Your Future Team
Winterset Advisors LLC is a Columbus, Ohio–based advisory firm providing tax, accounting, and strategic financial services to individuals and closely held businesses. Known for its personalized, relationship driven approach, the firm focuses on delivering practical, forward‑looking solutions that support long‑term financial success. In 2025, Winterset Advisors joined Archer Lewis as part of the firm’s national alternative practice structure, enabling the firm to maintain its client‑focused culture while gaining access to expanded resources, operational support, and a broad network of specialized expertise across the Archer Lewis platform.
What You’ll Do
As a Senior Tax Accountant, you will lead complex tax and accounting engagements, ensuring deliverables are accurate, timely, and meet the highest standards of quality and compliance. You will serve as a trusted technical resource and mentor to team members, providing guidance and support to help develop talent and strengthen team performance. In addition, you will build and maintain strong client relationships, deliver proactive solutions to address client needs, and play an active role in improving processes, enhancing operational efficiency, upholding firm standards, and supporting leadership initiatives that drive the continued success and growth of the organization.
Accounting & Tax
Prepare and review individual and business tax returns
Oversee accounting matters and close processes
Lead tax research and apply guidance to client-specific scenarios
Support advanced tax planning and advisory work
Review financial statements and reconciliations for accuracy and compliance
Client Leadership
Serve as a trusted advisor and escalation point for clients
Proactively identify risks, opportunities, and improvements
Communicate complex accounting and tax matters clearly to clients, with senior team members' execution
Team Leadership & Quality
Ensure compliance with firm standards, policies, and deadlines
Provide technical guidance, coaching, and mentorship
Review work prepared by Accountants and Staff Accountants
Assist with onboarding and training of new members
What You’ll Bring
Bachelor’s degree in accounting
2-5+ years of relevant combined accounting and tax experience in a local or regional CPA firm
Proficiency in accounting and tax knowledge
Familiarity with accounting software (e.g., UltraTax) preferred
CPA Required
Strong technical accounting and tax knowledge
Demonstrated ability to apply accounting principles and exercise professional judgment
Strong analytical and problem-solving skills
Effective written and verbal communication skills, including client interaction
Ability to work independently and manage competing priorities
What We Offer
Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.)
Paid Parental Leave
401(k) Matching Program
Pre-Tax Commuter Benefits
Pet Insurance
Unlimited Flexible Time Off
7 Company‑Paid Holidays
Employee Assistance Program (EAP)
Eligible for an annual performance-based bonus of up to 5% of base salary, based on individual and company performance. #LI-Onsite
