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Peterson Sullivan Overview

Seattle, WA
51 to 200 employees
1953
Company - Private
Accounting
$25 to $50 million (USD) per year
Peterson Sullivan is a leading local public accounting and business advisory firm based in Seattle, Washington. We are ranked among the top 10 largest CPA firms in the Puget Sound region, with more than 170 professionals and support staff.

We serve clients ... Read more

Mission: To be an agile firm that is a valued asset to our clients all year round—anticipating needs, understanding their business, and providing the expertise and insight to help achieve goals.

Company Updates

  • Have you read this month’s CCH Public Accounting Report? Managing Partner, Chris Russell is quoted: “At Peterson Sullivan, we have received considerable accolades [for workplace, growth and client service excellence]. This collective group of acknowledgments could be considered an achievement, but they’re really results of what is truly my proudest accomplishment – and that is our phenomenal culture. It has been a long-term, cooperative effort of our entire organization to transform the culture while enjoying healthy growth. We are proud to foster a workplace where employees willingly go above and beyond in their work, advocate for the organization, and intend to stay in the future.” Check out the full report for more on Chris’ thoughts on our amazing culture!

  • Congratulations to Brian Perry, who was named a 2018 Steering Committee Member on the Associated General Contractors of America's Construction Leadership Council!

    Peterson Sullivan Tax Manager Selected as AGC's Construction Leadership Council Committee Member - Peterson Sullivan Accounting

    Peterson Sullivan Tax Manager, Brian Perry was recently welcomed as a 2018 Steering Committee member on AGC's Construction Leadership Council (CLC). The council, which works to develop events centered on education, professional development, and networking, was established to cultivate the next generation of leaders in the construction industry.

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Peterson Sullivan – Why Work For Us?


We're only as good as our people.  At Peterson Sullivan, the high energy and entrepreneurial spirit of Seattle have been in our firm's DNA – and on display in our associates, managers, and partners – for almost 65 years.  This spirit has led to exceptional client relationships and healthy growth.  Together, we set the bar high and go the extra mile for our clients and for each other.  Together, we grow not only a successful practice but also successful clients.  Together, we build something greater than ourselves.  Together, we can be more than we ever imagined.

We provide comprehensive accounting, audit, and tax services to publicly traded companies, closely held businesses, nonprofits, auto dealerships, and high net worth individuals throughout the Pacific Northwest and internationally.  Our over 180 professionals draw on a deep pool of knowledge, skill, and experience to provide sound advice and serve our client's needs.  We are committed to technical excellence, uncommonly good communication, and exemplary client service.

Our Values are the key drivers of our culture and support our actions:

Integrity

  • We are honest hard workers and straight talkers.
  • We keep our word.  We hold ourselves accountable to our clients and to each other.
  • We do what's right, not what's easy.

Respect

  • We make and keep commitments.
  • We are empowered to go the extra mile for our community, clients, and fellow employees.
  • We communicate and connect in a thoughtful, personable manner.

Commitment

  • We know our people are our strength; we encourage collaboration, learning, innovation, and creativity.
  • We are passionate about serving the communities in which we live, work, and play.

Expertise

  • We focus on continuous improvement to ensure we stay on top of emerging issues that matter to our clients and community.
  • Each of us is a knowledgeable resource—and together, we bring clients the benefits of our shared expertise and insight.

See how far you can go when you put your passion into practice.

For self-starters who want to grow a great career and enjoy the journey, Peterson Sullivan is the best of all worlds. You’ll work with some of the accounting profession’s top talents in an office with a major presence in the heart of downtown Seattle. The high energy and entrepreneurial spirit of Seattle have been in our firm’s DNA for almost 65 years, leading to exceptional client relationships and healthy growth.

Concentrating all of our expertise, energy, and resources in the city we love gives the firm unique strengths that unite us in setting the bar high and going the extra mile—for our clients and for each other.

When the fit is right, there’s no better place to find your passion, focus on the client work you love, build a stellar career—and enjoy the company along the way.

As an associate, you come to expect the unexpected. It's hard to pinpoint what you will be doing on a daily basis, because each day is unique! You get constantly challenged with new situations and projects, with a variety of different clients – the work keeps you on your toes. Any given day you have the opportunity to work with a multitude of associates and seniors. 

