The posting
Position Overview
At DiMercurio Advisors, our mission is to empower business owners to succeed by simplifying complex financial information.
As an Accounting Associate, you will play an important role in delivering accurate, timely, and understandable financial information to our clients. You will work directly with clients and alongside experienced accounting professionals to maintain client books, prepare financial statements, resolve accounting issues, and support month-end and year-end accounting processes.
This role is ideal for an accounting professional who wants to strengthen their technical skills, gain experience managing multiple client relationships, and continue developing toward a senior-level accounting position.
Success in this role isn't measured simply by completing tasks—it's measured by producing accurate work, meeting commitments, communicating proactively, and helping make financial information easier for business owners to understand.
In This Role, You Will
- Deliver accurate and timely accounting services for an assigned group of clients.
- Maintain client accounting records and prepare monthly financial statements.
- Reconcile balance sheet accounts and investigate discrepancies.
- Communicate with clients regarding questions, missing information, and accounting needs.
- Identify unusual transactions or financial activity that requires additional review.
- Work closely with Senior Accounting Associates and other team members to resolve accounting issues.
- Continuously develop your technical accounting, software, and client service skills.
- Look for opportunities to improve accounting processes and the overall client experience.
What You'll Do
Client Service & Communication
- Communicate with clients through phone, email, and virtual meetings.
- Respond to routine client accounting questions in a professional and timely manner.
- Request documentation and information needed to complete accounting work.
- Explain basic accounting concepts in clear, easy-to-understand language.
- Keep clients informed regarding outstanding items, deadlines, and project status.
- Build positive client relationships through responsiveness, accuracy, and professionalism.
- Escalate complex accounting or advisory questions to Senior Accounting Associates or managers when appropriate.
Accounting & Financial Reporting
- Maintain accurate accounting records for assigned clients.
- Prepare monthly financial statements, including balance sheets and income statements.
- Complete bank, credit card, loan, payroll, and other balance sheet reconciliations.
- Prepare supporting schedules and workpapers.
- Record adjusting journal entries and routine month-end entries.
- Review general ledger activity for accuracy and proper classification.
- Research unusual transactions and resolve discrepancies.
- Assist with month-end and year-end closing processes.
- Assist with accounting cleanup projects and historical corrections.
- Use firm diagnostic tools and established review procedures to identify potential accounting issues.
- Prepare financial information for review by Senior Accounting Associates and managers.
- Maintain organized and complete documentation supporting accounting work.
Payroll & Sales Tax
- Record and reconcile payroll activity.
- Review payroll reports for accuracy and identify discrepancies.
- Work with third-party payroll providers when necessary.
- Assist with payroll-related accounting and reconciliations.
- Prepare or assist with sales tax reports and filings.
- Identify potential sales tax issues and escalate questions when additional research is needed.
Budgeting & Financial Analysis
- Assist with preparing basic client budgets and forecasts.
- Compare actual financial results to budgets and prior periods.
- Identify significant fluctuations or unusual activity.
- Assist senior team members with researching financial variances.
- Develop the ability to identify trends and communicate basic financial observations to clients.
Project & Workflow Management
- Manage accounting responsibilities across multiple client engagements.
- Complete assigned work within established deadlines.
- Maintain accurate task status and documentation within the firm's project management system.
- Communicate proactively when additional information is needed or deadlines may be impacted.
- Prioritize assignments based on client deadlines and firm expectations.
- Participate in team meetings and collaborate with other accounting professionals.
- Identify recurring workflow challenges and suggest opportunities for improvement.
Technology & Process Improvement
- Work within Xero, QuickBooks Online, and other cloud-based accounting platforms.
- Assist clients with routine accounting software questions.
- Troubleshoot common accounting software issues.
- Learn and utilize applications that integrate with client accounting systems.
- Follow established firm processes while identifying opportunities to improve efficiency.
- Participate in training related to accounting systems, automation, and firm technology.
Required Technical Skills
Accounting Knowledge
- Solid understanding of basic accounting principles.
- Understanding of debits, credits, and the accounting cycle.
- Experience preparing or maintaining general ledger accounts.
- Understanding of bank and balance sheet reconciliations.
- Ability to prepare routine adjusting journal entries.
- Familiarity with month-end closing procedures.
- Basic understanding of financial reporting concepts and GAAP.
