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 Tax Manager and Accountant (STMA) 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 STMA will report directly to the CEO and follow established policies and procedures. The STMA will follow processes to keep tax workflow organized, compliant, and timely. The STMA will have professional and respectful communication with colleagues, clients, and other 3rd parties that will aid in the business capturing process. The STMA 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
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
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
Desire to interact directly with clients
Organized
Ability to work in a faced paced environment
Willingness to cope with changes
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
