Wealth Management Solutions

Wealth Management

Your goals deserve more than a one-size-fits-all approach.

We start by defining what matters most and tracking progress over time, building dynamic, personalized plans that adapt to change. Our process empowers your family with confidence and clarity to reach meaningful milestones at every stage of life.

Family Office

Uniting financial guidance with human understanding.

Through disciplined coordination across advisors and generations, we help families make confident decisions—today and far into the future.

Accounting Services

Accounting should support decisions, not simply record outcomes.

As a CPA-led, full-service accounting firm, we integrate with broader planning to help families and business owners reduce friction and move forward with confidence.

Business Services & Retirement Plans

Running a business means making high-stakes decisions that affect more than financial outcomes.

Archford Business Services help family founders and entrepreneurs navigate growth, transition, and complexity with clarity.

View All Solutions

We help families and business owners navigate complexity by coordinating wealth, tax, estate, and family dynamics. Each decision supports what matters most, across generations. Learn more about our solutions.

Company Overview

As trusted financial advisors, we take a strategic approach to wealth, tax, estate, and business planning, helping families make confident choices today while creating opportunities for your family’s future generations.

Meet The Team

Our team combines knowledge with a genuine commitment to helping your family succeed. As experienced financial advisors, we work with high-net-worth families and business owners preserve their legacy, navigate complexities, and create strategies that last and strengthen generations.

Career Opportunities

Archford Angels

The driving principle behind our business is and always will be to take care of others. Not only does that extend to our clients, but to our local community as well. Each member of the Archford team strives to be an angel in the lives of others, and the firm is thrilled to support them in that!

Archford Scholars

The Archford Scholar Program is a 12-week summer program. We provide college students with hands-on, invaluable experience they cannot receive in a classroom setting.

Recognition

Awards Over The Years

At Archford, we’re proud to be recognized for our commitment to excellence, community impact, and professional achievement.

Senior Tax Accountant

Archford Accounting is seeking a senior tax accountant who will play a critical role in assisting with the management of client relationships and the formulation and implementation of tax advice.

As a senior tax accountant, you will be responsible for processing client financials, preparing tax returns, and providing exceptional service to our clients. Your expertise will be vital in maintaining the high standards of tax services for which Archford Accounting is known.

About The Role

This role involves working closely with tax managers and other team members to ensure exceptional service delivery. The senior tax accountant will assist with processing client financials, correspondence, reports, data entry, and tax preparation for both individuals and businesses.

Key Responsibilities

Tax Preparation & Compliance

  • Prepare complex federal, state, and local tax returns for individuals, businesses, and trusts including but not limited to 1040s, 1120s, 1120S’s, 1065s, 1041s, and 990s
  • Prepare and review extensions, projections, and quarterly estimated tax payments
  • Analyze financial statements and supporting documentation to ensure accurate tax reporting
  • Input, research, and correct transactions in QuickBooks Online; reconcile accounts, make journal entries, and produce financial statements

Client Management & Advisory

  • Assist with managing client relationships and support tax managers in client communication and tax planning initiatives
  • Support the coordination of integrated tax-saving strategies with Archford wealth advisors
  • Research tax matters and clearly communicate findings in responses to notices from taxing authorities
  • Identify tax planning opportunities based on a deep understanding of client business and personal financials

Team Collaboration & Leadership

  • Assist colleagues with tax software and accounting platforms
  • Help implement best practices for process improvement and firm-wide efficiency
  • Flexibly prioritize and manage multiple projects, meeting deadlines with a high degree of accuracy

Professional Development & Firm Growth

  • Monitor developments in tax legislation and continue professional education to maintain and enhance tax knowledge
  • Provide insights and suggestions for refining firm policies and workflow enhancements

Qualifications & Experience

  • CPA certification
  • Minimum of 5 years of client-facing public accounting experience
  • Experience preparing business tax returns is a plus
  • Strong client service orientation and a team mentality
  • Excellent verbal, written, and interpersonal communication skills
  • Aptitude to understand client concerns, questions, and problems, and identify appropriate solutions
  • Proficiency in QuickBooks, UltraTax, Salesforce/CRM system, Microsoft Office 365, and Microsoft Outlook is preferred

About Archford

At Archford, we are driven by our guiding principles – Help Others, Become More, Share Success, and Unwavering Integrity. These values unify our team and inspire us to lead with purpose and innovation. What sets us apart is our holistic approach to client service, integrating wealth management, accounting, and consulting expertise to deliver customized solutions that support our clients’ financial well-being and personal growth. Joining Archford means being part of a highly credentialed, collaborative team dedicated to making a meaningful impact on the lives of others. We foster a supportive and engaging work environment where professionals are empowered to lead initiatives, grow in their careers, and contribute to our shared success.

Archford offers a competitive benefits package to eligible employees, including health, dental, vision, 401(k) retirement plan with matching contributions, life insurance, supplemental coverages, health savings and flexible spending account options, and ten paid holidays.

  • Paid Time Off (PTO) for vacation, sickness or personal time
  • Maternity and Paternity Leave
  • Support for continuing education and relevant designations
  • Business casual dress code
  • Company sponsored celebrations
  • Hybrid: in-office and remote work environment
  • Monday – Friday 8:00 AM – 5:00 PM
  • Increased hours during peak seasons

Salary Range: $60,000 – $90,000 annually

FLSA Status: Exempt

Archford provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Are you interested in joining the Archford Team?

Fill out the form to share your experience and interest in working with our team. For questions, please contact a.suggs@archfordcapital.com.

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