Staff Accountant

Overview

We are seeking an outstanding Staff Accountant to join Coldstream Holdings Inc. This role offers the opportunity to work in a close-knit Finance and Payroll team of five, reporting to our Finance Manager and collaborating closely with our Director of Finance. This position also offers cross-training and exposure to a broad range of accounting responsibilities, making it an excellent opportunity to expand your skill set.

We are located near downtown Bellevue and have a hybrid work environment. Standard hours are 8:00 a.m. to 5:00 p.m., with in-office days on Wednesdays and Fridays and the flexibility to work remotely on other days. During month-end close, additional in-office days may be required outside of the regular schedule.

Coldstream Holdings, Inc. is a holding company of Coldstream Wealth Management, Coldstream Capital Management, Coldstream Risk Management, and Coldstream Tax & Consulting. We welcome new colleagues who value open communication and believe in trusting, long-term relationships. The firm has offices in Bellevue, Seattle, Mercer Island, Kirkland, Bend, Portland, Boise, and Kenai, Alaska. For more on Coldstream, please visit

• Perform full cycle accounts payable, including invoice preparation, payment processing, and ledger reconciliations.
• Prepare monthly financial statements for two subsidiaries, complete with supporting balance sheet schedules.
• Maintain vendor files and collect necessary information for various reporting requirements.
• Maintain daily cash activities, including posting and monitoring for suspicious activities.
• Review and process employee expense reports in Concur.
• Process weekly check run and ACH payments.
• Support team and entities for timely month end closing activities, including preparing journal entries and reconciliations for various accounts.
• Continuously strive for process improvement and quality outcomes as part of the monthly closing process.
• Complete ad hoc projects from the Director of Finance and other team members

• Bachelor’s degree in Accounting (accounting major required)
• 1-3 years of relevant accounting experience
• Intermediate Excel skills and experience with Quick Books Enterprise
• Outstanding verbal and written communication skills
• The desire to work in a collaborative team
• Great organizational skills and willingness to dive into the details
• Ability to interpret and research accounting guidance
• Self-motivation and execution focus, with the ability to track due dates and take individual responsibility for delivering quality work in a timely manner
• Strong process and system skills, as well as the ability work effectively across functions to resolve issues

In terms of pay 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 pay typically starts between $70,000 – $85,000 plus an annual bonus and a generous benefits package.

• Pay:
  Competitive base pay 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 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
• Paid Parental Leave
• Career development: 100% training/certification/licensing/dues reimbursement and mentoring program
• Parking: heavily subsidized parking or transit pass
• Wellness reimbursement
• Paid sabbaticals and anniversary bonuses

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.