Tax Associate

DiMercurio Advisors LLC.; Orlando (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

Paid time off

Parking in downtown Orlando

License/certification reimbursement

Job summary

DiMercurio Advisors LLC. in Orlando, Florida seeks a Tax Associate to assist with tax compliance, planning, and advisory services for small business owners. You will work with clients, support tax notices, and develop both technical tax expertise and client advisory skills.

The role offers hybrid work with in-office days and remote work, mentorship from senior tax professionals, and a pathway toward Senior Tax Associate as the firm grows.

Qualifications

• 1–3 years of tax preparation experience in public accounting, corporate tax, or related field.
• Experience preparing Forms 1040, 1065, and 1120-S.
• Proficiency in Excel and tax software; ability to learn new systems quickly.

Responsibilities

• Prepare and review individual, partnership, and S corporation tax returns (1040, 1065, 1120-S).
• Assist clients with quarterly estimated tax calculations and year-end planning.
• Prepare tax workpapers and supporting documentation for filings.
• Analyze financial statements to identify tax issues and opportunities.
• Communicate with clients to gather information and provide updates.
• Research federal, Florida, and multi-state tax laws and regulations.
• Collaborate with senior tax professionals on complex planning projects.
• Utilize CCH Axcess Tax and other firm platforms to improve efficiency.

Skills

Tax preparation

Tax compliance

Excel

Education

Bachelor's degree in Accounting or Finance

Tools

CCH Axcess Tax

Job description

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.

What You'll Do

As a Tax Associate, your responsibilities will include:

• 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.

What We're Looking For

Technical Qualifications

Preferred qualifications include:

• 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.

Professional Skills

Successful candidates demonstrate:

• 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.

Education & Credentials

Required

• Bachelor's degree in Accounting, Finance, or a related field.

Preferred

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

What You'll Gain

At DiMercurio Advisors, we invest heavily in the development of our team members. As a Tax Associate, you'll have the opportunity to:

• 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.

Travel

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

Work Schedule & Location

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

Hybrid Schedule

In-Office (3 Days Per Week)

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

Remote (2 Days Per Week)

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

About DiMercurio Advisors

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 Entrepreneurial Ventures

We focus on building long-term relationships based on trust, education, and proactive guidance.

Our Mission

To empower business owners to succeed by simplifying complex financial information.

Our Core Values

• Be Transparent
• Empower Through Education
• Adapt to Change
• Seek to Understand
• Think Like an Owner

Why Join Us?

Culture is at the heart of everything we do. We believe accountability builds trust, education creates confidence, and diverse perspectives produce better solutions.

Our team members are encouraged to take ownership of their work, continuously learn, and contribute ideas that improve both the client experience and the firm.

Benefits May Include

• 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.

Many new employees tell us:

"I've never seen a company support their team like this before."

If you're looking for a firm where you can grow your career, make a meaningful impact, and work alongside people who genuinely care about your success, we'd love to meet you.