Client Advisory Services Associate

About The Role

As a member of the Accounting Services team, the Associate works with clients to develop a program for success. Supported by a talented management team, the Associate will develop relationships with our clients and perform a variety of crucial functions while exhibiting the following skills:

  • City, County, and State tax reporting

  • A/P, A/R, payroll preparation

  • Bank, credit card and investment reconciliations

  • Annual accounting services (1099, W-2 preparation, etc.)

  • Assisting clients with reporting and updates

This position has the capacity for upward growth and job expansion.

Working At The Doty Group

Our team members are recognized. Along with competitive salaries, full time employees enjoy a robust benefits package that includes health, dental, vision, vacation, sick leave, and a plan for retirement. We appreciate a balance between work and life by supporting community involvement, providing a staff break room that is the envy of all offices, knowing how and when to take well-earned team breaks, and hiring the best and brightest co-workers to create a positive and upbeat work experience.

Qualified candidates will meet the following minimum requirements:

  • Associates degree in Accounting

  • 2+ years of bookkeeping experience

  • Advanced knowledge and experience with QuickBooks (Desktop and QBO)

  • Ability to embrace technology and willingness to learn new software applications

  • Spectacular attention to detail

  • Strong communication skills

  • Positive attitude with desire to work within a team environment

Typical work hours for this full time position are Monday through Friday from 8am to 5pm.