Associate

About the Role

As an Associate at DS CPA Financial Solutions, you will support daily accounting and tax-related activities for a variety of clients. This full-time hybrid role is based in Miami, FL, with the flexibility to perform some tasks from home.

Key Responsibilities

• Preparing and reviewing financial records.
• Assisting with tax return preparation and filings.
• Maintaining accurate bookkeeping.
• Reconciling accounts.
• Communicating with clients to gather documentation, answer routine questions, and provide status updates.
• Collaborating with senior team members.
• Using accounting and tax software.
• Helping ensure compliance with federal, state, and local regulations.
• Contributing to process improvements.
• Assisting with special projects during busy seasons.

Requirements & Tech Stack

• Proficiency with accounting and office software, including common accounting platforms (e.g., QuickBooks or similar), spreadsheets, and document management tools.
• Strong accounting and bookkeeping skills, including experience with general ledger maintenance, account reconciliation, and financial recordkeeping.
• Tax preparation and compliance skills, such as familiarity with individual and business tax returns, basic tax law concepts, and documentation requirements.
• Analytical and organizational skills, including attention to detail, ability to prioritize tasks, and capability to manage multiple client engagements.
• Effective communication and client service skills, including clear written and verbal communication, professionalism in client interactions, and a collaborative mindset.

Qualifications

• An associate or bachelor’s degree in Accounting, Finance, or a related field, or equivalent practical experience.
• Prior experience in a public accounting or tax firm is beneficial.
• Knowledge of Miami/Florida tax and regulatory environment is beneficial.
• Progress toward professional certifications (e.g., CPA, EA) is a plus.