Real Estate Senior Accountant

About the role

We are a 100% virtual CPA firm with a team located all over the United States. Our team is passionate about real estate, owns investment properties, and is involved in real estate businesses.

Responsibilities

• Ownership mindset and follow-through
• Confident, kind communicator who enjoys working with clients
• Comfortable leading and mentoring team members
• Disciplined and energized by a fast-paced environment
• Committed to continuous learning and improvement
• Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns
• Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis
• Lead client onboarding and ensure a smooth transition into our processes
• 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
• Standard workday hours observed
• Professional video presence with business casual attire
• Minimal background noise during client interactions
• Travel up to two times per year for team events

Qualifications

• 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
• Extensive experience with QuickBooks Online, Yardi, and other property management software
• Knowledge of entity types, entity structuring, and entity transactions
• High level of technical ability with Microsoft Excel and Google Suite
• Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
• Effective written and oral communication skills and strong interpersonal skills

Benefits

• Company laptop and technology reimbursement provided

Pay

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

Schedule

Standard workday hours observed