A Day in the Life of a Tax Associate with Rob Maxfield

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Types of work:

  • Preparation of individual, partnership, corporate, gift, trust, estate, FBAR Filings and nonprofit tax returns
  • Update fixed asset schedules and prepare depreciation reports
  • Prepare estimated tax payment vouchers for individuals
  • Prepare extensions for all types of tax returns
  • Prepare LIFO calculations for auto dealer clients

7:00-8:00 am

  • Arrive at the office
  • Catch up with coworkers, grab coffee and some water
  • Catch up on email for firm updates, important tax updates, or information from clients or supervisors
  • Review and check for any updates on statuses of projects currently assigned
  • Review notes left for myself from the prior day
  • Contact Resource Manager if getting low on work to ask for more
  • Establish a priority list once information is gathered

8:00-12:00 PM

  • Begin plugging away on your priority list of returns to prepare, emails to write and other projects to complete
  • Track time via computer timers or on a notepad to ensure proper billing
  • Begin preparing the tax return on top of your list by pulling information from PDF workpapers and entering in the tax return software
  • Update your list of questions as new ones come up and communicating with supervisors about progress and status of current projects
  • If/when you get stumped on how or where to enter information or in the return, seek out help from coworkers or supervisors
  • Contact supervisors or clients for missing information to help keep projects moving

12:00-1:00 PM

  • Grab lunch with coworkers, friends, interview candidates, coaches or by yourself

1:00-3:00 PM

  • Check email or other communication tools for answers to open item questions from clients or supervisors
  • Update tax returns and workpapers as needed with updated information
  • Once all information is entered for the return, complete a thorough self-review looking for any missed information or unanswered questions
  • Sign off on the return and submit a draft to the reviewing supervisor

3:00-4:00 PM

  • Go through the list of review “points” and update the return as necessary
  • Seek out clarification on any review points that you may not understand fully
  • Once review points are cleared, sign off on the second draft and send to the reviewer

4:00-5:00 PM

  • Take an inventory of statuses of current projects and your priority list items
  • Update supervisors on the status of current returns
  • Enter billable and non-billable tracked time in system
  • Leave any notes for yourself for the next day to not waste time the following morning

After Hours

  • Study for CPA exams, they don’t study themselves!
  • Attend networking and recruiting events
  • Join coworkers for happy hour or other firm sponsored events.
  • Participate in one of our many sports teams like softball, dodgeball, beach volleyball or flag football.

 

What I love about my job

Being a tax associate at Peterson Sullivan is very challenging but also extremely rewarding. As an associate I am constantly learning new things and never leave the office feeling like I didn’t accomplish something that day. One of the advantages of Peterson Sullivan is our varying types of clients. Whether it be high net worth individuals or large corporations, there really is something different to work on every day. Most days, it does not even feel like work because I am working alongside so many great people that make it feel like I am an important part of the team. I truly love coming to work each day knowing that I will be working with some of my close friends on projects that we all want to complete with integrity, respect, commitment, and expertise.


A Day in the Life of an Audit Associate with Michael Tanimoto


A typical day in the office could entail:

  • In-office audits

  • Wrapping up fieldwork

  • Initiating confirmation requests

  • Importing a trial balance

  • Training/Continuing Professional Education
  • Prepping data collection forms

  • Proofreading financial statements

  • Preparing board presentations

  • Attending planning meetings

  • Various projects

A typical day at the client could entail:

  • Connecting with engagement team (setting up workspace and delegating tasks)

  • Meeting with client for an update

  • Auditing various work-papers (cash, prepaid expenses, fixed assets, accounts payable, expenses)

  • Preparing clarifying questions for the client

  • Discussing with senior and manager issues or questions that may arise

  • Wrapping up fieldwork

You may work with clients in these types of industries:

  • Not for profits

  • Construction

  • Hospitality

  • Professional Services

  • Real Estate

After Hours!

  • "First Friday" parties (In-Office Happy Hour/Social Events – PS Tradition!)

  • Firm recruiting events (we went to a Mariner's Game this summer!)

