Senior Accountant - Audit & Assurance
Description
Our Story
Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs.
Your Future Team
Roberts Group is based in Tucson, Arizona, and has a 35-year history of delivering high-quality accounting services and building long-standing client relationships through a personalized approach. Our firm serves a diverse client base across a wide range of industries and entity types, offering a full spectrum of services including audit, review, and compilation, taxation, and consulting. With a strong reputation in the local market, we are known as trusted advisors to our clients. Through our partnership with Archer Lewis, we have expanded our capabilities with access to additional resources, enhanced technical expertise, and a broader professional network, strengthening our ability to deliver comprehensive, forward-looking solutions while maintaining our commitment to personalized client service.
What You’ll Do
- Plan, execute, and supervise audit, review, and compilation engagements in accordance with GAAS, GAAP, and firm methodology, from planning through issuance of financial statements and reports.
- Prepare and review risk assessments, audit programs, and sampling plans; identify and evaluate internal control strengths and deficiencies.
- Perform and review substantive testing, analytical procedures, and audit documentation to support conclusions reached, ensuring compliance with firm quality control standards.
- Draft financial statements, footnote disclosures, and management letters; identify accounting and reporting issues and research applicable GAAP/GASB/FASB guidance.
- Plan and perform audits of employee benefit plans (e.g., 401(k) and other ERISA-covered plans) as assigned, including testing of plan transactions and support for related Form 5500 reporting.
- Supervise, coach, and review the work of staff accountants and interns; provide timely, constructive feedback and contribute to performance evaluations.
- Serve as a day-to-day client contact, communicating engagement status, information requests, and preliminary findings professionally and proactively.
- Assist in the preparation of individual, corporate, partnership, and/or nonprofit tax returns during the firm's tax season, applying working knowledge of federal and state tax rules.
- Identify opportunities for process improvements, efficiencies, and additional client services; communicate observations to engagement managers/partners.
- Monitor engagement budgets and timelines; communicate status, scope changes, and potential issues to engagement leadership.
- Maintain and expand technical knowledge through continuing professional education (CPE) and firm training programs.
- Comply with all firm policies, professional standards, and applicable regulatory and independence requirements.
What You’ll Bring
- Bachelor's degree or higher in Accounting, Finance, or a related field required; Master's degree in Accounting or Taxation a plus.
- Approximately five (5) years of recent audit experience in a public accounting firm, including experience with financial statement audits, reviews, and/or compilations.
- Some experience preparing individual and/or business income tax returns.
- CPA license preferred, or actively pursuing CPA licensure with demonstrated progress toward completion of the exam.
- Working knowledge of U.S. GAAP and Generally Accepted Auditing Standards (GAAS); familiarity with GASB or not-for-profit accounting standards a plus.
- Experience with, or strong interest in developing, employee benefit plan audit expertise (ERISA and Department of Labor reporting requirements) a plus.
- Experience with audit and tax software (e.g., CCH Axcess, ProSystem fx, Caseware, or similar) and Microsoft Excel.
- Demonstrated ability to supervise, review, and develop the work of less experienced staff.
- Strong analytical, organizational, and time-management skills, with the ability to manage multiple engagements simultaneously.
- Excellent verbal and written communication skills and a client-service orientation.
- High degree of professional skepticism, integrity, and adherence to independence and ethics requirements.
What We Offer
- Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
- Paid Parental Leave
- 401(k) Matching Program
- Pre-Tax Commuter Benefits
- Pet Insurance
- Unlimited Flexible Time Off
- 7 Company‑Paid Holidays
- Employee Assistance Program (EAP)
- Eligible for an annual performance-based bonus of up to 3% of base salary, based on individual and company performance. #LI-Hybrid
Applicant Privacy Notice: By applying for a position with Archer Lewis, you acknowledge that we may collect, use, store, and process your personal information for recruiting, hiring, legal compliance, and employment-related business purposes. We do not sell candidate personal information. For privacy-related questions or requests, please contact careers@archerlewis.com.
Equal Employment Opportunity: Archer Lewis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
Work Authorization Requirement: Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.
Skills
As published by greenhouse · 22 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (7)
- Preferred First Name optional
- LinkedIn Profile optional
- Website optional
- What are your compensation expectations?
- How many years of public accounting experience do you have?
- What accounting systems/ERP tools have you used?
- If you were referred, please provide their name: optional
Pick from a list (15)
- By selecting YES, I consent to receive recruiting SMS messages from Archer Lewis at the phone number provided on above.
- We are committed to a fair, consistent, and inclusive hiring process. As part of our recruitment efforts, we may use technology, including artificial intelligence (AI)-assisted tools, to help review applications, identify qualifications relevant to a position, and support recruiting workflows. Human review and oversight remain an essential part of our hiring process, and employment decisions are not made solely by automated systems. If you require an accommodation during the application or interview process, please contact our Talent Acquisition team. Have you reviewed and understood the AI-Assisted Hiring Process Disclosure above?
- Are you legally authorized to work in the United States for any employer?
- Will you now or in the future require sponsorship for employment visa status (e.g., H-1B, TN, E-3, O-1, etc.) to work legally in the United States?
- If selected for this position, would you be willing to relocate if required?
- Are you able to meet the work arrangement requirements of this position, including in-office attendance, travel, and scheduling requirements as outlined in the job posting? (If Applicable)
- I certify that the information provided in my application is true and complete to the best of my knowledge.
- Do you hold an active CPA or EA license?
- What is your primary area of expertise?
- What is your preferred work model?
- Where you referred by an Archer Lewis employee?
- Do you have any relatives or household members that are currently employed with Archer Lewis?
- I agree to allow Archer Lewis to retain my information and contact me regarding future employment opportunities.
- I have read and acknowledge the Applicant Privacy Notice and understand that Archer Lewis will process my personal information for recruiting and hiring purposes.
- This position requires the successful completion of a background check as a condition of employment. Do you understand and agree to undergo a background check if selected for the role?