The AR Accountant will help manage cash receipts, payment application, billing support, reporting, and related accounts receivable activity. The ideal candidate is organized, accurate, service-minded, and comfortable working across teams to support clients, advisors, operations, and accounting partners. 

This position offers work-from-home flexibility two days per week following the initial orientation period. Hybrid work arrangements are subject to job performance and manager approval. 

Position responsibilities:

• Manage the full order-to-cash process for assigned business divisions, ensuring transactions are processed accurately and on time
• Partner with Operations, advisors, and internal support teams to complete billing and accounts receivable processes efficiently
• Support timely and accurate client setup, billing information, and account maintenance
• Post daily check, ACH, and wire payments and ensure receipts are applied to the appropriate client accounts
• Prepare bank deposits, track miscellaneous accounts receivable activity, and maintain accurate supporting documentation
• Monitor overdue balances, research payment discrepancies, and prepare past-due accounts receivable reporting
• Assist with the integration of mergers, acquisitions, and lift-outs into Clearstead’s billing and accounts receivable processes
• Support month-end activities, including accounts receivable reconciliations, reporting, and related accounting support
• Identify opportunities to improve processes, strengthen controls, and increase efficiency within billing and accounts receivable workflows
• Perform other duties as assigned

Essential skills and experience:

• 2–5 years of relevant accounting, billing, accounts receivable, or finance operations experience
• Associate’s degree in business, accounting, finance, or a related field required
• Strong written and verbal communication skills, with the ability to work professionally with internal teams and client-facing colleagues
• Highly organized and detail-oriented, with a focus on accuracy, process discipline, and efficiency
• Proficiency in Microsoft Excel, including the ability to use formulas, organize data, and support reporting needs
• Experience working with accounting, billing, or ERP systems; NetSuite experience preferred
• Ability to manage competing priorities, meet deadlines, and follow through on assigned responsibilities
• Collaborative, service-oriented approach with strong interpersonal skills
• Comfort working in a changing environment and adapting to new processes, systems, and priorities
• Strong client-service orientation and commitment to supporting a high-quality experience for internal and external stakeholders
• Commitment to Clearstead’s values, culture, and collaborative way of working

Preferred Qualifications:

• Bachelor’s degree in Accounting, Finance, Business, or related field
• Experience in financial services, wealth management, professional services, or a similar client-service environment
• Experience with NetSuite, Salesforce, Orion, or other billing/accounting platforms