Archer Lewis
Teams at Archer Lewis
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Professional Services • Consulting • Financial Services
Support daily administrative and operational functions for a tax and financial services firm: client communication, workflow tracking, document management, basic IT liaison, billing support, appointment scheduling, and office maintenance. Ensure accuracy, deadline adherence, and smooth coordination between staff, leadership, and clients in a fast-paced, client-focused environment.
Professional Services • Consulting • Financial Services
Manage complex business tax engagements (1120s, 1065s); serve as primary client contact; provide tax planning and guidance; assist with compilations/reviews; review junior staff work; handle tax notices and audits; and support workflow management during busy season.
Professional Services • Consulting • Financial Services
Provide bookkeeping and month/year-end close support, prepare journal entries, reconciliations, and financial reports; assist with individual and business tax returns, payroll, quarterly filings, client communication, and support senior team members on engagements.
