Job Description

Are you ready to join one of the fastest-growing accounting firms in the nation?

At Archer Lewis, we're proud of our rapid growth and success as we seek to serve local businesses and their owners across the country. We're looking for passionate individuals to help us on our mission of freeing up our clients to focus on their passions. If you're seeking a rewarding career in a thriving firm where your expertise and contributions truly make an impact, Archer Lewis is the place for you.

Who We Are:

Archer Lewis is driven by the simple mission of helping local businesses and their owners spend less time on tax and accounting and more time on their passions. As one of the fastest-growing accounting firms in the country, we are delivering our exceptional client service to new clients every day. With a focus on integrity and humility, we've built a culture where our people are empowered to grow professionally and deliver value to clients across a variety of industries. As we expand our national footprint, we're dedicated to maintaining the highest standards of accounting while fostering an environment that supports teamwork, development, and career advancement.

Position Overview:

The Operations Associate plays a key role in ensuring the smooth day-to-day operations of our firm. This position directly supports the Office Manager and interacts frequently with clients, staff, and external partners. The ideal candidate is professional, highly organized, and comfortable managing multiple priorities in a fast-paced environment--especially during our busy season.

Key Responsibilities:

Provide excellent client service through timely and professional phone and email correspondence. Support the Office Manager with administrative and operational tasks, including scheduling, document management, and internal communications. Maintain and update client databases, ensuring accuracy and confidentiality. Assist with project workflow management, including tracking deadlines and deliverables. Coordinate incoming and outgoing client documents (electronic and physical). Help with office organization and supply management. Support seasonal needs such as tax-season client intake, file preparation, and workflow tracking.

Qualifications:

Strong communication and client-service skills (professional phone and email etiquette required). Prior experience in a professional office setting preferred; experience in accounting, finance, or other service industries is a plus. Experience with database management or project workflow systems (e.g., CRM, task-tracking software) is desirable. Excellent attention to detail, organization, and follow-through. Ability to manage multiple priorities and deadlines, especially during high-volume periods. Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new systems.

Benefits & Flexibility:

At Archer Lewis, we offer a comprehensive and competitive benefits package, including:Flexible Paid Time Off (FTO) Medical Insurance Dental Insurance Vision Insurance 100% Employer-Paid Short-Term Disability Insurance 100% Employer-Paid Long-Term Disability Insurance Health and Wellness Resources Career Development and Continuing Education Opportunities Collaborative, Growth-Oriented Work Environment

This job description is intended to describe the general nature of the work performed. Responsibilities may evolve based on business needs and the strengths and interests of the individual.