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.

Tax Manager

At Archford Accounting, we are looking for a dedicated and experienced Tax Manager to join our team and lead our client relationships.

As a tax manager, you will play a crucial role in maintaining compliance with tax regulations and delivering high-quality tax services to our clients. You will be instrumental in driving forward our commitment to providing excellent tax planning and consulting services.

About The Role

Archford Accounting is seeking a tax manager who will play a critical role in the primary management of client relationships and the formulation and implementation of tax advice. This role involves working closely with wealth advisors and other service professionals to provide excellent planning and consulting services. The tax manager will ensure project deadlines are met, manage the tax team, and oversee client service delivery.

Key Responsibilities

Team & Project Management

  • Lead and manage the tax team to ensure project deadlines are met and compliant with the latest tax laws
  • Delegate work to tax staff and review returns to ensure accuracy, timeliness, and compliance with federal, state, and local regulations
  • Facilitate and manage preparation and review of extensions, tax projections, and quarterly estimated tax payments
  • Supervise staff across multiple locations and provide mentoring and professional development 

Client Advisory & Relationship Management

  • Maintain and manage strong client relationships, ensuring high-quality service delivery
  • Sign off on all tax returns reviewed for individuals, businesses, and trusts, including but not limited to 1040s, 1120s, 1120S’s, 1065s, 1041s, and 990s
  • Respond to client inquiries in a timely fashion or delegate as appropriate
  • Build and sustain long-term relationships through proactive and strategic tax planning

Technical Expertise & Planning

  • Research, develop, and implement solutions to complex tax issues for individual and business clients
  • Coordinate closely with Archford wealth advisors to implement proactive tax planning and integrated tax-saving strategies for clients
  • Monitor industry developments and maintain continuing education requirements to ensure up-to-date tax knowledge

Firm Growth & Innovation

  • Assist in business development by converting prospective clients and expanding existing relationships
  • Contribute to firm-wide process improvements and policy enhancements
  • Provide suggestions and solutions to streamline tax workflows and increase operational efficiency

Qualifications & Experience

  • CPA certification
  • Minimum of 8 years of client-facing public accounting experience
  • Experience preparing and reviewing business tax returns a plus
  • Strong leadership skills and a team-orientation
  • Excellent verbal, written, and interpersonal communication skills
  • Strong client service orientation, motivated by helping people
  • 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: $88,000 – $132,000 annually

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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