Senior Accounting Services Associate

Archer Lewis Services LLC • Montgomery, AL

1d

About The Position

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.

Requirements

• 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

Nice To Haves

• CPA or EA a plus, but not required

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level