Senior Tax Accountant - Lota & Bernard

Your Future Team

Lota & Bernard is an accounting and advisory firm based in Midland Park, New Jersey, founded in 1998, with a long-standing focus on supporting individuals, small businesses, and closely held companies. The firm provides a broad range of tax, accounting, and advisory services tailored to the needs of busy professionals, with clients primarily across Northern New Jersey and the greater metropolitan area, as well as nationwide. Our team is known for taking a hands-on, practical approach, building long-term relationships and helping clients navigate both day-to-day financial needs and more complex decisions with clarity and confidence.

As part of Archer Lewis, our firm has recently expanded access to a broader national network of professionals, resources, and technology. This allows our team to enhance service offerings while maintaining the collaborative, close-knit environment and personalized approach that defines how we work.

What You'll Do

As a Senior Tax Accountant, you will lead complex accounting and tax engagements, ensuring the accuracy, quality, and timeliness of deliverables while serving as a key technical resource for the team. In this role, you will work closely with clients to address sophisticated accounting and tax matters, provide guidance on planning and compliance, and support the development of team members through review, coaching, and mentorship. You will also play an active role in maintaining firm standards, improving processes, and contributing to overall team success.

• Lead complex accounting engagements, including oversight of month-end close processes and resolution of advanced accounting matters
• Review financial statements, reconciliations, and supporting schedules to ensure accuracy and compliance with standards
• Prepare and review complex individual and business tax returns while applying relevant tax regulations
• Conduct tax research and translate findings into client-specific guidance and recommendations
• Support advanced tax planning and advisory engagements to drive value for clients
• Serve as a trusted advisor and primary escalation point, clearly communicating complex accounting and tax matters
• Proactively identify client risks, opportunities, and process improvements
• Review work prepared by Accountants and Staff Accountants, ensuring quality and adherence to firm standards
• Provide mentorship, coaching, and technical guidance to team members while supporting onboarding and training efforts
• Identify and implement process improvements, contributing to standardization, documentation, and firm initiatives

What You'll Bring

• Bachelor's degree in Accounting, Finance, or a related field
• 5+ years of combined accounting and tax experience with increasing responsibility
• Strong technical knowledge of accounting principles and tax regulations
• Advanced proficiency in accounting and tax software
• Demonstrated leadership, mentoring, and team development capabilities
• Strong analytical thinking, problem-solving skills, and sound professional judgment
• High level of ownership, accountability, and attention to detail
• Excellent written and verbal communication skills with the ability to explain complex concepts clearly

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)
• Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

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

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.