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Senior Tax Associate

Coldstream Wealth Management

Kirkland, WA · HybridJobPosted 4mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Kirkland, WAHybrid
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

CPA LicenseBachelor's degree

Job overview

Coldstream Wealth Management is hiring a Senior Tax Associate. Coldstream Wealth Management is seeking a Senior Tax Associate to join its Kirkland team. This role involves working closely with Tax Managers, Partners, and other team members to provide exceptional services to clients. The position offers a hybrid work environment and flexible scheduling, with opportunities to explore various tax areas such as estates and trusts, tax planning, and international tax.

Key focus areas include Prepare and review complex tax returns for high-net-worth individuals, corporations, and partnerships, Regularly interact with interesting, complex families to help them solve their problems, and Perform tax planning.

Successful candidates bring Bachelor's Degree in Accounting/Business, CPA License, and 3-5 Years Public Accounting Tax. Important skills include High-Net-Worth Individuals Taxation, Corporate Taxation, Partnership Taxation, Tax Research, Communication, and Organizational Skills. Preferred (not required): Mentoring Junior Staff, Tax Planning, and Consulting.

Skills & qualifications

RequiredNice to have

Skills

High-Net-Worth Individuals TaxationCorporate TaxationPartnership TaxationTax ResearchCommunicationOrganizational SkillsMentoring Junior StaffTax PlanningConsulting

Qualifications

Bachelor's in Accounting, Business Administration, or Related FieldCPA License3-5 Years Public Accounting Firm Tax Experience

Full job description

Job Descriptions:

Hersman Serles Almond has specialized in providing tax, accounting, and consulting services to leading northwest organizations and families for over 40 years. We recently merged with Coldstream, an employee-owned, independently operated wealth management firm providing personalized client services to high-net-worth individuals and families. Founded in 1996 and based in Bellevue, we also have offices in Kirkland, Seattle, Mercer Island, Portland, Boise, and Kenai, AK.

The HSA team is seeking a Senior Tax Associate to work closely with Tax Managers, Partners, and other members of our Kirkland team to provide exceptional services to our clients. This position offers a hybrid work environment, with team members working in-office three days per week and two optional work-from-home days outside of tax season, and four days in-office during tax season. The team also offers flexible scheduling, provided employees are in the office during core business hours of 9:00 a.m. to 4:00 p.m.

This is a great opportunity to work for a smaller local firm, which provides better balance and quality of life. You will also have the flexibility and opportunity to explore different areas such as estates and trusts, tax planning, and international tax.

Responsibilities will include:

  • Preparing and reviewing complex tax returns for high-net-worth individuals, corporations, and partnerships

  • Regularly interacting with interesting, complex families to help them solve their problems

  • Tax planning

  • Consulting

  • Mentoring junior staff

Required Experience:

  • A Bachelor’s degree in Accounting, Business Administration, or a related field

  • CPA license

  • 3-5 years of public accounting firm tax experience

  • High proficiency with high-net-worth individuals, corporate, and partnership taxation

  • Interest and experience in tax research

  • Strong written and verbal communication skills

  • Excellent organizational skills, including the ability to juggle multiple client engagements

Keyword: Senior Tax Associate

From: Coldstream Wealth Management

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