Senior Tax & Assurance Manager
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
JSP is a full-service accounting, tax, and business consulting firm that supports business owners, executives, and individuals with a comprehensive range of services, including tax compliance and planning, assurance, and ongoing accounting advisory. Known for its responsiveness and high-quality, personalized client service, JSP has built a strong reputation as a trusted partner to its clients.
JSP has recently joined Archer Lewis, allowing us to operate within a growing national platform while still maintaining the collaborative, close-knit environment that defines our firm. Through this partnership, we combine deep local relationships with broader resources, technology, and expertise, enabling us to better serve our clients and grow together as one unified team.
What You’ll Do
- Serve as the primary client contact across tax, audit, and assurance engagements
- Review complex tax returns, including corporate, partnership, trust, estate, and LLC filings
- Provide technical expertise in tax law, compliance, and planning strategies
- Utilize UltraTax (or similar) to review and manage tax engagements at a high level
- Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards
- Oversee client accounting functions and take ownership of ongoing books and financial reporting
- Review work prepared by senior and staff accountants, ensuring accuracy and quality control
- Supervise and mentor team members, supporting development and performance
- Act as a front-line leader in managing and growing the firm’s book of business
- Partner with leadership to improve processes and support practice growth
What You’ll Bring
- Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Accountancy or Taxation preferred
- Active CPA license required
- 7+ years of progressive public accounting experience in both tax and assurance services
- 3+ years of leadership experience managing staff, client engagements, and project workflows
- Demonstrated success managing complex engagements for a variety of entity types, including S corporations, C corporations, partnerships, trusts, and estates
- Public accounting firm experience strongly preferred
- Advanced knowledge of tax compliance, tax planning, and applicable tax laws and regulations
- Extensive experience reviewing and overseeing complex tax returns across multiple entity structures
- Strong understanding of GAAP, GAAS, and governmental accounting standards (GASB/GAGAS)
- Proficiency with leading tax and audit software platforms such as UltraTax, CCH Axcess, ONESOURCE, or similar technologies
- Advanced Microsoft Office skills, with a strong emphasis on Excel
- Excellent verbal, written, and presentation skills
- Strong analytical, problem-solving, and strategic-thinking abilities
- Ability to communicate complex accounting and tax concepts clearly to clients and team members
- Proven leadership skills with the ability to manage multiple engagements and competing priorities effectively
- Strong client relationship management and advisory experience, with a focus on delivering exceptional service
- Experience coaching, developing, and evaluating team performance while maintaining high standards of quality, efficiency, and client satisfaction
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 15% of base salary, based on individual and company performance. #LI-Remote
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?