Real Estate Senior Accountant - Setup Specialist

Overview

This fully virtual CPA role supports a real estate niche accounting practice serving Real Estate Investors, Syndicates, and Fund Managers. The organization is seeking a Senior Accountant to review financial reporting, lead and supervise a team of staff accountants, and maintain strong client relationships while delivering financials via virtual meetings and email.

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 and build client relationships while recommending additional services when appropriate
• Provide prompt (same-day) responsiveness and keep supervisors, peers, and clients updated on project status; support a culture of accountability
• Assist with year-round projects designed to enhance client and employee experience, including client proposals, process improvements, efficiency and effectiveness committees, and development of training materials
• Lead efficient client onboarding using project management tracking to ensure a smooth, timely, and satisfactory client experience; ensure a clean year-end hand-off of client information to the tax team
• Complete administrative tasks applicable to the role, including maintaining accurate and up to date project information within the project management system, taking and appropriately storing adequate client notes, and adhering to project processes
• Identify and participate 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, including 2 years of experience as a Senior Accountant overseeing a team of staff accountants (recommended)
• QBO certified
• Strong ethics and commitment to client confidentiality
• Ability to deliver financial reporting and support client relationships in a fully remote environment

Preferred Qualifications

• CPA or CMA recommended or actively pursuing

Compensation & Benefits

• Compensation range: $73K - $90K
• Health insurance
• 401(k) matching
• Unlimited vacation and sick days
• Annual $500 tech reimbursement for computer/tech accessories
• Ongoing training

Remote Work Expectations

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

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 ability to tackle projects of greater complexity

Location

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