Accounting Associate

Company Description Blue Heron CPAs is an award-winning Florida CPA firm focused on tax preparation and proactive retirement tax planning for retirees and individuals nearing retirement. The firm helps clients navigate Social Security taxation, required minimum distributions, Roth conversions, Medicare IRMAA, qualified charitable distributions, and estimated taxes. A CPA-led team delivers accurate tax preparation, multi-year planning, and clear, practical explanations through secure virtual appointments and document sharing. Blue Heron CPAs partners with financial advisors to coordinate tax strategies for their retired and retiring clients across Florida. The firm has earned local and professional recognition, including a 2026 Best of Clermont award and leadership honors for its Managing Partner.Role Description The Accounting Associate is a full-time, on-site role based in Orlando, FL. This role supports day-to-day accounting operations, including preparing and posting journal entries, assisting with financial statement preparation, and maintaining accurate general ledger records. The Accounting Associate helps reconcile accounts, organize supporting documentation, and coordinate with CPAs on client engagements related to tax preparation and retirement-focused planning. Responsibilities also include using accounting software to process transactions, generate reports, and ensure data integrity. The role involves collaborating with team members, responding to internal and client inquiries, and following established procedures to meet deadlines and compliance requirements.Qualifications Ability to prepare and review financial statements and related supporting schedules.Proficiency in recording and reconciling journal entries and maintaining general ledger accuracy.Strong analytical skills to interpret financial data, identify variances, and support problem-solving.Experience with accounting software and comfort adapting to new systems and tools.Foundational knowledge of finance and accounting principles, ideally in a public accounting or tax-focused environment.Attention to detail, organization, and the ability to manage multiple tasks and deadlines.Effective written and verbal communication skills and the ability to work collaboratively in an on-site team setting.Associate or bachelor’s degree in Accounting, Finance, or a related field preferred.Experience working with retirees or familiarity with individual tax concepts is a plus.