Tax Associate
About The Position
At DiMercurio Advisors, our mission is to empower small business owners by simplifying complex financial information. As a Tax Associate, you will play a key role in helping our clients navigate tax compliance, planning, and financial decision-making. This position is ideal for an accounting professional looking to build a long-term career in public accounting while gaining exposure to tax preparation, tax planning, client advisory services, and small business consulting. You'll work directly with business owners, collaborate with experienced advisors, and develop both technical tax expertise and trusted advisor skills. We're looking for someone who is detail-oriented, curious, accountable, and passionate about helping entrepreneurs succeed.
Requirements
- 1–3 years of tax preparation experience in public accounting, corporate tax, or a related field.
- Working knowledge of individual, partnership, and S corporation taxation.
- Experience preparing Forms 1040, 1065, and 1120-S.
- Strong attention to detail and commitment to producing accurate work.
- Proficiency in Microsoft Excel, including formulas, lookups, and data analysis functions.
- Experience with tax preparation software; CCH Axcess Tax experience is a plus.
- Ability to learn new systems and technology quickly.
- Strong verbal and written communication skills.
- Exceptional organization and time-management abilities.
- Ability to manage multiple projects and deadlines simultaneously.
- Critical thinking and problem-solving skills.
- Professionalism and accountability.
- Ability to work independently while collaborating effectively within a team environment.
- A commitment to continuous learning and professional growth.
- Bachelor's degree in Accounting, Finance, or a related field.
Nice To Haves
- CPA eligible or actively pursuing CPA licensure.
- Enrolled Agent (EA) credential or interest in pursuing EA certification.
- Previous experience in a public accounting environment.
Responsibilities
- Preparing and reviewing individual, partnership, and S corporation tax returns, including Forms 1040, 1065, and 1120-S.
- Assisting clients with quarterly estimated tax calculations and year-end tax planning opportunities.
- Preparing tax workpapers and supporting documentation to ensure accurate and complete filings.
- Analyzing financial statements and bookkeeping records to identify tax-related issues and opportunities.
- Communicating directly with clients to gather information, answer questions, and provide status updates.
- Researching federal, Florida, and multi-state tax laws and regulations.
- Assisting with tax notices, correspondence, and client inquiries.
- Collaborating with senior tax professionals on more complex tax planning and advisory projects.
- Utilizing CCH Axcess Tax and other firm technology platforms to improve efficiency and accuracy.
- Supporting process improvement initiatives and contributing to the continued growth of the Tax Team.
Benefits
- Casual work attire
- Paid & sick time bucket – 15 days (years 0 through 5), 20 days (year 6+)
- Every 5 years get 5 extra PTO days to use that year
- Medical, dental & vision insurance
- Long term disability insurance (company paid)
- Life insurance (company paid)
- Paid parking in downtown Orlando
- Reimbursement of costs associated with getting professional licenses & related certificates (CPA, EA, etc.)
- Paid time off to sit for professional licenses & related certificates
- Continuing education for professional licenses & related certificates (CPA, EA, etc.)
- Paid bereavement time off
- Paid jury duty time off
- 10 company holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, day after Thanksgiving, Christmas Eve, Christmas Day, day after Christmas, New Year’s Eve.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
