Senior Tax Associate

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

• 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:

We offer a full package to meet your needs:

• 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.

From: Coldstream Wealth Management