Senior Accounting Associate

DiMercurio Advisors•Orlando, FL

13d•Hybrid

About The Position

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.

Requirements

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.
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.
Thorough understanding of: Cash basis accounting, Modified cash basis accounting, Accrual accounting.
Understand how transaction timing impacts financial reporting.
Working knowledge of payroll processing.
Understand payroll tax compliance and reporting.
Experience working with third-party payroll providers.
General understanding of state sales tax requirements.
Ability to identify common compliance issues.
Experience reviewing sales tax reports and filings.
Prepare basic budgets and forecasts.
Assist clients with budgeting processes.
Explain variances between actual and projected results.
Advanced proficiency in Xero or QuickBooks Online.
Working knowledge of Bill.com, Gusto, Hubdoc, Dext, Stripe, Shopify, or other cloud-based accounting integrations.
Advanced proficiency in Excel, Outlook, and Word.
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.
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.

Nice To Haves

Experience with cloud-based project management systems is preferred.
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.
Bachelor's degree in Accounting.
Professional certifications are highly valued, including: CPA, EA, CMA.
Support for obtaining professional certifications is provided.

Responsibilities

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.
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.
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.
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.
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.

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