Senior Tax Associate

Coldstream Wealth Management

$100K — $120K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Business Administration, or related field
  • CPA license
  • 3-5 years of public accounting firm tax experience
  • Proficient in taxation for high-net-worth individuals, corporations, and partnerships
  • Experience and interest in tax research
  • Strong written and verbal communication skills
  • Excellent organizational skills for managing multiple client engagements

Responsibilities

  • Prepare and review complex tax returns for high-net-worth individuals, corporations, and partnerships
  • Interact regularly with complex families to address their tax issues
  • Conduct tax planning activities
  • Provide consulting services
  • Mentor junior staff members

Benefits

  • Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 100% company match on 401(k) contributions up to 4%
  • Opportunity to purchase equity and become an owner of the firm
  • Starting with 20 days of paid time off per year, increasing with tenure, plus 10 holidays and an extra paid day off for volunteering
  • 100% reimbursement for training, certification, licensing, and dues
  • Heavily subsidized parking or transit pass
  • Wellness reimbursement
  • 12 weeks of paid parental leave for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years
Full Job Description
Job Description
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 will include:
  • 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
  • Mentoring junior staff


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


Job Benefits
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: 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


Similar Jobs

More Jobs at Coldstream Wealth Management

More Legal & Accounting Jobs

Find similar Senior Tax Associate jobs: