Job Details
Qualifications
- Bachelor's degree
- CPA
- Communication skills
- Microsoft Excel
- Organizational skills
- QuickBooks
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Work from home
Job Description
Job Description:
We have an outstanding opportunity for a Staff Accountant to join our 4-person accounting team at Coldstream Wealth Management. You will work with our highly experienced CPA/Corporate Controller-a strong mentor who invests in her team members. You can expect to grow in this position and advance in your career as well as receive cross-training and exposure to a wide variety of responsibilities. The annual pay rate for this position is between $60K and $80K.
The Staff Accountant will report to the Corporate Controller and work closely with the Senior Staff Accountant and other Staff Accountant. Responsibilities will primarily be:
- Process timely high volume expense reports via Concur
- Prepare monthly invoices for consulting affiliate and track A/R
- Prepare B&O and Personal Property Tax filings
- Research state tax rates and state business licensing requirements
- Prepare journal entries
- Prepare financial statements and balance sheet supporting schedules
- Prepare draft audited financial statements complete with notes
- Liaise with external auditors and tax preparers as needed
- Complete ad hoc projects from the Controller and other accounting team members
Experience and Skills:We are looking for a candidate who has:
- Bachelor’s degree in Accounting (Accounting major required)
- 1-2 years of experience (we will consider new college graduates)
- Intermediate Excel skills and experience with QuickBooks Enterprise
- Outstanding verbal and written communication skills
- The desire to work in a collaborative team
- Great organizational skills and willingness to dive into the details
- Ability to interpret and research accounting guidance
- Self-motivation and execution focus, with the ability to track due dates and take individual responsibility for delivering quality work in a timely manner
- Strong process and system skills, as well as the ability work effectively across functions to resolve issues
Job Benefits:Coldstream provides a friendly, achievement-oriented culture where you can learn and grow – and we offer a full package to meet your needs:
- Competitive salary plus annual bonus
- Opportunity to purchase equity and become an owner in the firm
- Fully-paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k) with 100% company match up to 4% of your annual pay
- Heavily subsidized parking or a fully-paid ORCA pass
- Ongoing career development, including 100% training/certification/licensing/dues reimbursement
- Generous paid time off plus 10 holidays and an extra paid day off each year to do volunteer work (with Coldstream teams or on your own)
- Annual wellness reimbursement
- Hybrid work schedule: 2-3 days per week working from home
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of affluent families and businesses for 27 years. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. Founded in 1996, the firm has offices in Bellevue, Seattle, Mercer Island, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
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
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
- Work from home
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Work Location: In person