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James Thomas Cpa

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James Thomas Cpa

Managing Director | Clearstead Advisors, LLC

Cleveland, Ohio, United States

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James Thomas Cpa

Summary

James Thomas is an accomplished Certified Public Accountant and Managing Director specializing in trust and foundation tax planning for high-net-worth families. With a career spanning several years at Clearstead, he has risen through the ranks from Jr. Client Planning Associate to Managing Director, showcasing his dedication and expertise in financial planning and tax compliance. James is currently pursuing a Certified Trust and Fiduciary Advisor designation, reflecting his commitment to professional growth. His leadership experience is complemented by a strong foundation in team management and customer service, honed during his earlier roles in the food service industry. Notably, he has been recognized with the Jenzabar National Leadership Award for his work with the Cuyahoga EITC Tax Coalition, highlighting his impact on the community. James's diverse background includes roles in education and performing arts, illustrating his versatile skill set and interests.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

James Thomas Cpa

Work Experience

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Managing Director at

Clearstead Advisors, LLC

January 2024 - Present

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Director at

Clearstead Advisors, LLC

July 2022 - January 2024

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Senior Planning Associate at

Clearstead Advisors, LLC

July 2021 - July 2022

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Client Planning Associate at

Clearstead Advisors, LLC

January 2019 - June 2021

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Jr. Client Planning Associate - Clearstead (formerly Hartland) at

Clearstead Advisors, LLC

July 2016 - December 2018

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Color Guard Designor/Choreographer at

Montgomery County Public Schools

May 2014 - July 2016

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Assistant Manager at

Papa Johns UK

September 2013 - July 2016

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Site Coordinator at

Cuyahoga Eitc Tax Coalition

November 2015 - May 2016

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Peforming Arts Student Ambassador at

Notre Dame College Shepparton

September 2011 - May 2016

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James Thomas Cpa

Education

Notre Dame College, Bachelor's Degree In Accounting And Business Management

January 2011 - January 2016

Frequently Asked Questions about James Thomas Cpa

What is James Thomas Cpa email address?

James Thomas Cpa's primary email address is *******@clearstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does James Thomas Cpa work for?

James Thomas Cpa is a Managing Director at Clearstead Advisors, LLC, a company specializing in Functions related to depository banking.

Where James Thomas Cpa graduated from?

James Thomas Cpa holds a degree in Accounting And Business/Management from Notre Dame College.

How can I directly contact James Thomas Cpa?

To contact James Thomas Cpa directly, you can use the email address *******@clearstead.com. Complete contact information is available upon registration with Muraena.

Who is James Thomas Cpa?

James Thomas is an accomplished Certified Public Accountant and Managing Director specializing in trust and foundation tax planning for high-net-worth families. With a career spanning several years at Clearstead, he has risen through the ranks from Jr. Client Planning Associate to Managing Director, showcasing his dedication and expertise in financial planning and tax compliance. James is currently pursuing a Certified Trust and Fiduciary Advisor designation, reflecting his commitment to professional growth. His leadership experience is complemented by a strong foundation in team management and customer service, honed during his earlier roles in the food service industry. Notably, he has been recognized with the Jenzabar National Leadership Award for his work with the Cuyahoga EITC Tax Coalition, highlighting his impact on the community. James's diverse background includes roles in education and performing arts, illustrating his versatile skill set and interests.

James`s contact details

mail

*******@clearstead.com

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