Accounting and Tax Associate

Position Overview

Coldstream Tax & Consulting is seeking an experienced Accountant/Tax Associate to join our growing team in South Lake Union, Seattle. With nearly 50 years of serving small businesses and individuals—and after merging with Coldstream, an employee-owned wealth management firm—this role offers a unique opportunity to expand your skills in a friendly, collaborative environment. Once fully trained, you will have the flexibility to work remotely one day per week during the busy tax season, eventually increasing to two days per week during the off season.

Key Responsibilities

• Preparing and reviewing monthly, quarterly, and annual financial statements
• Drafting and preparing tax returns primarily for business entities and high-net-worth individuals
• Managing client excise tax compliance
• Assisting and consulting on client payroll reporting and compliance
• Establishing and maintaining client QuickBooks files

Required Qualifications

• 2+ years of experience in accounting, tax, and/or bookkeeping
• Bachelor’s degree in Accounting, Business Administration, or a related field
• Strong written and verbal communication skills with a collaborative mindset
• Proficiency with Microsoft Word and Outlook; advanced skills in Microsoft Excel and QuickBooks
• Excellent organizational and prioritization skills with the ability to manage multiple client engagements

Benefits & Perks

Compensation: Base salary typically starts between $70k and $90k, plus an annual bonus, based on experience and qualifications.

• 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, increasing to 26 days, plus 10 holidays and an extra paid day for volunteer work
• Career Development: 100% reimbursement for training, certification, licensing, dues, and access to a formal mentoring program
• Parking: Heavily subsidized parking or a free transit pass
• Wellness: Wellness reimbursement available
• Sabbaticals & Bonuses: Paid sabbaticals and anniversary bonuses