Senior Tax Accountant

POSITION OVERVIEW The Senior Tax Accountant is a highly experienced tax professional responsible for the accurate preparation, technical review, and timely completion of individual and small-business tax returns. This position serves as a senior technical resource within Arcadia's tax function, applying advanced tax knowledge, independent judgment, and strong attention to detail to deliver accurate, compliant, and high-quality tax services. Arcadia's tax practice is primarily focused on individual income tax returns, high net worth individuals and a small volume of small-business and related entity returns. Most returns are intermediate in complexity, with a limited number of more complex matters. The Senior Tax Accountant must have substantial hands-on tax preparation and review experience, with the technical depth to independently resolve complex tax questions, review the work of others, and provide guidance to less-experienced tax professionals. This position works closely with Arcadia's Financial Planners, who own the broader advisory relationship and proactive client tax-planning process. The Senior Tax Accountant provides the technical tax expertise, preparation, review, and execution support necessary to ensure tax strategies are accurately reflected in client filings. The role requires a high degree of technical proficiency, accountability, organization, and client service, along with the ability to support the technical development of colleagues.   KEY RESPONSIBILITIES Tax Preparation, Technical Expertise & Quality Control - Independently prepare and review federal and state high net worth individual income tax returns, including returns involving investments, retirement distributions, capital gains, rental properties, self-employment income, and other moderately complex tax matters. - Prepare and review small-business and related entity tax returns, including partnerships, S corporations, and other applicable business filings. - Manage assigned tax engagements through preparation, review, finalization, and filing, ensuring accuracy, completeness, compliance, and timely execution. - Perform detailed technical reviews of returns prepared by other tax professionals, identifying errors, inconsistencies, and areas requiring clarification or correction. - Independently research and resolve complex federal and local state tax questions, applying sound professional judgment and documenting conclusions when appropriate. - Identify missing information, potential tax issues, and opportunities for clarification throughout the preparation and review process. - Maintain accurate workpapers, supporting documentation, and client records in accordance with established standards and applicable requirements. - Remain current on changes in tax laws, regulations, and filing requirements to ensure accurate and compliant tax preparation. Technical Guidance & Team Development - Serve as a senior technical resource to other tax professionals, providing guidance on tax preparation, reporting requirements, technical questions, and complex filing matters. - Review work completed by less-experienced team members and provide constructive feedback to strengthen technical accuracy, consistency, and professional development. - Support the training and onboarding of tax team members through knowledge sharing, technical instruction, and practical guidance. - Identify recurring errors, knowledge gaps, or opportunities for improvement and recommend appropriate training or process enhancements. - Promote consistent application of established preparation, review, and documentation standards across the tax function. Client Experience & Cross-Functional Collaboration - Communicate confidently and professionally with tax clients regarding preparation requirements, filing questions, tax notices, and technically complex matters. - Explain tax concepts, filing outcomes, and relevant tax considerations in a clear, practical, and understandable manner. - Address client questions, discrepancies, and service concerns with appropriate urgency, sound judgment, and follow-through. - Assist clients with understanding and responding to federal and local state tax notices, correspondence, and filing-related inquiries. - Evaluate the tax implications of proposed financial planning strategies and support their accurate implementation through tax preparation and reporting. - Identify tax considerations during preparation and review that may warrant further evaluation by the client's Financial Planner. - Maintain confidentiality and deliver a professional, personalized client experience consistent with Arcadia's service standards. Workflow Accountability & Continuous Improvement - Maintain ownership of assigned engagements, including deadlines, extensions, outstanding client information, and completion status. - Organize and prioritize work effectively to meet filing requirements and client commitments, particularly during peak tax season. - Proactively communicate workload concerns, technical challenges, filing risks, or anticipated delays to operational leadership. - Follow established preparation, review, documentation, and filing procedures to maintain consistency and operational reliability. - Recommend practical improvements to tax preparation processes, technology utilization, documentation, and quality-control practices. - Support efficient filing-season execution through strong individual accountability, collaboration, and attention to detail.   QUALIFICATIONS - Active Certified Public Accountant (CPA) license required, in good standing. - Significant progressive experience in tax preparation and review. - Advanced practical knowledge of federal and local state individual income taxation, with meaningful experience preparing and reviewing small-business and related entity returns. - Demonstrated experience independently preparing complex tax returns and performing technical reviews of work completed by other tax professionals. - Strong technical research, analytical, organizational, and problem-solving skills with the ability to independently resolve tax questions and apply sound professional judgment. - Experience providing technical guidance, training, or mentorship to less-experienced tax professionals preferred. - Demonstrated ability to manage the demands of filing season, including competing deadlines, client communication, and high-volume preparation and review responsibilities. - Proficiency with professional tax preparation software and related document management systems. - Strong written and verbal communication skills, including the ability to explain complex tax matters clearly and navigate difficult client conversations. - High level of ownership, follow-through, process discipline, confidentiality, and attention to detail. - Bachelor's degree in Accounting, Finance, or a related field preferred.   SUCCESS LOOKS LIKE - Assigned tax returns are prepared, reviewed, and filed accurately, consistently, and within applicable deadlines. - Complex tax questions are independently researched and resolved with sound technical judgment and appropriate documentation. - Technical reviews consistently identify and address errors, inconsistencies, and compliance concerns before returns are finalized. - Less-experienced tax professionals’ benefit from meaningful technical guidance, constructive feedback, and knowledge sharing that improves the quality and consistency of their work. - Client questions and difficult conversations are handled confidently, professionally, and with appropriate ownership. - Financial Planners have a trusted tax subject matter expert who can evaluate technical questions and support the accurate execution of client tax strategies. - Assigned engagements remain organized, with clear visibility into outstanding requirements, deadlines, and potential risks. - The Senior Tax Accountant contributes to the technical strength, efficiency, and reliability of the tax function while operating within the established departmental structure.   BENEFITS: We believe in taking care of the people who take care of our clients. Our benefits are designed to support your well-being, growth, and work-life balance, including: - Annual salary range $100,000 - $120,000 depending on experience - employer-premium paid health, dental, and vision insurance - Unlimited paid time off (PTO) and flexible scheduling - Short-term disability, long-term disability, and life insurance — fully covered - 401(k) retirement plan with 4% company match - Quarterly clothing stipend to our custom company storefront - Professional development and continuing education opportunities - Collaborative, people-first culture that values innovation and accountability - Engaging workplace perks, including team events, community-focused volunteer initiatives and more