Senior Associate- Client Accounting Services, Real Estate
About the role
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Responsibilities
- Prepare and deliver monthly financial reporting package for each assigned property
- Maintain accounting records for ownership entities holding real estate assets
- Monitor compliance of certain ownership, debt and other agreements
- Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
- Prepare and analyze periodic excess net cash flow distribution calculations
- Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
- Prepare data to support the annual financial statement audit and preparation of tax returns
- Assist in preparation and review of annual budget
- Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
- Input and setup all new leases and lease renewals in property management software
- Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
- Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
- Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Qualifications
- Bachelor’s degree in accounting
- Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
- Development/Construction accounting background is preferred
- Intermediate to advance with MS Office software/Excel
- Experience with MRI or Yardi preferred
- Excellent analytical, technical and problem solving skills, with strong attention to detail
- Exceptional verbal and written communication, collaboration, and time management skills
- Eligibility to work in the U.S., without sponsorship, highly preferred