Tax Manager

Coldstream Wealth Management

Seattle, WA

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JOB DETAILS

SKILLS

Accounting, American Institute of Certified Public Accountants (AICPA), Analysis Skills, Business Development, Cash Flow, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Support/Service, Customer Training, Detail Oriented, Financial Planning, High Net Worth, Income Tax, Investment Management, Investment Services, Maintain Compliance, People Management, Presentation/Verbal Skills, Problem Solving Skills, Public Accounting, Regulatory Compliance, Small Business, Social Engineering, Tax Planning, Tax Regulations, Tax Returns, Team Player, Wealth Management, Work From Home, Writing Skills

LOCATION

Seattle, WA

POSTED

28 days ago

Job Descriptions: Ready to take your tax career to the next level? Coldstream Tax & Consulting is seeking an experienced Tax Manager to join our growing South Lake Union team. This is more than just a traditional CPA role - it's a unique, Partner track opportunity to apply your tax expertise while expanding into the world of wealth management. If you're looking to grow your skills, collaborate with a supportive team, and play a meaningful role in helping clients manage and preserve their wealth, we'd love to connect. In this role, you will report to the Managing Partner, providing tax planning and preparation, financial planning, and investment management services to a broad range of clients. For nearly 50 years, our team has provided a wide range of services to small businesses and individuals. In January, 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. While a lot of firms talk about work-life balance, we actually practice it; we have only one busy season per year. Responsibilities will include: + Review and prepare tax returns and provide guidance and technical advice on complex tax issues to high-net-worth individuals, families, and their businesses to help maximize tax efficiency + Stay current on tax laws and regulations to ensure compliance and identify tax planning opportunities + Educate clients on various wealth management topics + Provide wealth planning services to clients, including income tax, estate, wealth transfer, cash flow, retirement, and Social Security planning + Conduct business development activities to attract new clients Required Experience: + Bachelor's degree in Accounting or related field + CPA designation and a desire to add PFS (through AICPA) or CFP financial planning designation + 5-6+ years of experience in accounting, including 4+ years in public accounting + Desire to grow professionally and attain Sr. Manager and Partner roles + Strong communication skills (both written and verbal), including the ability to explain complex tax issues + Excellent analytical and problem-solving skills with strong attention to detail and accuracy Keyword: Tax Manager From: Coldstream Wealth Management

About the Company

Coldstream Wealth Management

INDUSTRY

Other/Not Classified

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