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James Thomas Cpa
James Thomas Cpa
Managing Director | Clearstead Advisors, LLC
Cleveland, Ohio, United States
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.
James Thomas Cpa
Work Experience
Managing Director at
Clearstead Advisors, LLC
January 2024 - Present
Director at
Clearstead Advisors, LLC
July 2022 - January 2024
Senior Planning Associate at
Clearstead Advisors, LLC
July 2021 - July 2022
Client Planning Associate at
Clearstead Advisors, LLC
January 2019 - June 2021
Jr. Client Planning Associate - Clearstead (formerly Hartland) at
Clearstead Advisors, LLC
July 2016 - December 2018
Color Guard Designor/Choreographer at
Montgomery County Public Schools
May 2014 - July 2016
Assistant Manager at
Papa Johns UK
September 2013 - July 2016
Site Coordinator at
Cuyahoga Eitc Tax Coalition
November 2015 - May 2016
Peforming Arts Student Ambassador at
Notre Dame College Shepparton
September 2011 - May 2016
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
*******@clearstead.com
Colleagues
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RIA Advisory Board Member
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Chief Compliance Officer - Clearstead Advisors, LLC (formerly Hartland & Co., LLC)
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