Job Information
Coldstream Wealth Management Full Charge Bookkeeper in Kirkland, Washington
Job Descriptions:
Hersman Serles Almond 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
Required Experience:
We are looking for a candidate who has:
3-5 years of professional bookkeeping experience
Strong written and verbal communication skills and the desire to collaborate with a team
Proficient 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: Fill Charge Bookkeeper
From: Coldstream Wealth Management