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Coldstream Wealth Management
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Full Charge Bookkeeper
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$55k-68k (estimate)
Full Time 1 Week Ago
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Coldstream Wealth Management is Hiring a Full Charge Bookkeeper Near Kirkland, WA

Job Description

Job Description

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

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.

Job Summary

JOB TYPE

Full Time

SALARY

$55k-68k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/19/2024

WEBSITE

coldstream.com

HEADQUARTERS

Bellevue, WA

SIZE

100 - 200

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The following is the career advancement route for Full Charge Bookkeeper positions, which can be used as a reference in future career path planning. As a Full Charge Bookkeeper, it can be promoted into senior positions as a Bookkeeper, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Full Charge Bookkeeper. You can explore the career advancement for a Full Charge Bookkeeper below and select your interested title to get hiring information.

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If you are interested in becoming a Full Charge Bookkeeper, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Full Charge Bookkeeper for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Full Charge Bookkeeper job description and responsibilities

A full charge bookkeeper performs accounting and bookkeeping duties for an organization, typically small or medium-sized businesses.

02/09/2022: Providence, RI

Expenses for payroll, equipment and supplies, and taxes are just a few of the things a full-charge bookkeeper may keep track of.

03/06/2022: Ventura, CA

Full charge bookkeepers need to understand and apply generally accepted accounting principles (GAAP), and be able to perform double-entry bookkeeping.

01/25/2022: Knoxville, TN

Reconciled cash, checks and credit card charges to daily sales by location, daily cash deposits to Quickbooks, daily credit card batches to Quickbooks.

12/26/2021: New York, NY

Full-Charge Bookkeeper will maintain accounting records for the multiple entities.

02/02/2022: Petersburg, VA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Full Charge Bookkeeper jobs

Bookkeepers may be working with people who have varied levels of financial expertise or comprehension so that they'll need to learn how to adapt their communication approach to meet people’s needs.

02/21/2022: Lincoln, NE

Bookkeepers also perform different responsibility such as management training, familiarizing accounting software and prepare and present financial statements and tax returns.

01/01/2022: Waco, TX

Full Charge Bookkeepers are keen to details and investigate more on general ledger than an entry level bookkeepers.

12/30/2021: Santa Fe, NM

Skills like Account Reconciliation, Accounts Payable and Full-Charge Bookkeeping performs almost the same functions.

12/27/2021: Norfolk, VA

Nearly all bookkeepers working with this level of responsibility also need to have management training, and also be familiar with accounting software and how to prepare and present financial statements and tax returns.

12/20/2021: Troy, NY

Step 3: View the best colleges and universities for Full Charge Bookkeeper.

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