Archer Lewis ยท 7 hours ago
Senior Accounting Services Associate
Montgomery, AL
Full-time
Onsite
Senior Level
5+ years expArcher Lewis is one of the fastest-growing accounting firms in the nation, dedicated to helping local businesses and their owners focus on their passions. They are seeking a Senior Accounting Services Associate to lead a portfolio of small business clients, oversee monthly accounting engagements, and provide advisory support while partnering with firm leadership on tax planning.
AccountingBookkeeping and PayrollConsultingFinancial ServicesTax Preparation
Responsibilities
Serve as the Accounting Lead for a portfolio of small business clients across multiple industries
Own and review monthly accounting processes, including month-end close, financial statement preparation, and analysis
Perform and review bank, credit card, and balance sheet reconciliations
Provide day-to-day guidance, review, and oversight for bookkeepers to ensure accuracy and timeliness
Act as a trusted point of contact for clients, answering accounting questions and providing clear, practical guidance
Deliver proactive accounting insights and support tax planning strategies in collaboration with the tax team
Identify process improvements and best practices to enhance efficiency and client experience
Ensure compliance with accounting standards and firm procedures
Support firm leadership with client management, workflow coordination, and mentoring junior staff
Qualification
Required
5+ years of accounting experience, preferably within a CPA firm or small business accounting environment
Strong experience managing monthly accounting and close for small business clients
Proven ability to be a hands-on producer while also reviewing and leading the work of others
Proficiency in QuickBooks Online and Xero (required)
Experience working directly with small business owners in a client-facing capacity
Solid understanding of small business accounting and tax planning concepts
Highly organized with strong attention to detail
Excellent communication skills and a client-first mindset
Preferred
CPA or EA a plus, but not required
Benefits
Flexible Paid Time Off (FTO)
Medical Insurance
Dental Insurance
Vision Insurance
100% Employer-Paid Short-Term Disability Insurance
100% Employer-Paid Long-Term Disability Insurance
Health and Wellness Resources
Career Development and Continuing Education Opportunities
Collaborative, Growth-Oriented Work Environment
Company
Archer Lewis
Archer Lewis offers accounting, bookkeeping, tax preparation, consulting, and business valuation.
501-1000 employees
Funding
Current Stage
Late StageRecent News
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