Job description

We are a 100% virtual CPA firm with our team located all over the United States. We are a real estate niche focused firm serving Real Estate Investors, Syndicates and Fund Managers. Our team has a passion for real estate and own investment properties themselves and are involved in real estate businesses.

We are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive. We are innovators of tax services and firm culture with work-life integration. We accomplish this by using the best technology and automation on the market, providing unlimited vacation and sick days, creating an autonomous work environment, holding engaging and ongoing training, and offering health insurance and 401(k) matching.

As a Senior Accounting Associate at our firm, you will report to one of our Accounting Managers and primarily be involved in high-level Controller and CFO level services for real estate investors and small business owners. Senior Accounting Associates will also provide technical input on tax and accounting issues, provide training to and supervise less experienced staff, and nurture client relationships.

Due to our dynamic and growth driven environment, team members who thrive at our firm are self-starters with great prioritization and organization skills. They have a proven track record of being able to successfully manage multiple deliverables at a time, are able to work efficiently and autonomously under deadlines, and are able to handle changes in focus with stride. They are growth driven, always looking to develop and continue learning. They raise concerns, but are also able to bring forward and act on solutions.They have strong communication skills and are confident and happy to talk to clients or other team members through Zoom, phone call or email.

Salary Range: $55,000 - $70,000

Areas of Responsibility

• Create and deliver quality and timely financial statements, including dashboards, KPIs, and forecasting to Controller and CFO clients while building and maintaining a strong client relationship.
• Become a trusted advisor to our clients for best accounting practices, process building and offer other firm services that could help them achieve their goals as needed.
• Provide other services to clients including overseeing bill-pay, payroll, payable and receivable entry, holding weekly or monthly oversight calls and providing ad-hoc reporting and analysis.
• Lead efficient client onboarding utilizing project management tracking to ensure a smooth and satisfactory client experience.
• Oversee team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity and providing training and guidance.
• Confidently and comfortably consult with clients regularly via video conference, phone call or email and, when needed, resolve concerns.
• Identify areas for opportunity and implement positive solutions utilizing collaboration, technology and automations to create a more efficient and effective work environment.
• Provide a seamless and clean hand-off of books to our tax team for tax return preparation.

Measures for Success

• Happiness ratings of clients using Net Promoter Scoring and client feedback
• Accuracy and quality of financials through formal review process and comments
• Efficient management and timely production of deliverables through metric tracking
• Implementation of firm improvements (number, type, impact)
• Team happiness through upward feedback reviews and engagement metrics

Expectations for remote work

• Clean background when on video conferences
• No noise in the background
• Business casual attire for client interactions
• Always use video (80% of communication is non-verbal)
• Laptop and tech reimbursement for computer/tech accessories provided

You’re a Good Fit For Our Culture If:

• You’re friendly, have a sense of humor, enjoy helping and teaching others, and speak kindly of others
• You’re humbly confident and assume good intentions of others
• You’re disciplined and thrive in a fast-paced environment that is in relentless pursuit of changing the accounting industry
• You take ownership of your work and your clients and drive projects to the finish line
• You love working with and speaking to clients, delivering results and improving their businesses

Required Education and Experience:

• Bachelor’s or Master’s in Accounting from an accredited college or university
• Minimum of 2-3 years real estate and small business accounting experience
• Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on-time.
• Effective written and oral communication skills and strong interpersonal skills
• High level of technical ability with Microsoft Excel

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

COVID-19 considerations:
We are 100% remote.

Education:

• Bachelor's (Preferred)

Experience:

• accounting: 2 years (Required)

License/Certification:

• CPA or CMA (Preferred)

Work Location: Remote

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