Senior Tax Accountant - Cassidy Advisors and Accountants

About the role

Cassidy Advisors and Accountants, LLC is a respected accounting and advisory firm based in Hilton Head Island, South Carolina. The firm, founded in the late 1990s, specializes in tax preparation and planning, business structuring, IRS representation, bookkeeping, payroll, and strategic consulting, including complex domestic and international tax matters. In 2025, Cassidy Advisors and Accountants joined Archer Lewis, becoming Cassidy Advisors and Accountants, an Archer Lewis firm. This partnership maintains the local, client-focused approach while gaining access to Archer Lewis's national resources, advanced technology, and broad network of specialists.

Responsibilities

• Prepare and review a broad range of individual and business tax returns while supporting tax planning and compliance efforts.
• Work closely with clients and internal team members to deliver accurate, proactive, and high-quality tax services.
• Perform technical tax research and assist with the development of tax planning strategies and recommendations.
• Ensure compliance with all applicable tax laws, regulations, and filing requirements.
• Communicate directly with clients to gather information, resolve issues, and provide clear, practical tax guidance.
• Collaborate with internal teams to ensure accuracy, consistency, and timely completion of client engagements.
• Stay current on changes in tax laws and contribute to process improvements and best-practice initiatives.

Requirements

• Active CPA license required, or the ability to obtain licensure within a reasonable timeframe.
• Bachelor’s degree in Accounting, Finance, or a related discipline required.
• Minimum of three years of public accounting or equivalent tax experience.
• Strong working knowledge of federal and state tax laws, forms, and filing requirements.
• Excellent written and verbal communication skills, with strong analytical and problem-solving abilities.
• Demonstrated integrity, attention to detail, and a strong commitment to high-quality client service.

Qualifications

• Strong technical skills.
• A collaborative approach.
• A commitment to excellence in client service.

Skills

• Technical tax research and planning.
• Client communication and engagement.
• Collaboration with internal teams.
• Compliance with tax laws and regulations.

Benefits

• Medical, Dental & Vision Insurance.
• 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 $75,000-$80,000 plus discretionary bonus (exact base salary amount will be dependent on experience).

Pay

Base salary of $75,000-$80,000 plus discretionary bonus (exact base salary amount will be dependent on experience).

Schedule

Flexible schedule to accommodate client needs.

Company Story

An Archer Lewis 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 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.

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.