Accounting Firm Salary in Kirkland, WA

Organization SummaryCascade Asset Management Company ("Cascade") is proud to protect and grow capital in service of Bill Gates and the Bill & Melinda Gates Foundation Trust in support of their mission-related and philanthropic activities. Mr. Gates and the Foundation Trust are committed to creating a world where every person has the opportunity to live a healthy, productive life.Located in the Seattle area, Cascade applies its fundamental, long-horizon investment approach across asset classes and geographies, primarily through direct investing, as well as through a select group of funds and segregated accounts. Cascade offers the unique blend of being part of a multi-billion-dollar portfolio while also working with a team of professionals in a culture that values intellectual curiosity, collaboration, and respect.Team DescriptionThe Portfolio Analyst position is within Cascade's Portfolio Analysis, Asset Allocation, and Risk (PAAAR) Team. The Portfolio Analysis Team is responsible for performance reporting, portfolio analysis, private investment valuation oversight, coordination of business requirements across multiple teams and vendor relationship management.Position DescriptionThe successful candidate will support the creation of a new private investment valuation oversight function as well as the evolution of portfolio performance reporting while gaining in-depth exposure to a wide array of sophisticated and complex financial instruments and industry practices. Role is a fantastic opportunity for a team-oriented private equity valuation professional looking for the opportunity to expand skills across a diversified set of public and private securities, as well as portfolio-level performance analysis.Key ResponsibilitiesDevelop the firm's private investment valuation oversight function, including process design and implementation, valuation model standardization and automation, valuation data governance, and executive reporting.Perform ongoing valuation review procedures and create valuation committee materials.Engage as a thought partner with investment team members and asset managers; share insights regarding industry valuation best practices.Provide valuation training and feedback.Actively develop and maintain meaningful working relationships, both externally and within the organization, to understand and effectively address business needs.Collaborate with Technology Team to enhance private investment platform functionality and evangelize internally (e.g. fund look-through, fee reporting, portal views, etc.).Learn existing performance and portfolio reporting infrastructure. Develop skills and understanding of the portfolio data including sources, potential errors, and correction techniques.Skills and QualificationsBachelor's degree in Accounting, Mathematics, Engineering, Economics, Finance or similar field preferred; progress toward CFA designation or MBA a plus.5 - 8+ years of private investment experience, with 5 years' experience with valuations.Proven attention to detail, with low-tolerance approach to errors.Advanced valuation skills across multiple asset classes, Excel skills, and exposure to large data sets - with a natural curiosity and ability to explain the story behind the numbers.Excellent quantitative, problem solving and analytical skills.Outstanding interpersonal skills with an empathic style.Exceptional written and visual communication skills.Humble and flexible with the ability to work both independently and collaboratively on projects.A strong personal interest in markets and the institutional investment process across a diversified set of asset classes.Experience with iLevel, Bloomberg, and BlackRock's suite of portfolio reporting tools preferred.What We OfferCascade is committed to paying employees equitably for substantially similar work. A reasonable estimate of the current base salary range for this position is $150,000 to $160,000 with the exact amount driven by several factors including relevant experience, knowledge, education, degree to which a candidate meets the role requirements, and other qualifications. We believe that our employees are the reason for our success, and in recognition of their contributions, we also offer a discretionary annual bonus as part of the total compensation.Cascade proudly supports our employees and their families with a comprehensive fully paid benefits package, including medical, dental, vision, life, AD&D, long-term disability insurance, and a generous employer match to 401(k) retirement savings contributions. Employees are also eligible for 18 days of paid vacation each year for the first four years of employment, eight paid holidays, up to three floating holidays per year, up to 14 days of sick leave, and generous paid parental and family leave. Our benefits also include several employee wellness programs and mental health resources, a charitable giving match, and reimbursement for fitness, daycare, and/or commuter expenses.What We ValueCascade values diversity, equity, and inclusion and is deeply committed to providing equal employment opportunity for all employees and all applicants seeking employment. All employment decisions are based on a candidate's or employee's capabilities and qualifications without regard to race, color, creed, religion, sex, sexual orientation, gender expression or identity, age, national origin, citizenship, veteran, military, marital status, sensory, physical, or mental disability, genetic information, or any other status or characteristic protected by applicable law. Questions regarding accommodation requests due to a disability should be directed to Human Resources.Employment RequirementsUpon hire you are required to present proof of your eligibility to legally work in the U.S.

