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Remote Investment Associate Jobs in Florida (NOW HIRING)

DiMercurio Advisors

Tax Associate

Orlando, FL · On-site +1

$61K - $70K/yr

What You'll Gain At DiMercurio Advisors, we invest heavily in the development of our team members ... Remote (2 Days Per Week) * Work from home or the office. * Flexible scheduling available based on ...

L3HHCM20

Senior Associate, Finance

Melbourne, FL · On-site +1

$67K - $124K/yr

Melbourne, FL; Remote Opportunity Job Schedule: 9/80: Employees work 9 out of every 14 days ... Provide capital investment analysis as requested * Streamline and automate processes for ...

L3HHCM20

Senior Associate, Finance

Tallahassee, FL · On-site +1

$67K - $124K/yr

Melbourne, FL; Remote Opportunity Job Schedule: 9/80: Employees work 9 out of every 14 days ... Provide capital investment analysis as requested * Streamline and automate processes for ...

Ampacity, LLC.

Sales Associate

Tampa, FL · Remote

$80K - $85K/yr

The role is 100% remote. Pay Range: $80,000 - $85,000 What You'll Do * Qualify inbound leads and ... Real room to grow - we promote from within and invest in your development Equal Opportunity ...

Quanta Services

Sales Associate

Tampa, FL · Remote

$80K - $85K/yr

The role is 100% remote. Pay Range: $80,000 - $85,000 * Qualify inbound leads and conduct light ... Real room to grow -- we promote from within and invest in your development All qualified applicants ...

Ampacity, LLC.

Sales Associate

Tampa, FL · On-site +1

$80K - $85K/yr

The role is 100% remote. Pay Range: $80,000 - $85,000 What You'll Do * Qualify inbound leads and ... Real room to grow - we promote from within and invest in your development Equal Opportunity ...

4U Real Estate

Real Estate Agent

Saint Petersburg, FL · On-site +1

$40K - $250K/yr

This position can be fulfilled completely remote and does not require you to appear at showings, or ... The only requirement is an active Florida real estate sales associate license and a desire to ...

4U Real Estate

Real Estate Agent

Saint Petersburg, FL · On-site +1

$40K - $250K/yr

This position can be fulfilled completely remote and does not require you to appear at showings, or ... The only requirement is an active Florida real estate sales associate license and a desire to ...

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All JobsInvestment Associate JobsRemote Investment Associate JobsRemote Investment Associate Jobs in Florida

Remote Investment Associate information

What are the key skills and qualifications needed to thrive as a remote investment associate?

To thrive as a Remote Investment Associate, you need a solid understanding of financial markets, investment analysis, and portfolio management, typically supported by a degree in finance or a related field. Familiarity with financial modeling software, Bloomberg Terminal, and certifications like the CFA are highly valued. Excellent communication, self-motivation, and analytical thinking are crucial soft skills for effective collaboration and independent work in a remote environment. These skills ensure accurate investment recommendations, strong client relationships, and successful performance in a dynamic, virtual setting.

What is the difference between Remote Investment Associate vs Remote Financial Analyst?

AspectRemote Investment AssociateRemote Financial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are a plusBachelor's degree in finance, accounting, or related; CFA or CPA preferred
Work EnvironmentCollaborates with investment teams, conducts research, and supports portfolio management remotelyAnalyzes financial data, prepares reports, and forecasts remotely for corporate or investment firms
Employer & Industry UsageUsed by investment firms, private equity, and venture capital companiesCommon in banks, asset management, and corporate finance departments

Remote Investment Associates and Remote Financial Analysts share similar educational backgrounds and work remotely within finance sectors. However, Investment Associates focus more on supporting investment decisions and portfolio management, while Financial Analysts primarily analyze financial data and prepare reports. Both roles require strong analytical skills and relevant certifications, but their daily tasks and industry applications differ slightly.

How do remote investment associates typically collaborate with team members and clients given the virtual work environment?

Remote Investment Associates regularly use digital communication tools such as video conferencing, instant messaging, and project management platforms to coordinate with portfolio managers, analysts, and clients. They often participate in virtual meetings to discuss investment strategies, share research, and review client portfolios. Building strong relationships and maintaining clear, proactive communication are essential for successful collaboration in a remote setting. While the role offers flexibility, it also requires self-discipline and strong organizational skills to ensure seamless teamwork and client service.

What is a remote investment associate?

A Remote Investment Associate is a finance professional who supports investment teams in researching, analyzing, and managing investment opportunities, but works from a remote location rather than a traditional office. Their responsibilities typically include conducting market research, preparing reports, analyzing financial statements, and helping to execute investment strategies. Remote Investment Associates collaborate with their team using digital communication tools and are often employed by investment firms, private equity groups, or asset management companies. This role requires strong analytical skills, attention to detail, and proficiency in financial modeling and research. Remote work enables greater flexibility but also demands excellent time management and communication skills.
What are the most commonly searched types of Remote Investment jobs in Florida? The most popular types of Remote Investment jobs in Florida are:
What are popular job titles related to Remote Investment Associate jobs in Florida? For Remote Investment Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Remote Investment Associate jobs in Florida look for? The top searched job categories for Remote Investment Associate jobs in Florida are:
What cities in Florida are hiring for Remote Investment Associate jobs? Cities in Florida with the most Remote Investment Associate job openings:
Remote Investment Associate jobs near you

Tax Associate

DiMercurio Advisors

Orlando, FL • On-site, Remote

$61K - $70K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 13 days ago

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.

Apply