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
