Real Estate Senior Associate

About the role

Individuals at this level generally have a minimum of two years of experience as a Real Estate Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam.

Responsibilities

• Possess technical knowledge and communication skills sufficient to supervise and train Real Estate Staff Associates
• Communicate well with clients, within the Real Estate area of expertise
• Begin acquiring the skills necessary to develop quality client relationships during the audit process and throughout the year
• If assigned primarily to bookkeeping, corporate and partnership tax return preparation engagements, the Senior Real Estate Associate is expected to:
• Expand their command of GAAP and apply it to the financials as necessary for investors
• Have a good command of common tax returns, including corporate, and partnership, or other tax returns prepared by the firm
• Assume responsibility for efficiently supervising Real Estate engagements within the firm
• Recognize additional opportunities to expand Real Estate service offerings to clients
• Have a strong ability to mentor Real Estate Associates and provide training and coaching
• Absorb and assist in the development of job budgets
• Maintain required CPE qualifications

Requirements

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Strong ability to mentor Real Estate Associates and provide training and coaching

Qualifications

• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Skills

• Technical knowledge and communication skills
• Supervisory and training abilities
• Client communication and relationship building
• GAAP and tax return preparation
• Teamwork and mentoring
• Financial analysis and budgeting
• Microsoft Office Suite proficiency
• CCH Axcess or similar products proficiency
• Oracle NetSuite proficiency
• Odoo ERP and CRM proficiency
• QuickBooks and tax preparation software proficiency

Benefits

• Salary

Pay

TBD

Schedule

TBD

Benefits

• TBD

Skills

• Technical knowledge and communication skills
• Supervisory and training abilities
• Client communication and relationship building
• GAAP and tax return preparation
• Teamwork and mentoring
• Financial analysis and budgeting
• Microsoft Office Suite proficiency
• CCH Axcess or similar products proficiency
• Oracle NetSuite proficiency
• Odoo ERP and CRM proficiency
• QuickBooks and tax preparation software proficiency

Qualifications

• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional items of note for advancement

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients