Senior Accounting Associate

Client Advisory & Relationship Management

Serve as the primary accounting contact for an assigned portfolio of clients.
Answer client questions through phone, email, and virtual meetings.
Explain accounting concepts in plain language for first-time business owners.
Aid clients in understanding financial performance and business trends.
Build long-term relationships based on trust, responsiveness, and education.
Identify opportunities where clients may benefit from additional advisory or accounting services.

Accounting & Financial Reporting

Deliver exceptional accounting services that are accurate, timely, and easy for business owners to understand.
Review financial work prepared by team members and coach them toward continuous improvement.
Analyze financial statements for unusual fluctuations and investigate discrepancies.
Complete complex accounting adjustments and journal entries when necessary.
Oversee cleanup projects and historical accounting corrections.

Leadership & Team Development

Review work prepared by Accounting Associates.
Provide constructive coaching and technical guidance.
Assist with onboarding and training new team members.
Answer accounting and software-related questions from staff.
Help establish best practices and standardized procedures across the department.
Foster a collaborative, learning-focused team environment.

Project & Workflow Management

Manage multiple client engagements simultaneously.
Assign and monitor work across team members.
Ensure deadlines are met while maintaining quality standards.
Communicate proactively with clients regarding project status and timelines.
Identify workflow bottlenecks and recommend process improvements.
Participate in internal initiatives to improve efficiency and client experience.

Technology & Process Improvement

Train clients and staff on Xero, QuickBooks Online, and integrated cloud applications.
Recommend technology solutions that improve accounting processes.
Troubleshoot accounting software issues.
Assist with implementation of new software and workflow automation.
Continuously evaluate firm processes for efficiency and scalability.

Required Technical Skills

• Accounting Expertise
• Strong understanding of GAAP and financial reporting concepts
• Advanced knowledge of the accounting cycle
• Experience preparing and reviewing monthly financial statements
• Strong understanding of adjusting journal entries, reconciliations, and month-end close
• Financial Statement Analysis
• Ability to analyze balance sheets, income statements, and cash flow statements
• Identify trends, anomalies, and potential issues requiring investigation
• Communicate financial insights clearly to clients
• Accounting Methods
• Thorough understanding of: Cash basis accounting, Modified cash basis accounting, Accrual accounting
• Understand how transaction timing impacts financial reporting
• Payroll
• Working knowledge of payroll processing
• Understand payroll tax compliance and reporting
• Experience working with third-party payroll providers
• Sales Tax
• General understanding of state sales tax requirements
• Ability to identify common compliance issues
• Experience reviewing sales tax reports and filings
• Budgeting & Forecasting
• Prepare basic budgets and forecasts
• Aid clients with budgeting processes
• Explain variances between actual and projected results
• Cloud Accounting Systems
• Advanced proficiency in one or more: Xero, QuickBooks Online
• Working knowledge of: Bill.com, Gusto, Hubdoc, Dext, Stripe, Shopify
• Microsoft Office
• Advanced proficiency in: Excel, Outlook, Word
• Experience with cloud-based project management systems is preferred

Required Soft Skills

• Exceptional written and verbal communication
• Strong client service mindset
• Professional judgment
• Critical thinking and problem-solving
• Attention to detail
• Accountability
• Organization and time management
• Adaptability
• Curiosity and continuous learning
• Ability to prioritize multiple deadlines
• Collaborative leadership
• Positive attitude and willingness to coach others
• Experience
• Minimum 4 years of progressive accounting experience
• Public accounting, outsourced accounting, or Client Accounting Services experience strongly preferred
• Experience reviewing the work of other accounting professionals preferred

Education

• Preferred: Bachelor's degree in Accounting
• Professional certifications are highly valued, including: CPA, EA

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 to 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.