We are a 100% virtual CPA firm with a 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 is passionate about real estate, owns investment properties, and is 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, offering health insurance and 401(k) matching, and providing engaging, ongoing training.

As a Real Estate Senior Accountant at our firm, you will report to one of our Accounting Managers and primarily review financial statements prepared by associates in QuickBooks and other accounting software. Additionally, you will deliver these financials and provide guidance to clients who are real estate investors and small business owners. Senior Accounting Associates will also provide technical input on tax and accounting issues, train and supervise less experienced staff, and nurture client relationships.

In our dynamic, growth-driven environment, team members who thrive at our firm are self-starters with excellent prioritization and organizational skills. They have a proven track record of successfully managing multiple deliverables and staff simultaneously, working efficiently and autonomously under deadlines, and handling changes in focus with ease. They are growth-driven, always looking to develop and continue learning. They raise concerns but can also bring forward and act on solutions. They have strong communication skills and are confident and happy to talk to clients or other team members via Zoom, phone, or email.

Salary Range: $73,000 - $90,000

Areas of Responsibility

• Supervise a team of staff accountants to ensure quality and timely work product by clearing roadblocks, setting deadlines, managing capacity, and providing training and guidance.
• Demonstrate a working knowledge of the accounting framework by reviewing the work of staff accountants and providing individualized feedback and review notes for the team's betterment.
• Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships.
• Confidently and comfortably consult with clients regularly via video conference, phone call, or email and, when needed, resolve concerns.
• Become a trusted advisor to our clients on best accounting practices and process building, and offer other firm services as needed to help them achieve their goals.
• Provide additional services to clients, including conducting 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.
• Within our firm, help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environment.
• At year-end, provide a seamless and clean hand-off of client 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 a 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

• While this is a remote position, the standard workday is expected to be observed
• 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)
• Company laptop provided
• Tech reimbursement for computer/tech accessories provided
• Travel will be expected up to twice per year for team-building events.

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 from 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 senior-level review experience, preferably with real estate and small business clients.
• Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables and drive company culture and expectations.
• Extensive experience with QuickBooks Online, Yardi, and other property management software.
• Knowledge of entity types, entity structuring, and entity transactions.
• High level of technical ability with Microsoft Excel and Google Suite.
• 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.
• Public accounting experience preferred.
• CPA not required, but will be compensated according to credentials and experience