Real Estate Senior Accountant

Overview

We are a 100% virtual CPA firm with a team located all over the United States. We serve Real Estate Investors, Syndicates, and Fund Managers in a real estate niche. Our team is passionate about real estate, owns investment properties, and is involved in real estate businesses.

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We innovate in tax services and firm culture with work-life integration, using the best technology and automation. We provide unlimited vacation and sick days, autonomous work environment, health insurance and 401(k) matching, and ongoing training.

As a Real Estate Senior Accountant, you will report to an Accounting Manager and primarily review financial statements prepared by associates in Quick Books and other accounting software. You will deliver these financials and provide guidance to clients who are real estate investors and small business owners. Senior Accounting Associates will provide technical input on tax and accounting issues, train and supervise less experienced staff, and nurture client relationships.

In our dynamic, growth-driven environment, team members who thrive are self-starters with excellent prioritization and organizational skills. They manage multiple deliverables and staff, work efficiently and autonomously under deadlines, and adapt to changing focus. They are growth-driven, eager to develop and continue learning. They raise concerns and propose solutions. They have strong communication skills and are confident talking to clients or team members via Zoom, phone, or email.

Salary Range: $73,000 - $90,000

• Supervise a team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance.
• Demonstrate a working knowledge of the accounting framework by reviewing the work of staff accountants and providing individualized feedback and review notes for the team's betterment.
• Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships.
• Confidently and comfortably consult with clients regularly via video conference, phone call, or email and, when needed, resolve concerns.
• Become a trusted advisor to our clients on best accounting practices and process building, and offer other firm services as needed to help them achieve their goals.
• Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis.
• Lead efficient client onboarding utilizing project management tracking to ensure a smooth and satisfactory client experience.
• Within our firm, help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environment.
• At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation.

• Happiness ratings of clients using Net Promoter Scoring and client feedback
• Accuracy and quality of financials through a formal review process and comments
• Efficient management and timely production of deliverables through metric tracking
• Implementation of firm improvements (number, type, impact)
• Team happiness through upward feedback reviews and engagement metrics

• While this is a remote position, the standard workday is expected to be observed
• Clean background when on video conferences
• No noise in the background
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• Company laptop provided
• Tech reimbursement for computer/tech accessories provided
• Travel will be expected up to twice per year for team-building events.

• You re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You re humbly confident and assume good intentions from others
• You re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You take ownership of your work and your clients and drive projects to the finish line
• You love working with and speaking to clients, delivering results, and improving their businesses

• Bachelor s or Master s in Accounting from an accredited college or university.
• Minimum of 2-3 years senior-level review experience, preferably with real estate and small business clients.
• Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables and drive company culture and expectations.
• Extensive experience with Quick Books Online, Yardi, and other property management software.
• Knowledge of entity types, entity structuring, and entity transactions.
• High…