What are the responsibilities and job description for the Senior Tax Accountant - Winterset position at Archer Lewis?
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
We are seeking a highly skilled Senior Tax Accountant to lead complex accounting and tax engagements, ensure quality and accuracy of deliverables, and support client relationships. This role serves as a technical resource and mentor to the accounting team and plays a key role in maintaining firm standards, improving processes, and supporting leadership initiatives.
Accounting & Tax
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 450 professionals, we serve 150,000 businesses. 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
AN EQUAL OPPORTUNITY EMPLOYER: Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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
We are seeking a highly skilled Senior Tax Accountant to lead complex accounting and tax engagements, ensure quality and accuracy of deliverables, and support client relationships. This role serves as a technical resource and mentor to the accounting team and plays a key role in maintaining firm standards, improving processes, and supporting leadership initiatives.
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 of financial statements and reconciliations for accuracy and compliance
- 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
- 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
- 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
- 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)
- Base salary of $80,000 – 85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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 450 professionals, we serve 150,000 businesses. 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
AN EQUAL OPPORTUNITY EMPLOYER: Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Salary : $75,000 - $85,000