At Sweeney Conrad, our foundation of "people first" begins with our employees-because the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play.We're proud of our employees and our culture, and have been recognized by Accounting Today as one of the "Best Accounting Firms to Work For" and by Puget Sound Business Journal as one of "Washington's Best Workplaces." As the leading locally owned Certified Public Accounting firm in the Puget Sound area and a rapidly growing midsized firm, we offer vast opportunities for both career and personal development, as well as competitive salaries, comprehensive benefits, paid time off, flexible schedules, and 401k.Administrative AssistantThe Administrative Assistant will collaborate closely with shareholders, directors, managers, and staff to facilitate various administrative duties. This individual will primarily focus on supporting the Tax, Audit, and Client Accounting & Advisory Services departments, including coordinating meeting support. Additionally, they will work in tandem with the operations team to support scanning and mailing tasks, office supplies, and other assigned duties. This is a full-time hourly position, Monday through Friday, 8 a.m. to 5 p.m., with the possibility of overtime/weekend work during busy seasons.Responsibilities to include but not limited to:Coordinate meetings, including ordering food and beverages, setting up conference rooms, managing meeting schedules, and overseeing clean-upAssist in mailing materials, including preparing packages, addressing envelopes, and coordinating with mail servicesOrder office supplies and maintain inventory to ensure the office is well-stocked and organizedCommunicating with suppliers and resolving any issues that may arisePerform scanning duties, including scanning documents, organizing digital files, and ensuring information is stored correctlyPerform various tax department-related administrative duties including but not limited to scanningWord processing of various forms and correspondencesProvide and participate in cross training on critical administrative tasksWork collaboratively to provide overflow and backup support for other team members including but not limited to daily coverage for receptionist during breaks, lunch and as neededPerform other duties as assigned by the department managersQualifications:Intermediate to advanced experience with Microsoft Office applicationsTech savvy with the ability and desire to embrace new and necessary software applicationsMinimum of three years' experience in an administrative role; professional services or related industry experience Flexibility to change direction frequently between tasks and between different clientsProven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneouslyAbility to operate with a sense of urgencyAbility to work independently with limited supervision as well as work cooperatively with all levels of management and employeesFlexibility to work additional hours during peak periods of the yearAbility to maintain a high level of confidentialityExceptional project management skills and attention to detailStrong organizational, interpersonal, and decision-making abilityExcellent written and verbal communication skills

At Sweeney Conrad, our foundation of "people first" begins with our employees-because we know the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play.We're proud of our employees and our culture, and have been recognized by Accounting Today as one of the "Best Accounting Firms to Work For" and by Puget Sound Business Journal as one of "Washington's Best Workplaces." As a rapidly growing midsized firm, we offer vast opportunities for both career and personal development, as well as the best of both small and large firms:Working with a wide variety of clients and industries, while maintaining the opportunity to specialize in areas of interestEarly and frequent interaction with firm shareholders and clientsCareer development and mentorship from shareholders and client managersCompetitive salaries, comprehensive benefits, paid time off, flexible schedules, and reimbursement for continuing education and professional membershipsThis role allows for a hybrid work arrangement, suitable for local employees, or can be fully remote for those residing outside the local area.Tax Senior Associate As trusted advisors and dedicated partners, our highly motivated tax seniors work with other team members to provide closely held companies and high net worth individuals with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. Tax seniors also represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.The successful candidate will have:Three to five years' experience in public accountingCPA designationBA/BS in accountingA desire to be challenged and for career advancement in a rapidly growing leading firmExcellent communication and interpersonal skillsHighly organized and detail-orientedReview experience

