Full Charge Bookkeeper - Coldstream Wealth Management

Hersman Serles Almond (HSA) 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 Seattle, Mercer Island, Kirkland, Portland, Boise, and Kenai, AK.

The HSA team is growing and adding a Bookkeeper position to provide exceptional services to 25-35 of our clients. This is a great opportunity to work closely with experienced Tax Managers, Partners, and other members of our Kirkland team.

Responsibilities will include:

• Preparing and reviewing monthly, quarterly, and annual financial statements
• Managing client payroll tax and excise tax compliance
• Establishing and maintaining client Quickbooks files
• Educating clients on Quickbooks
• Opportunities to work on additional client projects

Keyword: Client Accounting Services-Bookkeeper
Required Experience:

We are looking for a candidate who has:

• 3-5 years of professional experience as a full-charge bookkeeper
• Strong client service skills and the ability to collaborate with a team
• Self-motivated with strong problem solving-skills
• Advanced QuickBooks skills including experience with QuickBooks Online and QuickBooks Desktop
• Proficient with Microsoft Word and Outlook
• Experience setting up tax accounts with state agencies, assisting with new business formation, and filing annual reports
• Excellent organizational and prioritization skills, including the ability to manage multiple client engagements and meet deadlines

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 $60k and $70k, plus an annual bonus and a generous benefits package.

We provide a collegial, achievement-oriented culture where you can learn and grow – and we offer a full package to meet your needs:

• Pay: Competitive salary 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 21 days per year, then increasing to 26 days - plus 10 holidays and an extra paid day off each year to do volunteer work
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: free parking or transit pass
• Wellness reimbursement

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