Senior Tax Accountant
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
Winterset Advisors LLC is a Columbus, Ohio–based advisory firm providing tax, accounting, and strategic financial services to individuals and closely held businesses. Known for its personalized, relationship driven approach, the firm focuses on delivering practical, forward‑looking solutions that support long‑term financial success. In 2025, Winterset Advisors joined Archer Lewis as part of the firm’s national alternative practice structure, enabling the firm to maintain its client‑focused culture while gaining access to expanded resources, operational support, and a broad network of specialized expertise across the Archer Lewis platform.
What You’ll Do
As a Senior Tax Accountant, you will lead complex tax and accounting engagements, ensuring deliverables are accurate, timely, and meet the highest standards of quality and compliance. You will serve as a trusted technical resource and mentor to team members, providing guidance and support to help develop talent and strengthen team performance. In addition, you will build and maintain strong client relationships, deliver proactive solutions to address client needs, and play an active role in improving processes, enhancing operational efficiency, upholding firm standards, and supporting leadership initiatives that drive the continued success and growth of the organization.
Accounting & Tax
- Prepare and review individual and business tax returns
- Oversee accounting matters and close processes
- Lead tax research and apply guidance to client-specific scenarios
- Support advanced tax planning and advisory work
- Review financial statements and reconciliations for accuracy and compliance
Client Leadership
- Serve as a trusted advisor and escalation point for clients
- Proactively identify risks, opportunities, and improvements
- Communicate complex accounting and tax matters clearly to clients, with senior team members' execution
Team Leadership & Quality
- Ensure compliance with firm standards, policies, and deadlines
- Provide technical guidance, coaching, and mentorship
- Review work prepared by Accountants and Staff Accountants
- Assist with onboarding and training of new members
What You’ll Bring
- Bachelor’s degree in accounting
- 2-5+ years of relevant combined accounting and tax experience in a local or regional CPA firm
- Proficiency in accounting and tax knowledge
- Familiarity with accounting software (e.g., UltraTax) preferred
- CPA Required
- Strong technical accounting and tax knowledge
- Demonstrated ability to apply accounting principles and exercise professional judgment
- Strong analytical and problem-solving skills
- Effective written and verbal communication skills, including client interaction
- Ability to work independently and manage competing priorities
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 5% of base salary, based on individual and company performance. #LI-Onsite
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.
As published by greenhouse · 43 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (13)
- 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
- 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 (30)
- 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?
- 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?