Senior Tax & Planning Lead - Hybrid, High-Net-Worth Focus

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 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 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 Experience and Skills 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 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. Benefits 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: Starting at 20 days per year, then increasing 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 and a formal mentoring program Parking: heavily subsidized parking 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. 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. PLEASE NOTE 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