Senior Tax Accountant

Arcadia Financial Group•Manchester, NH

1d•$100,000 - $120,000

About The Position

The Senior Tax Accountant is a highly experienced tax professional responsible for preparing, reviewing, and completing individual and small-business tax returns accurately and on time. The role serves as a senior technical resource within Arcadia's tax function, applying advanced tax knowledge and independent judgment to deliver compliant, high-quality tax services. Arcadia's practice primarily serves individuals, including high-net-worth clients, and handles a smaller 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 works closely with Arcadia's Financial Planners, who own the broader advisory relationship and proactive client tax-planning process. This role provides the technical tax expertise, preparation, review, and execution support needed to ensure tax strategies are accurately reflected in client filings. It also provides guidance and technical development support to less-experienced tax professionals. The position requires substantial hands-on tax preparation and review experience, strong technical proficiency, accountability, organization, attention to detail, and client-service skills. The role manages assigned engagements from preparation through filing, supports clients with tax questions and notices, and contributes to consistent standards and continuous improvement across the tax function.

Requirements

Active Certified Public Accountant (CPA) license in good standing.
Significant progressive experience in tax preparation and review.
Advanced practical knowledge of federal and local state individual income taxation.
Meaningful experience preparing and reviewing small-business and related-entity returns.
Demonstrated experience independently preparing complex tax returns and technically reviewing 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.
Demonstrated ability to manage filing-season demands, 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.

Nice To Haves

Experience providing technical guidance, training, or mentorship to less-experienced tax professionals.
Bachelor's degree in Accounting, Finance, or a related field.

Responsibilities

Independently prepare and review federal and state high-net-worth individual income tax returns, including returns involving investments, retirement distributions, capital gains, rental properties, and self-employment income.
Prepare and review small-business and related-entity tax returns, including partnership and S corporation returns.
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 matters requiring clarification or correction.
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 during preparation and review.
Maintain accurate workpapers, supporting documentation, and client records in accordance with established standards and applicable requirements.
Remain current on tax laws, regulations, and filing requirements.
Provide technical guidance to other tax professionals on preparation, reporting requirements, technical questions, and complex filing matters.
Review less-experienced team members' work and provide constructive feedback to improve technical accuracy, consistency, and professional development.
Support training and onboarding through knowledge sharing, technical instruction, and practical guidance.
Identify recurring errors, knowledge gaps, and improvement opportunities, and recommend training or process enhancements.
Promote consistent preparation, review, and documentation standards across the tax function.
Communicate professionally with tax clients about preparation requirements, filing questions, tax notices, and complex technical matters.
Explain tax concepts, filing outcomes, and relevant considerations clearly and practically.
Address client questions, discrepancies, and service concerns with urgency, sound judgment, and follow-through.
Assist clients in 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 implementation through tax preparation and reporting.
Identify tax considerations that may warrant further evaluation by a client's Financial Planner.
Maintain confidentiality and provide a professional, personalized client experience.
Own assigned engagements, including deadlines, extensions, outstanding client information, and completion status.
Organize and prioritize work to meet filing requirements and client commitments, particularly during peak tax season.
Proactively communicate workload concerns, technical challenges, filing risks, and anticipated delays to operational leadership.
Follow established preparation, review, documentation, and filing procedures.
Recommend practical improvements to tax preparation processes, technology use, documentation, and quality-control practices.
Support efficient filing-season execution through accountability, collaboration, and attention to detail.