Senior Tax Manager

Archer Lewis, LLC; Baxter (MN); Hybrid; USD 120,000 - 130,000; 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)

Annual performance bonus up to 15%

Job summary

Archer Lewis is seeking a Senior Tax Manager to provide strategic leadership for the tax practice and serve as a trusted advisor to clients and firm leadership. You will oversee complex federal, state, local, and international returns, drive tax planning initiatives, and develop high-performing professionals, while helping firm growth and client retention in a fast-paced environment.

The role requires a CPA, a Bachelor's in Accounting/Finance, 7–10 years of progressive tax experience, and a

Qualifications

• Bachelor's degree in Accounting or Finance.
• Active CPA license is required.
• Master's degree in Taxation or Accounting is preferred.
• 7–10 years of progressive tax experience.
• Experience leading tax professionals and client engagements.
• Strong knowledge of federal, state, local, and international tax rules.

Responsibilities

• Provide strategic leadership for the tax practice and engagements.
• Mentor and develop tax professionals at all levels.
• Review complex federal, state, local, and international returns.
• Ensure compliance with tax laws, standards, and firm policies.
• Serve as a technical resource on tax matters and regulatory updates.
• Lead sophisticated tax planning to minimize liabilities.
• Advise on mergers, restructurings, and strategic tax matters.
• Manage audits, examinations, and controversy matters.
• Oversee ASC 740 provision and reporting when applicable.
• Build strong client relationships and pursue new business.
• Drive process improvements and practice development.

Skills

Leadership

Communication

Tax planning

Client management

Analytical thinking

Problem solving

Business development

Strategic thinking

Education

Bachelor's in Accounting/Finance

Active CPA license

Master's in Taxation/Accounting

Tools

CCH Axcess

ONESOURCE

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

At KLB Advisors, you'll join a collaborative team of accounting, tax, and advisory professionals dedicated to helping individuals, businesses, and nonprofit organizations achieve their financial goals. With a longstanding reputation for personalized service and trusted client relationships, the team combines deep technical expertise with a commitment to integrity, innovation, and exceptional client care.

What You’ll Do

The Senior Tax Manager provides strategic leadership for the tax practice and serves as a trusted advisor to clients, firm leadership, and team members. This role oversees complex tax engagements, ensures compliance with evolving tax regulations, drives tax planning initiatives, and develops high‑performing tax professionals. The Senior Tax Manager plays a key role in practice growth, client retention, and delivering innovative solutions that help clients achieve their financial and business objectives.

• Provide strategic leadership and direction for tax services, client engagements, and practice operations.
• Lead, mentor, and develop tax professionals at all levels, including managers, seniors, and staff.
• Review and oversee complex federal, state, local, and international tax returns for individuals, partnerships, corporations, trusts, and other entities.
• Ensure compliance with applicable tax laws, regulations, professional standards, and firm policies.
• Serve as the firm's technical resource on complex tax matters, regulatory updates, and tax law changes.
• Develop and implement sophisticated tax planning strategies that help clients minimize tax liabilities and achieve business objectives.
• Advise clients on complex transactions, mergers and acquisitions, restructurings, and other strategic tax matters.
• Manage federal, state, and local tax audits, examinations, and tax controversy matters.
• Serve as the primary liaison with taxing authorities and oversee the resolution of audit findings and tax disputes.
• Oversee income tax provision and reporting processes, including ASC 740 compliance, when applicable.
• Build and maintain strong client relationships while serving as a trusted business advisor.
• Identify opportunities to expand client relationships and develop new business opportunities.
• Participate in proposal development, networking activities, and practice development initiatives.
• Drive process improvements, technology adoption, and operational efficiencies across the tax function.
• Collaborate with firm leadership to support strategic growth initiatives and practice development goals.

What You’ll Bring

• Bachelor's degree in Accounting, Finance, or a related field required.
• Active CPA license required.
• Master's degree in Taxation, Accounting, or a related field preferred.
• Minimum of 7-10 years of progressive tax experience.
• Significant leadership experience managing tax professionals and client engagements.
• Extensive experience in public accounting, corporate tax, or a combination of both preferred.
• Strong expertise in federal, state, local, and international tax regulations.
• Advanced knowledge of tax compliance, tax planning, and tax advisory services.
• Experience managing complex tax audits, examinations, and controversy matters.
• Knowledge of ASC 740 and tax provision reporting requirements preferred.
• Proficiency with tax software such as CCH Axcess, ONESOURCE, or similar platforms.
• Strong analytical, strategic-thinking, and problem-solving capabilities.
• Demonstrated business development and client relationship management experience.
• Exceptional leadership, coaching, presentation, and negotiation skills.
• Excellent verbal and written communication skills with the ability to communicate effectively with executives, business owners, and stakeholders.
• Proven ability to manage multiple priorities, engagement teams, and client deadlines in a fast-paced environment.

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

$120,000 - $130,000 USD

Applicant Privacy Notice

By applying for a position with Archer Lewis, you acknowledge that we may collect, use, store, and process your personal information for recruiting, hiring, legal compliance, and employment-related business purposes. We do not sell candidate personal information. For privacy-related questions or requests, please contact [e-mail].

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.

Work Authorization Requirement

Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.