Tax Accountant

Full job description
Are you ready to grow beyond basic tax preparation and join a public accounting team that’s redefining financial services? Arcadia Tax, part of Arcadia Financial, is a rapidly growing public tax practice with a family-office approach, offering integrated financial planning, tax, and legal services to individuals, families, and businesses.

With a strong emphasis on teamwork, innovation, and exceptional client care, this is an exciting opportunity for an experienced professional who values a vibrant workplace culture and wants to contribute to a growing, client-focused organization.


About Us:

Arcadia is a financial services firm that combines the sophistication of a family office with the personalized attention of a boutique practice. Our integrated model allows clients to benefit from seamless coordination across tax, legal, and financial planning services through our affiliated entities. Arcadia Tax specializes in providing expert tax preparation and planning services for individuals, families, business owners, trusts, and more.


Our mission is to empower clients to fearlessly live like every day is Saturday.


What You’ll Do:

As an Arcadia Accountant, you’ll report directly to the Senior Tax Manager and play a vital role in delivering exceptional tax services to our clients while supporting the growth of our public accounting practice.


Responsibilities:

Prepare income tax returns for individuals, S-corporations, C-corporations, partnerships, trusts, and estates.
Conduct tax research and draft responses to federal, state, and local tax issues.
Provide mentorship and review the work of junior staff to ensure accuracy and compliance.
Collaborate with clients to collect necessary information and address tax-related questions.
Maintain timely and organized tax workflows to meet strict deadlines.
Assist with ad hoc projects, including the integration of new acquisitions and implementation of process improvements.
Attend team meetings to share updates, tax planning insights, and workflow strategies.
Collaborate with colleagues to ensure outstanding client work is processed efficiently.

What We’re Looking For:

Minimum Requirements:

Bachelor’s degree in Accounting, Finance, or a related field.
5-10 years of experience in public accounting with a focus on tax services.
Expertise in preparing and filing 1040, 1041, 1120, 1120S, and 709 tax returns.
Sophisticated knowledge of income tax planning, compliance, and consulting.
MUST have tax preparer experience and an active PTIN
Strong written and oral communication skills, with a client-centered approach.
Exceptional organizational, problem-solving, and computer skills. Read more