Senior Staff Accountant - Roberts Group

Posted Yesterday
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85718, Tucson, AZ, USA
In-Office
75K-105K Annually
Senior level
Professional Services • Consulting • Financial Services
The Role
Provide accounting and tax support by analyzing financial statements, applying GAAP, preparing individual/partnership/business tax returns, conducting tax research, communicating with clients, collaborating on complex engagements, managing multiple priorities, and identifying process improvements.
Summary Generated by Built In

Your Future Team

Roberts Group is based in Tucson, Arizona, and has a 35-year history of delivering high quality accounting services and building long standing client relationships through a personalized approach. Our firm serves a diverse client base across a wide range of industries and entity types, offering a full spectrum of services including audit, review and compilation, taxation, and consulting. With a strong reputation in the local market, we are known as trusted advisors to our clients. Through our partnership with Archer Lewis, the firm has expanded its capabilities with access to additional resources, enhanced technical expertise, and a broader professional network, furthering our ability to provide comprehensive and forward-looking solutions while maintaining our commitment to personalized client service.

What You’ll Do

In this role, you will support a range of accounting and tax activities while building foundational expertise and client-facing skills. You will analyze financial statements and records to identify discrepancies and recommend appropriate accounting treatments, ensure the accuracy and completeness of financial data, and assist with preparing tax returns for individuals, partnerships, and businesses. The position also involves conducting tax research, communicating findings and financial insights clearly to clients, and serving as a point of contact for assigned workflows. You will collaborate with senior team members on more complex engagements, manage multiple priorities and deadlines, and contribute to improving processes and overall operational efficiency.

  • Analyze financial statements and identify discrepancies, trends, and adjustments
  • Apply GAAP and firm standards to recommend appropriate accounting treatments
  • Ensure accuracy and completeness of financial records and supporting documentation
  • Prepare individual, partnership, and business tax returns
  • Identify tax issues and recommend solutions under senior guidance
  • Conduct tax research and apply findings to client engagements
  • Communicate directly with clients regarding financial and tax matters
  • Serve as a point of contact for assigned client workstreams
  • Collaborate with senior team members on complex engagements
  • Manage multiple assignments and prioritize deadlines effectively
  • Identify process improvements and contribute to operational efficiencies

What You’ll Bring

  • Bachelor’s degree in Accounting, Finance, or related field
  • 3+ years of relevant accounting or tax experience (internships included)
  • CPA or actively pursuing CPA preferred
  • Proficiency in Microsoft Excel
  • Familiarity with accounting software (e.g., CCH, Lacerte, UltraTax) preferred
  • Strong understanding of accounting principles and professional judgment
  • Analytical and problem-solving skills
  • Effective written and verbal communication skills
  • 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 CompanyPaid Holidays
  • Employee Assistance Program (EAP)
  • Base salary of $75,000-$105,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Archer Lewis Story

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 450 professionals, we serve 150,000+ businesses. 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

AN EQUAL OPPORTUNITY EMPLOYER: Archer Lewis is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Skills Required

  • Bachelor's degree in Accounting, Finance, or related field
  • 3+ years of relevant accounting or tax experience (internships included)
  • CPA or actively pursuing CPA
  • Proficiency in Microsoft Excel
  • Familiarity with accounting software (e.g., CCH, Lacerte, UltraTax)
  • Strong understanding of accounting principles and professional judgment
  • Analytical and problem-solving skills
  • Effective written and verbal communication skills
  • Ability to work independently and manage competing priorities
  • U.S. citizenship, U.S. permanent residency, or unrestricted U.S. work authorization (no sponsorship)
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The Company
700 Employees
Year Founded: 2024

What We Do

Archer Lewis is a national accounting firm providing comprehensive tax, accounting, and advisory services to small and midsize business owners across the United States. The firm offers a range of services, including tax preparation, bookkeeping, payroll, CFO support, and business valuation, combining the local accountability of trusted advisors with the resources and expertise of a large-scale national platform.

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