Senior Tax Accountant - Winterset

Winterset Advisors LLC is a Columbus, Ohio-based advisory firm offering tax, accounting, and strategic financial services to individuals and closely held businesses. In 2025 the firm joined Archer Lewis, enhancing its capabilities while maintaining a client-focused culture. What You’ll Do We are seeking a highly skilled Senior Accountant to lead complex accounting and tax engagements, ensure quality and accuracy of deliverables, and support client relationships. The 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. 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 Client Leadership 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 Team Leadership & Quality 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 What You’ll Bring 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 What We Offer Medical, Dental & Vision Insurance (coverage begins on the first of the month following 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 $80,000–85,000 plus discretionary bonus (dependent on experience) Archer Lewis Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, combining over 70 years of legacy with 40 offices and over 450 professionals. We serve 150,000+ businesses, blending 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. #J-18808-Ljbffr Archer Lewis