Overview
This role involves leading a team of bookkeeping professionals within a technology-driven accounting firm specializing exclusively in the real estate industry. The organization provides automated back-office financial operations for property management companies, real estate investors, and construction companies, managing over 130,000 units and 30 million commercial square feet.
Responsibilities
- Lead, coach, and mentor a team including Account Managers, Senior Bookkeepers, and Bookkeepers.
- Manage a portfolio of 25+ clients, ensuring delivery exceeds agreed scopes of work.
- Oversee timely and accurate completion of bank reconciliations, accounts payable, and financial statement close processes.
- Develop and maintain strong client relationships with timely communication (responses within 24 hours).
- Review and approve month-end close packages prepared by team members.
- Onboard new clients, identifying and proposing solutions to correct client books.
- Develop month-end checklists and timelines to ensure timely close.
- Provide support and answer questions from team members and clients.
- Create and maintain process documentation (SOPs) for clients.
Requirements
- Bachelor’s degree in Accounting or Finance.
- Minimum 7 years of accounting/finance experience, preferably in real estate investment or property management.
- At least 4 years experience with AppFolio or Yardi software.
- Proven ability to manage and lead teams both domestically and internationally.
- Strong client-facing skills with a passion for client service.
- Certified Public Accountant (CPA) or equivalent experience preferred but not required.
- Detail-oriented, organized, proactive, and able to multitask effectively.
- Passion for real estate and delivering accurate financial records and business insights.
Preferred Qualifications
- Extensive expertise in AppFolio or Yardi.
- CPA certification.
- Entrepreneurial mindset with ownership of client portfolios.
- Experience managing multiple clients and projects simultaneously.
- Real estate experience beyond accounting.
- Familiarity with Slack, ClickUp, and Google Suite.
- Knowledge of real estate tax implications.
- Strong problem-solving skills and ability to improve efficiency.
- Ability to maintain a positive and collaborative attitude during high workload periods.
Compensation & Benefits
- Competitive salary with performance-based incentives.
- Comprehensive health insurance (medical, dental, vision) fully covered for employee and family.
- Up to 4% matching contribution to 401(k) plan.
- Unlimited paid time off.
- 100% remote position with flexible work arrangements.
Location