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Senior Tax Associate

Coldstream Wealth Management

Seattle, WA

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JOB DETAILS
SKILLS
Accounting, Business Administration, Certified Public Accountant (CPA), Communication Skills, Consulting, Corporate Tax, Customer Relations, Customer/Client Research, High Net Worth, Organizational Skills, Presentation/Verbal Skills, Public Accounting, Small Business, Tax Planning, Tax Returns, Team Player, Wealth Management, Writing Skills
LOCATION
Seattle, WA
POSTED
30 days ago
Job Descriptions: 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 Required Experience: + 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 Keyword: Senior Tax Associate From: Coldstream Wealth Management

About the Company

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Coldstream Wealth Management

INDUSTRY
Other/Not Classified

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