Jessica Martin
Sr Planning Associate @Clearstead
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WORK HISTORY
Sr Planning Associate @Clearstead
Cleveland, OH, US
EDUCATION
The University of Akron
Master's degree, Taxation
The University of Akron
Bachelor's degree, Accounting
ABOUT JESSICA MARTIN
Tax and financial planning are what I enjoy most about my career. I work full-time with Clearstead as a Planning Associate. My role includes preparation of tax returns, projections, and various financial planning deliverables. Earlier this year, I was licensed as a Certified Public Accountant and am currently studying for the CFP exam. Combined with my MTAX, I feel these three are a powerful combination to serve clients. Prior to working with Clearstead, I worked as a tax staff accountant preparing various tax returns and projections at a regional CPA firm called BMF. Prior to starting my accounting career, I worked at JPMorgan Chase Bank as a Senior Teller, where I learned about security, regulations, and the banking side of accounting.
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