  • Other Firm sponsored activities (softball, flag football, soccer, beach volleyball, putt-putt golf, fantasy football)

  • Coaching and Buddy program activities

  • Networking events such as the Washington State Society Young Professionals Events

What We love about our jobs

The variety of opportunities, individuals, and activities is what makes work at Peterson Sullivan exciting. You have the chance to see a multitude of different business models and structures spanning a wide variety of industries, and get to work with unique individuals from around the United States with a wealth of knowledge and experience. You can also build strong relationships outside of work by participating in the variety of activities that the firm offers. No single day is ever the same!

As you enter public accounting, you can expect an incredibly steep learning curve! To support our associate staff level during this transition into their new careers, we offer Coaching and Buddy programs. Each associate is assigned a Buddy and selects a career Coach after onboarding is complete.

Your Buddy will assist you with day-to-day questions, such as how to input time and where to find supplies. This person is also a great resource for meeting people in the office and finding your way around.

Your Coach will be a manager, senior manager, or principal-level accountant who has volunteered to champion your acclimation and success in the firm. During the first week, and then at least quarterly, your Coach will meet with you to discuss your professional goals and any areas of opportunity.

We believe that an important part of enjoying work is getting to know your co-workers. We encourage participation in some or all of the activities we sponsor, such as: accounting league softball, flag football, volleyball, kickball, soccer, dodgeball, and miniature golf.

We also encourage employees to attend networking, professional, and recruiting events. We have annual Holiday and End-of-Tax-Season parties, an annual All-Firm Retreat, “First Friday/4:01” events, and much more to make sure everyone has some fun and gets to know each other.


Peterson Sullivan Reviews

4.1
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
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Chris Russell
14 Ratings
  • "Great Place to Work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Peterson Sullivan full-time

    Pros

    Salary and schedule flexibility are great

    Cons

    Difficult to get responsibility for client relationships from older partners

See All 28 Reviews

Peterson Sullivan Photos

Peterson Sullivan photo of: Jordan Cooper attended the QuickBooks Connect conference this week in CA! Baby Cooper also got to visit with Mom - an added benefit to the firm's flexible approach to balancing work and family!
Peterson Sullivan photo of: PS’ers took a break from work to check out the Sheraton Seattle’s 25th Annual Gingerbread Village!
Peterson Sullivan photo of: Life Isn't About Finding Yourself. Life Is About Creating Yourself. Yesterday our group of talented seniors hosted their first annual Leadership Retreat!
Peterson Sullivan photo of: Thank you Wellspring Family Services and Rainier Vista Boys & Girls Club for allowing us to be a part of the Shoe Carnival!
Peterson Sullivan photo of: Thank you Wellspring Family Services and Rainier Vista Boys & Girls Club for allowing us to be a part of the Shoe Carnival!
Peterson Sullivan photo of: PS teamed up with Pasado’s Safe Haven for Seattle Works Day 2017! Pasado’s is an animal sanctuary in Monroe and our group assisted with a number of projects around the farm.
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Peterson Sullivan Interviews

Experience

Experience
100%
0%
0%

Getting an Interview

Getting an Interview
67%
33%

Difficulty

3.0
Average

Difficulty

Hard
Average
Easy
  1.  

    Audit Associate Interview

    Anonymous Interview Candidate in Seattle, WA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 4+ weeks. I interviewed at Peterson Sullivan (Seattle, WA) in November 2016.

    Interview

    The first interview was conducted over the phone. I spoke with an audit manager and an HR manager. About a week later I got invited to attend their Call Back Day. Call Back Day consisted of interviewing with 3 different people, as well as going out to lunch with 2 associates and a few other interviewees. Interviews were mostly conversational, some behavioral questions, only two very easy technical questions. After the interviews, we had time to socialize with everyone in the office.

    Interview Questions

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Peterson Sullivan Awards & Accolades

  • Washington's Best Workplaces, Puget Sound Business Journal, 2017
  • Best Accounting Firms to Work for, Accounting Today, 2017
  • Top 200 Accounting Firms, Inside Public Accounting, 2017
  • Washington's Best Workplaces Finalist, Puget Sound Business Journal, 2016
  • IPA Top 200 Firms, Inside Public Accounting, 2016
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