Job DescriptionHersman 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 statementsManaging client payroll tax and excise tax complianceEstablishing and maintaining client Quickbooks filesEducating clients on QuickbooksOpportunities to work on additional client projectsWe are looking for a candidate who has:3-5 years of professional experience as a full-charge bookkeeperStrong client service skills and the ability to collaborate with a teamSelf-motivated with strong problem solving-skillsAdvanced QuickBooks skills including experience with QuickBooks Online and QuickBooks DesktopProficient with Microsoft Word and OutlookExperience setting up tax accounts with state agencies, assisting with new business formation, and filing annual reportsExcellent organizational and prioritization skills, including the ability to manage multiple client engagements and meet deadlinesJob BenefitsIn 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 bonusBenefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance401(k): 100% company match up to 4% of your annual payStock: Opportunity to purchase equity and become an owner of the firmPaid 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 workCareer development: 100% training/certification/licensing/dues reimbursement and mentoring programParking: free parking or transit passWellness reimbursementColdstream 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.

At Sweeney Conrad, our foundation of "people first" begins with our employees-because we know the success of our firm stems from the relationships within it. We consider our employees family and foster a positive work culture, encouraging a healthy balance between work and life; building a career over having a job; continuing education and skill development; and being actively involved in the Puget Sound community where we live, work, and play.We're proud of our employees and our culture, and have been recognized by Accounting Today as one of the "Best Accounting Firms to Work For" and by Puget Sound Business Journal as one of "Washington's Best Workplaces." As a rapidly growing midsized firm, we offer vast opportunities for both career and personal development, as well as the best of both small and large firms:Working with a wide variety of clients and industries, while maintaining the opportunity to specialize in areas of interestCareer development and mentorship from shareholders and client managersCompany-sponsored technical and intensive leadership training from industry leaders in our international networkCompetitive salaries, comprehensive benefits, paid time off, flexible schedules, and reimbursement for continuing education and professional membershipsThis role allows for a hybrid work arrangement, suitable for local employees, or can be fully remote for those residing outside the local area.Tax ManagerAs trusted advisors and dedicated partners, our highly motivated tax managers work with other team members to provide closely held companies and high net worth individuals with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. Tax managers have full client responsibility and play an integral role in developing our tax staff into future firm leaders. They also represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.Qualified candidates must have:Five to 10 years' experience in public accountingExperience managing individual and entity client engagementsBusiness development experienceBA/BS in accountingCPA designationExcellent communication and interpersonal skillsHighly organized and detail-oriented

As trusted advisors and dedicated partners, our highly motivated tax senior managers/directors work with other team members to provide closely held companies with tax and accounting services (including planning, consulting, research, and compliance) that meet their present needs and help them secure a prosperous future. Tax senior managers/directors have full client responsibility and play an integral role in developing our tax staff into future firm leaders. They also represent Sweeney Conrad in the community and develop referral relationships with professionals in related industries.Essential Functions and Primary Duties include:Comprehension of client's business including analysis and planning of client engagementsReview of associate's tax returns and work papers to ensure compliance with professional and organizational standards, as well as regulations and codesManagement multiple engagements and deliver high quality products timely and efficientlyBecome an integral part of the tax department by active involvement in training and thought leadershipAdditional responsibilities as assignedQualified candidates must have:Minimum of eight plus years of tax experienceMinimum of six plus years of experience supporting business tax clientsMinimum of four plus years of experience supervising experienceSubject matter expert in corporate and partnership taxationBachelor's degree in accounting or related fieldCPA designationAbility to build strong business relationships and an interest in business developmentExcellent written and verbal communication skillsHighly organized and detail-oriented