

What are the key skills and qualifications needed to thrive as a financial advisor at Clearstead?

To thrive as a Financial Advisor at Clearstead, you need a solid background in finance, investment strategies, and portfolio management, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is commonly required. Exceptional interpersonal skills, trustworthiness, and clear communication help advisors build strong client relationships and provide tailored guidance. These skills ensure advisors can deliver effective financial solutions and maintain client satisfaction in a competitive industry.

What does Clearstead do?

Clearstead is a financial services firm that provides investment management, wealth planning, and advisory services to institutional clients and high-net-worth individuals. Employees in related roles typically analyze financial data, develop investment strategies, and use tools like financial modeling software. The company emphasizes professional certifications such as CFA or CFP for certain positions.

What are some common challenges faced by financial advisors at Clearstead, and how does the firm support its team in overcoming them?

At Clearstead, financial advisors often encounter challenges such as managing complex client portfolios and staying updated with evolving regulations. The firm supports its advisors through ongoing professional development, access to robust research resources, and a collaborative team environment. Advisors work closely with investment analysts, tax specialists, and client service teams to deliver comprehensive solutions, ensuring they're not working in isolation. This team-focused approach helps Clearstead advisors deliver high-quality service while continuing to grow professionally.

What is the difference between Clearstead vs Financial Analyst?

AspectClearsteadFinancial Analyst
Required CredentialsTypically requires a CFA, CFP, or similar certificationsOften requires a bachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentAsset management firms, financial advisory firms, or consultingCorporations, banks, investment firms, or consulting
Industry UsageUsed in wealth management, investment advisory, and financial planningUsed across finance, investment analysis, and corporate finance

Clearstead and Financial Analyst roles share similarities in required credentials and industry usage, but Clearstead often involves client-facing advisory and wealth management, while Financial Analysts focus on data analysis and financial modeling within organizations.

What are popular job titles related to Clearstead jobs in Virginia? For Clearstead jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Clearstead jobs in Virginia look for? The top searched job categories for Clearstead jobs in Virginia are:
What cities in Virginia are hiring for Clearstead jobs? Cities in Virginia with the most Clearstead job openings:
Clearstead jobs near you
Infographic showing various Clearstead job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Tax Coordinator

Clearstead

Norfolk, VA • On-site

$17.50 - $22.75/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 25 days ago

Job description

We are seeking a Tax Coordinator in the Private Client Group of our wealth management firm. The candidate will provide administrative support to the tax department, process deliverables, and assist with any special projects as needed.
In this position you will:
  • Be responsible for year-round processing of deliverables (tax returns, tax projections, net worth statements, special projects)
  • Assist with sending deliverables to clients
  • Prepare, print and mail engagement letters and tax organizers
  • Answer and direct phone calls
  • Greet visitors and delivery personnel
  • Provide administrative support to the tax department to promote efficiency and client satisfaction
  • Coordinate mailings, via USPS, UPS or FedEx
  • Ensure rooms are set up appropriately for office meetings
  • Communicate professionally with team members and clients
  • Organize, scan and file confidential client information including supporting documentation for the tax returns
  • Prepare Power of Attorney forms
  • Assist in maintaining databases
  • Work collaboratively with multiple departments and team members
  • Perform additional tasks as assigned

Requirements
The successful candidate will have:
  • Experience with a CPA firm is preferred but not required
  • Experience with processing individual, partnership and trust income tax returns is preferred but not required
  • Ability to organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow through, and meeting deadlines are critical
  • Excellent computer proficiency (e.g. Word, Excel, Adobe, and Outlook
  • A willingness to learn tax related software systems
  • Strong client orientation
  • Excellent interpersonal and communication skills
  • Team player attitude
  • Problem solver 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 headquartered 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.

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