Senior Accountant - Controller & CFO Services

Overview

This 100% virtual, real estate-focused public accounting role serves as the outsourced controller/CFO for clients ranging from individual investors to complex, multi-entity portfolios. The position provides long-term client relationship ownership and involves leading a team of preparers and reviewers who manage day-to-day bookkeeping, supported by AI and automation.

Responsibilities

• Own the accounting relationship for assigned clients, including weekly check-in calls covering what’s happening in each portfolio, how it impacts the financials, and what happens next.
• Provide white-glove service with fast response times, closely managed accounts, and frequent client touchpoints.
• Deliver accurate monthly financials prepared by the team or through AI-assisted workflows, with quality review before results are delivered to clients.
• Support client decision-making using projections, ROI analysis, and cash flow forecasting; translate financial data into actionable insight.
• Proactively suggest ideas to streamline, grow, and improve client processes and systems before clients ask.
• Lead large onboardings, setups, and cleanups for clients transitioning into controller/CFO services, including transitions from prior accountants or systems.
• Take on customized engagements based on the client’s current business needs, applying research, critical thinking, and planning.
• Lead and develop preparers and reviewers, including offshore team members, with clear deadlines, direction, and feedback.

Requirements

• Bachelor’s degree in accounting.
• 5+ years of accounting experience in a client-facing role; prior controller, CFO, or public accounting experience in a similar role preferred.
• Experience supervising or reviewing the work of other accountants.
• Strong software experience with QuickBooks Online; property management software and cash flow portals preferred.
• Strong technical accounting knowledge, including how entity structures (LLCs, partnerships, S corps) affect financial reporting.
• Experience with budgeting, forecasting, cash flow analysis, and equity structures, including waterfall and distribution calculations.

Preferred Qualifications

• Experience with real estate accounting/portfolio reporting.

Compensation & Benefits

• Laptop provided.
• $500 annual tech reimbursement.

Location

• Remote (100% virtual).
• Video always on and business casual for client calls from a quiet, professional space.

Measures for Success

• Client NPS averaging 9/10 or greater.
• Long-term client retention.
• On-time, accurate monthly financials, with less than 5% unsatisfactory results in internal quality reviews.
• Team capacity and deadlines managed without last-minute escalations.
• Improvement or growth opportunities identified and delivered for clients.