US Accountant

Role Overview

If you love clean books, clear systems, and owning client relationships end-to-end—this role is for you.

As an Accounting Associate, you'll own your own book of bookkeeping clients, manage day-to-day accounting execution, and serve as a primary point of contact for client questions. This is a client-facing role built for an experienced QuickBooks professional who can work independently, communicate clearly, and keep books clean without hand-holding.

DiLucci CPA Firm has been serving business owners and real estate investors since 2005. For nearly two decades, we've built a reputation for doing accounting and tax differently—by prioritizing accuracy, communication, and proactive support instead of reactive clean-up. Our mission is to give clients clarity and confidence in their numbers so they can make better decisions year-round.

We hold ourselves to a high bar: Genuine Care, Great Communication, Speed to Learning, and Fun Tax Energy. We believe great bookkeeping is the foundation of great tax strategy—and that clients deserve both accuracy and responsiveness.

Key Responsibilities

Client Bookkeeping Ownership

• Manage and maintain an assigned book of bookkeeping clients
• Perform monthly and quarterly bookkeeping in QuickBooks Online
• Ensure accurate categorization, reconciliations, and financial reporting
• Maintain clean, audit-ready books aligned with firm standards

Client Communication & Support

• Serve as a primary point of contact for bookkeeping clients
• Communicate clearly and professionally with clients regarding transactions, questions, and follow-ups
• Proactively request missing information and resolve discrepancies
• Escalate issues appropriately when needed while maintaining client confidence

Back-End Bookkeeping Administration

• Handle bookkeeping-related admin tasks including transaction reviews, reconciliations, and documentation
• Maintain organized workpapers and supporting schedules
• Track and manage deadlines across multiple clients
• Ensure bookkeeping workflows are followed consistently and efficiently

Quality Control & Firm Collaboration

• Maintain high accuracy and consistency across all client files
• Collaborate with tax, planning, and internal teams as needed
• Identify inefficiencies or recurring issues and suggest process improvements
• Uphold firm values through accountability, responsiveness, and attention to detail

Role Expectations

• Independently manage a full bookkeeping client load
• Maintain timely and professional client communication
• Deliver consistently accurate financials with minimal rework
• Meet deadlines and proactively communicate if issues arise
• Operate with minimal oversight while following firm systems

Requirements

• 3+ years of US bookkeeping or accounting experience
• 3+ years of QuickBooks Online
• Strong understanding of reconciliations, categorization, and financial reporting
• Proven experience managing bookkeeping clients independently
• Excellent written and verbal client communication skills
• Highly organized, detail-oriented, and dependable
• CPA is a plus.

DiLucci CPA Firm Core Values

• Genuine Care – Clients trust us with their businesses, and we take that seriously
• Great Communication – Clear, proactive, and timely
• Speed to Learning & Implementation – We adapt quickly and improve constantly
• Fun Tax Energy (FTE) – Yes, even bookkeeping