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Senior Tax Associate

$100k - $120k

Coldstream Wealth Management

We work collaboratively, with our clients and with each other, to deliver impeccable service to achieve the financial and lifestylegoals important to our clients. We only hire team players: people who are the best and brightest at what they do and always put our clients'success first. Salary : $100,000 USD Annually - $120,000 USD Annually Job Description Coldstream Tax & Consulting is seeking an experienced Senior Tax Associate to join our growing team on South Lake Union in 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 2025, 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, Bend, 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 to two days per week. Responsibilities will include: Preparing tax returns for high‑net‑worth individuals, corporations, and partnerships Regularly interacting with clients to gather information and answer questions Assist with tax planning and consulting Opportunity to learn and support our wealth management business Experience and Skills A Bachelor’s degree in Accounting or Business Administration Passed the CPA exam 4-5 years of public accounting experience with preferably a focus on tax Experience with high‑net‑worth individuals, trusts, corporate, and partnership taxation Strong written and verbal communication skills Excellent organizational skills, including the ability to juggle multiple client engagements 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 $100k and $120k, plus an annual bonus and a generous benefits package. As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members: Pay: Competitive base pay 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: 20‑28 days per year (increases with tenure) – plus 10 holidays and an extra paid day off each year to do volunteer work Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program Parking: heavily subsidized parking (you pay $36 per month) or transit pass Wellness reimbursement Paid Parental leave: 12 weeks paid for all new parents Paid sabbaticals every 10 years and anniversary bonuses every 5 years 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.

IMPORTANT: APPLICANTS PLEASE READ

Qualified applicants are considered for employment, and employees are treated during employment without regard to race, color, religion, national origin, citizenship, age, sex, marital status, ancestry, physical or mental disability, veteran status or sexual orientation. Solely to help us comply with federal and state Equal Opportunity record keeping, reporting, and other legal requirements, we request that you complete this data information questionnaire. Refusal to complete this information will not subject any applicant or employee to adverse treatment. The information that you provide will be recorded and maintained in a confidential file, separate from all other records. This information will not be used in consideration for your employment. #J-18808-Ljbffr Coldstream Wealth Management

Vacancy posted 4 days ago
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