Salary Range: $73,000 - $90,000 You're a Good Fit For Our Culture If: • Ownership mindset and follow-through • Confident, kind communicator who enjoys working with clients • Comfortable leading and mentoring team members • Disciplined and energized by a fast-paced environment • Committed to continuous learning and improvement Areas of Responsibility • Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback • Review financial statements prepared by associates in QuickBooks Online and other accounting platforms • Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships • Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns • Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis • Lead client onboarding and ensure a smooth transition into our processes • Within our firm, we 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 • Standard workday hours observed • Professional video presence with business casual attire • Minimal background noise during client interactions • Travel up to two times per year for team events • Company laptop and technology reimbursement provided • Standard workday hours observedteam events 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 • 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