Accounting and Tax Associate
New Yesterday
Job Description
Coldstream Tax & Consulting is seeking an experienced Accountant/Tax Associate to join our growing team in South Lake Union Seattle. If you're looking to develop your skills and collaborate with a friendly, supportive team, we'd love to connect.
For nearly 50 years, our team has provided a wide range of services to small businesses and individuals. In January, we merged with Coldstream, an employee-owned wealth management firm that offers personalized services to high-net-worth individuals and families. Coldstream was founded in 1996 and is headquartered in Bellevue, with additional offices in Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK.
Our front desk is staffed Monday through Friday from 7:30 am to 4:30 pm. Once you are fully trained and can complete projects independently, you will have the flexibility to work remotely -one day per week during our one busy tax season and eventually two days per week during the off season.
Responsibilities will include:
- Preparing and reviewing monthly, quarterly, and annual financial statements
- Initial drafting and preparing tax returns primarily for business entities, but also for high-net-worth individuals
- Managing client excise tax compliance
- Assisting and consulting on client payroll reporting and compliance.
- Establishing and maintaining client Quickbooks files
- 2+ years of accounting, tax, and/or bookkeeping experience
- A Bachelor's degree in Accounting, Business Administration, or a related field
- Strong written and verbal communication skills and the desire to collaborate with a team
- Proficiency with Microsoft Word and Outlook
- Advanced Microsoft Excel and Quickbooks skills
- Excellent organizational and prioritization skills, including the ability to manage multiple client engagements
Benefits:
In terms of salary expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base salary typically starts between $70k and $90k, plus an annual bonus and a generous benefits package.
We provide a collegial, achievement-oriented culture where you can learn and grow – and we offer a full package to meet your needs:
- Pay: Competitive salary plus annual bonus
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 4% of your annual pay
- Stock: Opportunity to purchase equity and become an owner of the firm
- Paid Time Off: Starting at 21 days per year, then increasing to 26 days - plus 10 holidays and an extra paid day off each year to do volunteer work
- Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program
- Parking: heavily subsidized parking or free transit pass
- Wellness reimbursement
- Paid sabbaticals and anniversary bonuses
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.
- Location:
- Seattle
- Category:
- Finance And Insurance