Real Estate Senior Accountant - Setup Specialist

Overview

The organization is seeking a Senior Accountant for a 100% virtual, real estate niche-focused CPA practice serving Real Estate Investors, Syndicates, and Fund Managers. Team members are located across the United States.

This role includes reviewing financial reports from associates, supervising a team of staff accountants, and supporting client relationships through delivery of financials via virtual meetings and email. You will also provide general accounting guidance to clients and act as a liaison between accounting and tax to support seamless year-end and tax preparation transitions.

Responsibilities

• Supervise a team of staff accountants to ensure quality and timely delivery of products by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance
• Adhere to professional ethics, including policies regarding client confidentiality
• Create, review, and deliver high-quality and timely financial statements, including dashboards, KPIs, and forecasting; maintain client relationships and recommend additional services where appropriate
• Provide same-day responsiveness and keep supervisors, peers, and clients updated on project status, promoting accountability
• Assist with various year-round projects designed to enhance client and employee experience, including client proposals, process improvements, committees focused on efficiency and effectiveness, and development of training materials
• Lead client onboarding using project management tracking to ensure a smooth, timely, and satisfactory client experience; ensure clean year-end hand-off of client information to the tax team
• Complete administrative tasks such as maintaining accurate, up-to-date project information within the project management system, taking and appropriately storing adequate client notes, and adhering to project processes
• Engage in relevant CPE opportunities to continuously enhance technical skills and stay current with evolving accounting processes

Requirements

• Bachelor’s degree in accounting from an accredited college or university
• Minimum of 3 years of relevant professional experience, with 2 years of experience as a Senior Accountant overseeing a team of staff accountants recommended
• QBO certified
• CPA or CMA recommended or actively pursuing

Preferred Qualifications

• Experience providing general accounting guidance to clients and coordinating with tax during year-end and tax preparation
• Demonstrated leadership and supervisory skills
• Strong time management and communication skills

Measures for Success

• Client NPS ratings averaging 9/10 or greater
• Timeliness of deliverables and workpapers, reflected by production metrics
• Accuracy of deliverables and workpapers, reflected by instant accounting feedback quality ratings maintaining less than 5% unsatisfactory in instant feedback quality ratings
• Development of technical skills, reflected in instant feedback quality ratings and the ability to tackle projects of greater complexity

Compensation & Benefits

• Compensation Range: $73K - $90K

Benefits and support include:

• Health insurance
• 401(k) matching
• Unlimited vacation and sick days
• Ongoing training
• Annual $500 tech reimbursement for computer/tech accessories

Expectations for Remote Work

• Clean background with no noise or distractions
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• Laptop provided

Location

• 100% virtual; team members located across the United States