Prepare and maintain client general ledgers, including journal entries, account reconciliations, and supporting schedules to ensure accurate financial records.
Assist with monthly and quarterly close processes, including bank and account reconciliations, accruals, and prepaid/amortization schedules.
Support the preparation of GAAP-based financial statements and client reporting packages.
Perform day-to-day accounting activities within client systems, including QuickBooks, Xero, AppFolio, and BILL, ensuring data accuracy and completeness.
Support accounting for real estate entities, including property-level activity, lease-related transactions, and expense tracking.
Collaborate with team members and clients to obtain required information, resolve discrepancies, and meet engagement deadlines.
Follow established processes and controls, escalating issues as needed and contributing to process improvements to enhance efficiency and quality.
Requirements
Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree a plus.
CPA preferred
1-3 years of experience in public or private accounting, preferably with real estate industry experience.
Hands-on experience working within QuickBooks is required; experience with Xero and AppFolio is preferred.
Strong organizational skills and attention to detail
Ability to manage multiple assignments and deadlines
Clear, professional communication and customer service skills
Proficiency with Microsoft Excel and Word
Eagerness to learn, ask questions, and grow in a client‑facing environment
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options