Senior Tax Accountant

Senior Tax Accountant

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