• Bookkeeper

    Coldstream Wealth Management (Seattle, WA)


    Job Descriptions:

    Coldstream Tax & Consulting is seeking an experienced Bookkeeper 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 January, 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, 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, generally one day per week. While a lot of firms talk about work-life balance, we actually practice it. We have only one busy season per year, and work hours even during that season are reasonable.

    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

    Required Experience:

    We are looking for a candidate who has:

    + 5+ years of professional bookkeeping experience

    + Strong written and verbal communication skills and the desire to collaborate with a team

    + Proficiency with Microsoft Word and Outlook

    + Advanced Microsoft Excel and Quickbooks skills

    + Excellent organizational and prioritization skills, including the ability to manage multiple client engagements

     

    Keyword: Bookkeeper

     

    From: Coldstream Wealth Management