This is an exciting opportunity for a motivated candidate looking to contribute more to their firm other than just tax preparation! Arcadia Tax is a rapidly growing tax practice that has just completed two acquisitions. The team needs a leader with an appropriate tax background to bring the organization to the next level.

The Senior Accountant (SA) will be responsible for growing and maintaining a growing tax practice as well as be responsible for the timely preparation and filing of both normal and complex tax returns. The SA will report directly to the CEO and follow established policies and procedures. The SA will follow processes to keep tax workflow organized, compliant, and timely. The SA will have professional and respectful communication with colleagues, clients, and other 3rd parties that will aid in the business capturing process. The SA will be energetic, organized, and a team player.

We have two office locations: Manchester, NH and Andover, MA.

JOB DUTIES:

DAILY

• Assist in managing the workflow of the tax practice including supervising/improving workflow procedures and leading/assisting team members
• Preparing complex US and multi-state income tax returns for individuals and businesses (S-corporations, C-corporations, and partnerships)
• Prepare gift tax, fiduciary, and estate returns
• Process payroll if applicable for clients
• Interact and communicate with clients
• Call taxing authorities as needed
• Research federal, state, and local tax legislation and assist with drafting client responses and memos
• Provide guidance and training to, as well as review and adjustments for, the work of junior staff
• Provide accounting and financial support to management as needed
• Assist in the logistical direction and decisions required of a new and growing tax business entity
• Other ad hoc projects as assigned

WEEKLY

• Attend weekly staff and tax planning meetings
• Report weekly activities on outstanding tax business
• Ensure pending tax business is efficiently being processed

MINIMUM REQUIREMENTS:

• Bachelor’s degree
• At least 5-10 years’ experience in tax accounting
• Sophisticated knowledge of income tax planning, compliance, and consulting
• Working knowledge for filing 1040, 1041, 1120, and 709 tax returns
• Valid PTIN
• Excellent written and oral communication skills
• Ability to organize, prioritize, and solve problems
• Exceptional computer skills

STRONGLY PREFERRED:

• Valid licensure as either a Certified Public Accountant or Enrolled Agent
• Proficiency with TaxAct Professional (or similar tax preparation software), Microsoft Office
• Reliable transportation to and from our Manchester, NH and/or Andover, MA office locations (hybrid schedule of in-office/remote WFH days negotiable, but this position is not fully remote)

PERSONAL SKILLS

• Ability to interact and work closely with clients to answer questions or to collect necessary information for tax service requirements
• Extremely organized
• Ability to work in a faced-paced environment
• Willingness to cope with changes
• Must be a positive contributor to the team by supporting and executing projects and be a strong team player who wants their voice heard and is receptive to constructive feedback
• A history of building relationships with clients and colleagues

About Arcadia Financial / Arcadia Tax:

Arcadia Financial is a retirement planning firm that offers the services and experience of a family office. That is, we provide coordinated financial planning, tax, and legal services under one roof through our affiliated entities and partners. Arcadia Tax is our tax preparation and tax planning division that specializes in filing for individuals, families, small business owners, trusts, and more. Our divisions are affiliated but legally segregated business entities so clients can pick and choose how much to engage. That said, the true power of our model is best realized when clients utilize all services to gain the benefits of a truly integrated set of financial services.

Our Culture:

• We believe in a strong work ethic in a fun and collaborative office culture
• Collaboration is what makes a healthy team
• We believe work life balance is important, and strive to ensure a healthy balance between work and home for all team members
• We are our clients’ biggest fans and work relentlessly to support their stated goals and objectives
• We reject traditional corporate culture and strive to foster a fun, healthy, and supportive environment for our staff
• In addition to supporting professional development, we actively sponsor and facilitate team building, staff wellness, organized sports, and charitable giving

Our Mission Statement:

• Challenging you to fearlessly live like every day is Saturday.

Our Core Values:

• Always do the right thing
• It takes a little more to be a champion
• We are a SEAL team
• Make every client experience special and shareworthy

Job Type: Full-time, In-Person

Salary: $80,000.00 – $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Tax accounting: 3 years (Preferred)
• Client Relationship: 3 years (Preferred)