Tax Manager
Apply NowCompany: Coldstream Wealth Management
Location: Kirkland, WA 98034
Description:
Job Description
Hersman Serles Almond (HSA) is seeking an experienced Tax Manager to join our growing accounting and consulting team. We provide a collegial culture where you can learn and advance with our growing firm.
In this role, you will oversee all aspects of tax operations, including the review and preparation of tax returns, providing strategic advice on complex tax issues, and managing a team of skilled tax professionals.
For over 40 years, HSA has provided exceptional services to leading organizations and high-net-worth families throughout the Northwest. Last year, HSA 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, Boise, and Kenai, AK.
Our office operates Monday through Friday, from 8:00 am to 5:00 pm, and staff enjoy the flexibility of working remotely on Fridays.
Responsibilities will include:
Experience and Skills
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 $150k and $180k, plus an annual bonus and a generous benefits package.
We offer a full package to meet your needs:
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.
Hersman Serles Almond (HSA) is seeking an experienced Tax Manager to join our growing accounting and consulting team. We provide a collegial culture where you can learn and advance with our growing firm.
In this role, you will oversee all aspects of tax operations, including the review and preparation of tax returns, providing strategic advice on complex tax issues, and managing a team of skilled tax professionals.
For over 40 years, HSA has provided exceptional services to leading organizations and high-net-worth families throughout the Northwest. Last year, HSA 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, Boise, and Kenai, AK.
Our office operates Monday through Friday, from 8:00 am to 5:00 pm, and staff enjoy the flexibility of working remotely on Fridays.
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.
- Lead and manage a team of staff tax professionals, delegating tasks, providing guidance, and ensuring high quality of work.
- Conduct business development activities to attract new clients.
- Support special projects, including tax research and analysis.
Experience and Skills
- Bachelor's degree in Accounting or related field
- CPA designation
- 5+ years of experience in tax accounting, particularly with high-net-worth individuals and their businesses
- Strong technical knowledge of federal, state, and local tax laws
- Desire to grow professionally and attain Sr. Manager and Partner roles
- Proven leadership abilities, including team management, task delegation, and providing feedback and guidance
- Strong communication skills (both written and verbal), including the ability to explain complex tax issues to clients and colleagues
- Excellent analytical and problem-solving skills with strong attention to detail and accuracy
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 $150k and $180k, plus an annual bonus and a generous benefits package.
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
- Paid sabbaticals
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.