Tax Associate

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.

• 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 work papers 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.

• 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.

• CPA eligible or actively pursuing CPA licensure.
• Enrolled Agent (EA) credential or interest in pursuing EA certification.
• Previous experience in a public accounting environment.

• Work directly with small business owners and entrepreneurs.
• Develop expertise in tax compliance and tax planning.
• Gain exposure to advisory and consulting engagements.
• Receive mentorship from experienced tax professionals.
• Build a clear path toward Senior Tax Associate and future leadership opportunities.
• Contribute to a growing firm where your ideas and impact matter.

Minimal travel may be required for client meetings, team events, or professional development opportunities.

We believe trust, flexibility, and communication are essential to a healthy workplace.

• Wednesday is a required in-office day.
• Typical office hours: 9:00 AM – 5:00 PM.

• Work from home or the office.
• Flexible scheduling available based on workload and team needs.

DiMercurio Advisors is a fast-growing accounting, tax, and advisory firm based in Orlando, Florida. We specialize in serving first-time business owners throughout Florida with annual revenues of $3 million or less.

Our clients operate in industries including:

• Real Estate
• Restaurants
• Professional Services
• Creative Businesses
• Side-Hustle and…