Senior Tax & Assurance Manager

Archer Lewis, LLC; Portland (OR); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401(k) Matching Program

Pet Insurance

Unlimited Flexible Time Off

Employee Assistance Program (EAP)

Bonus up to 15%

Job summary

Archer Lewis LLC, a national accounting and advisory firm, seeks a seasoned tax and assurance leader in Portland, OR. You’ll serve as the primary client contact across tax, audit and assurance engagements, review complex returns, and provide strategic planning advice.

You will lead engagements, oversee staff, and help grow the firm's book of business while ensuring GAAP, GASB compliance, and high-quality client service in a collaborative environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• Active CPA license required.
• 7+ years of progressive public accounting experience in tax and assurance.
• 3+ years of leadership experience managing staff, client engagements, and workflows.
• Experience handling complex engagements for various entity types (S corp, C corp, partnerships, trusts, estates).
• Public accounting firm experience preferred.
• Strong knowledge of tax compliance, planning, and regulations.

Responsibilities

• Serve as the primary client contact across tax, audit, and assurance engagements.
• Review complex tax returns (corporate, partnership, trust, estate, LLC).
• Provide technical expertise in tax law, compliance, and planning strategies.
• Lead assurance and accounting engagements with GAAP and GASB standards.
• Oversee client accounting functions and ongoing financial reporting.

Skills

Client relationships

Leadership

Analytical thinking

Communication

Project management

Education

Bachelor’s degree in Accounting/Finance

Master’s in Accounting/Taxation preferred

Active CPA license

Tools

UltraTax

CCH Axcess

ONESOURCE

Excel

Job description

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 600+ professionals, we serve 65,000+ clients. 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.

Your Future Team

JSP is a full-service accounting, tax, and business consulting firm that supports business owners, executives, and individuals with a comprehensive range of services, including tax compliance and planning, assurance, and ongoing accounting advisory. Known for its responsiveness and high-quality, personalized client service, JSP has built a strong reputation as a trusted partner to its clients. JSP has recently joined Archer Lewis, allowing us to operate within a growing national platform while still maintaining the collaborative, close-knit environment that defines our firm. Through this partnership, we combine deep local relationships with broader resources, technology, and expertise, enabling us to better serve our clients and grow together as one unified team.

What You’ll Do

• Serve as the primary client contact across tax, audit, and assurance engagements
• Review complex tax returns, including corporate, partnership, trust, estate, and LLC filings
• Provide technical expertise in tax law, compliance, and planning strategies
• Utilize UltraTax (or similar) to review and manage tax engagements at a high level
• Lead assurance and accounting engagements, applying GAAP and governmental (GASB) standards
• Oversee client accounting functions and take ownership of ongoing books and financial reporting
• Review work prepared by senior and staff accountants, ensuring accuracy and quality control
• Supervise and mentor team members, supporting development and performance
• Act as a front-line leader in managing and growing the firm’s book of business
• Partner with leadership to improve processes and support practice growth

What You’ll Bring

• Bachelor’s degree in Accounting, Finance, or a related field required; Master’s in Accountancy or Taxation preferred
• Active CPA license required
• 7+ years of progressive public accounting experience in both tax and assurance services
• 3+ years of leadership experience managing staff, client engagements, and project workflows
• Demonstrated success managing complex engagements for a variety of entity types, including S corporations, C corporations, partnerships, trusts, and estates
• Public accounting firm experience strongly preferred
• Advanced knowledge of tax compliance, tax planning, and applicable tax laws and regulations
• Extensive experience reviewing and overseeing complex tax returns across multiple entity structures
• Strong understanding of GAAP, GAAS, and governmental accounting standards (GASB/GAGAS)
• Proficiency with leading tax and audit software platforms such as UltraTax, CCH Axcess, ONESOURCE, or similar technologies
• Advanced Microsoft Office skills, with a strong emphasis on Excel
• Excellent verbal, written, and presentation skills
• Strong analytical, problem-solving, and strategic-thinking abilities
• Ability to communicate complex accounting and tax concepts clearly to clients and team members
• Proven leadership skills with the ability to manage multiple engagements and competing priorities effectively
• Strong client relationship management and advisory experience, with a focus on delivering exceptional service
• Experience coaching, developing, and evaluating team performance while maintaining high standards of quality, efficiency, and client satisfaction

What We Offer

• Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
• 401(k) Matching Program
• Pet Insurance
• Unlimited Flexible Time Off
• Employee Assistance Program (EAP)
• Eligible for an annual performance-based bonus of up to 15% of base salary, based on individual and company performance. #LI-Hybrid

Compensation Range

$130,000 - $160,000 USD

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Equal Employment Opportunity:Archer Lewis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

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