Senior Tax Accountant

About the role

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.

Responsibilities

• 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
• 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

Requirements

• 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

Benefits

• 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.

Pay

Compensation Range $85,000—$95,000 USD