A Career Where You Can Grow, Lead, and Make an Impact
At Doherty & Associates, we have a great small business family like environment that enables our employees to gain a wide array of experience. At D&A your not stuck with the same daily monotonous routine, here you have the opportunity to have a voice as an employee, be the face of the brand and really drive your own personal success by being a direct influence on the company’s direction. We have a work hard, play hard type of environment. Please only apply if you are a driven, personable professional with passion, high energy and a sense of humor.
All employees are offered medical and dental Benefits, Simple IRA, and vacation time.
Join Our Team As A CPA At Doherty & Associates!
Doherty & Associates is searching for the perfect candidate that is looking to make a difference. If you are someone that wants to be a major part of a growing firm where you can make a difference managing a small team of accountants for accounting and tax preparation you have found the perfect company to work for!
Requirements: licensed CPA with a minimum of 5 yrs experience in servicing small to mid size corporate clients. Candidate must have previous management experience in this field. Software requirements, Ultra Tax, Microsoft Office Products and QuickBooks. Must have experience in computer network systems, electronic file storage and electronic processing. Must be reliable, dependable and work well with others.
Salary, benefits and many extra company perks!
Email resumes to hr@dohertyandassociates.com with the title as the subject line.
- Wealth and Estate Planning
- Asset Management
- Bill Payments
- Income Collection
- Management of taxable and tax-exempt income
- Estate and Trust Account Management
- Personal Banking and Reporting
- Principal & Income statements
- IRS Representation
- Personal banking / Daily Money Management Organization of bills & invoices, including scheduling timely payments and preparation of checks and wire transfers for client’s signature
- Reconciliation of bank and other financial accounts
- Receipt verification of all income sources
- Making timely bank deposits
- Auditing credit card statements and other statements for accuracy
- Communication with family members or professionals, such as lawyers, bank officers, or financial advisers
- Tracking financial activity
- Reviewing wills
- Planning for education and retirement needs
- Business succession planning, valuations and buy-sell agreements
- Preparation of estate and gift tax returns
- Full Tax Reporting & Planning
- Fiduciary Income Tax Returns
- Developing insurance and gifting strategies
- Personal Financial Statements
- Setting up trusts, such as revocable and irrevocable trusts and special-needs trusts
- Provide instruction to those who have interest in managing their household finances independently or more efficiently
- Sorting and reviewing mail
- Organizing files and paperwork. Maintaining organizational systems for easy information retrieval
- Prepare financial records for use in tax returns or estate planning
- Preparation of cash flow, investment and activity reports
- Troubleshooting account discrepancies with banking & credit institutions
- Preparation of computer records to track your spending and to assist in the filing of income tax returns
Become Part Of Our Team
Looking for a career where your skills truly matter and your voice is heard? Join Doherty & Associates—a place where you can grow professionally, make a real impact, and enjoy a dynamic, supportive work environment. If you’re a driven, personable professional with passion and a sense of humor, we want to hear from you. Explore our current openings and take the next step toward a rewarding career with us today!