Senior Accounting Associate

At DiMercurio Advisors, our mission is to empower business owners to succeed by simplifying complex financial information.

As a Senior Accounting Associate, you'll be a trusted advisor to both our clients and our internal team. You will ensure our accounting work is accurate, timely, and meaningful while mentoring staff and helping clients better understand their financial information.

This role combines technical accounting expertise, project management, leadership, and client communication. Success isn't measured simply by completing accounting work—it's measured by helping clients make better business decisions with confidence.

In this role, you will:

• 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.
• Build trusted relationships by serving as a primary resource for client questions.
• Identify opportunities to improve client processes, internal workflows, and the overall client experience.
• Think critically and proactively, solving problems before they become issues.

What You'll Do

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.
• Assist 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

• Review monthly financial statements for accuracy, completeness, and consistency.
• Review account reconciliations and supporting schedules.
• Ensure work complies with firm standards and applicable accounting principles.
• Analyze financial statements for unusual fluctuations and investigate discrepancies.
• Review client books using firm diagnostic tools and recommend improvements.
• Assist with month-end and year-end closing processes.
• 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.
• Assist 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
• Other cloud-based accounting integrations

Microsoft Office

Advanced proficiency in:

• Excel
• Outlook
• Word

Experience with cloud-based project management systems is preferred.

Preferred Qualifications

• Experience working in a public accounting firm or Client Accounting Services (CAS) practice.
• Experience serving multiple clients simultaneously.
• Knowledge of small business accounting.
• Experience with real estate, professional service firms, creative businesses, or service-based companies is a plus.

Required Soft Skills

Successful team members demonstrate:

• 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
• CMA

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.
• 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 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, challenge ideas respectfully, and continually improve themselves and the experience we provide to our clients.