Senior Tax Preparer - Associated Accountants

Your Future TeamAssociated Accountants is a well-established accounting and advisory firm based in Montgomery, Alabama, serving small and closely held businesses with a focus on personalized, relationship-driven service. The firm provides a full range of tax, accounting, and advisory services, partnering closely with clients to support their financial reporting, compliance, and long-term business goals. Known for its practical approach and deep understanding of client needs, Associated Accountants has built lasting relationships across the communities it serves.In 2024, Associated Accountants joined Archer Lewis as part of the firm's national growth strategy, becoming one of several established regional firms integrated into the Archer Lewis alternative practice structure. This partnership allows Associated Accountants to maintain it's local identity and high-touch service model while benefiting from Archer Lewis's expanded national resources, technology, and operational support, enhancing both client service capabilities and long-term firm sustainability.What You'll DoAs a Senior Tax Preparer, you will be responsible for preparing and reviewing individual and business tax returns, serving as a point of contact for clients, and providing guidance to junior team members. The ideal candidate brings strong technical expertise, a high level of accuracy, and hands-on experience in public accounting.Prepare and review federal and state tax returns for individuals (1040), partnerships (1065), S-corporations (1120S), C-corporations (1120), and trusts/estates (1041)Conduct client interviews and gather necessary documentation to complete tax filingsIdentify and communicate potential tax savings opportunities and planning strategiesEnsure compliance with all tax laws and regulationsHandle correspondence with IRS and state tax authorities as neededMentor and support junior preparers or interns during tax seasonMaintain accurate and organized client records in the firm's tax softwareStay current with tax law changes and industry trendsWhat You'll Bring5+ years of recent experience in tax preparation within a CPA firm or public accounting environmentProficiency with tax software (e.g., Lacerte, ProSeries, UltraTax, Drake, or similar)Strong knowledge of federal and state tax codesExperience with QuickBooks, Xero or other accounting platforms preferredExcellent organizational and communication skillsAbility to work independently and manage multiple deadlinesCPA, EA, or actively pursuing preferred but not requiredWhat We OfferMedical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)Paid Parental Leave401(k) Matching ProgramPre-Tax Commuter BenefitsPet InsuranceUnlimited Flexible Time Off7 Company-Paid HolidaysEmployee Assistance Program (EAP)Hybrid in office work modelHourly compensation of $100,000-$120,000, dependent on experience, with eligibility for a discretionary bonusArcher Lewis StoryArcher 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 needsAN 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.