Senior Accounting Services Associate - Montgomery - Archer Lewis

    Archer Lewis
    Archer Lewis Montgomery

    1 day ago

    Description

    Are you ready to join one of the fastest-growing accounting firms in the nation? At Archer Lewis, were proud of our rapid growth and success as we seek to serve local businesses and their owners across the country. Were looking for passionate individuals to help us on our mission of freeing up our clients to focus on their passions. If youre seeking a rewarding career in a thriving firm where your expertise and contributions truly make an impact, Archer Lewis is the place for you.

    Who We Are

    Archer Lewis is driven by the simple mission of helping local businesses and their owners spend less time on tax and accounting and more time on their passions. As one of the fastest-growing accounting firms in the country, we are delivering our exceptional client service to new clients every day. With a focus on integrity and humility, weve built a culture where our people are empowered to grow professionally and deliver value to clients across a variety of industries. As we expand our national footprint, were dedicated to maintaining the highest standards of accounting while fostering an environment that supports teamwork, development, and career advancement.

    Role Summary

    We are a close-knit, client-focused CPA firm in Montgomery, Alabama, looking for an experienced Accounting Services Senior Associate / Monthly Accounting Lead to join our team. This role is ideal for a strong accounting professional who enjoys working directly with small business owners, producing high-quality work, and leading monthly accounting engagements. You will serve as the primary accounting lead for a portfolio of small business clients, overseeing bookkeepers while remaining hands-on with monthly close, financial reporting, and advisory support. In addition to core accounting responsibilities, this role will partner closely with firm leadership on tax planning and proactive guidance for small business clients. This is a key position for someone who thrives in a small, collaborative firm environment, values relationships, and takes pride in being both a leader and a doer.

    Key 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

    Qualifications & Experience

    • 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
    • CPA or EA a plus, but not required

    Benefits & Flexibility

    At Archer Lewis, we offer a comprehensive and competitive benefits package, including:

    • 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

    This job description is intended to describe the general nature of the work performed. Responsibilities may evolve based on business needs and the strengths and interests of the individual.

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