Financial Statements
Ability to prepare and understand:
- Balance sheets
- Income statements
- General ledgers
- Trial balances
- Supporting schedules
Ability to identify unusual balances, transactions, and fluctuations requiring additional investigation.
Accounting Methods
Working knowledge of:
- Cash basis accounting
- Modified cash basis accounting
- Accrual accounting
Understand the basic differences between accounting methods and how transaction timing affects financial reporting.
Payroll
- Basic understanding of payroll accounting.
- Ability to record and reconcile payroll transactions.
- Familiarity with payroll taxes and payroll reporting.
- Experience working with third-party payroll providers is preferred.
Sales Tax
- Basic understanding of sales tax concepts.
- Ability to prepare or assist with sales tax reports and filings.
- Ability to identify potential compliance issues requiring additional review.
Cloud Accounting Systems
Proficiency in one or more of the following is preferred:
- Xero
- QuickBooks Online
Experience with or willingness to learn:
- Bill.com
- Gusto
- Hubdoc
- Dext
- Stripe
- Shopify
- Other cloud-based accounting applications and integrations
Microsoft Office
Proficiency in:
- Excel
- Outlook
- Word
Experience with cloud-based project management systems is preferred.
Preferred Qualifications
- Experience working in a public accounting firm, outsourced accounting environment, or Client Accounting Services (CAS) practice.
- Experience working with multiple clients simultaneously.
- Knowledge of small business accounting.
- Experience with Xero or QuickBooks Online.
- Experience with real estate, restaurants, professional services, creative businesses, or other service-based companies is a plus.
Required Soft Skills
Successful Accounting Associates demonstrate:
- Strong written and verbal communication
- Client service mindset
- Attention to detail
- Accountability
- Critical thinking and problem-solving
- Organization and time management
- Ability to manage multiple deadlines
- Professionalism
- Adaptability
- Curiosity and willingness to learn
- Ability to receive and apply feedback
- Teamwork and collaboration
- Initiative
- Positive attitude
- Commitment to continuous improvement
Experience
- Minimum 1–2 years of accounting or bookkeeping experience preferred.
- Public accounting, outsourced accounting, or Client Accounting Services experience is a plus.
- Experience preparing monthly financial statements and account reconciliations preferred.
- Experience working with multiple clients or entities is preferred.
Education
Preferred:
- Bachelor's degree in Accounting, Finance, or a related field
Candidates currently completing an accounting degree or with equivalent relevant accounting experience may also be considered.
Professional certifications and continued professional development are encouraged.
Support for obtaining professional certifications is provided.
Travel
Minimal travel required.
Occasional client meetings or firm events may require local travel.
Location & Schedule
This is a hybrid position.
Office Schedule
- Three days per week in the Orlando office.
- Mondays & Wednesdays are required in-office collaboration days.
- Standard office hours: 9:00 AM – 5:00 PM.
Remote Schedule
- Two flexible work-from-home days each week.
- Flexible working hours with manager approval while meeting client and team commitments.
Benefits
- Casual work attire
- Hybrid work environment
- Paid Time Off:15 days annually (Years 0–5) 20 days annually (Year 6+)
- Additional 5 PTO days every five years of service
- Medical, dental, and vision insurance
- Company-paid long-term disability insurance
- Company-paid life insurance
- Paid downtown Orlando parking
- CPA, EA, and professional certification reimbursement
- Paid time to sit for professional licensing exams
- Continuing professional education
- Paid bereavement leave
- Paid jury duty
- Ten paid company holidays
- Weekly Lunch & Learn professional development sessions
- Quarterly State of the Company meetings and team happy hours
About DiMercurio Advisors
DiMercurio Advisors is a fast-growing accounting, tax, and advisory firm located in Orlando, Florida.
We specialize in serving businesses within:
- Real Estate
- Restaurants
- Professional Services
- Creative Industries
- Side Gig & Entrepreneurial Businesses
Our mission is simple:
Empower business owners to succeed by simplifying complex financial information.
Every member of our team contributes to this mission by building trusted relationships and making accounting understandable.
Our Core Values
- Be Transparent
- Empower Through Education
- Adapt to Change
- Seek to Understand
- Think Like an Owner
At DiMercurio Advisors, we believe accountability creates trust, education creates confidence, and great people build great businesses. We foster a collaborative environment where team members are encouraged to grow professionally, ask questions, challenge ideas respectfully, and continually improve themselves and the experience we provide to our clients.
