Real Estate Senior Accountant

Hall CPA LLC•Atlanta, GA

19d•$73,000 - $90,000•Remote

About The Position

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, talented team members thrive. We combine a strong culture with strong performance. We use best-in-class technology and automation, offer unlimited vacation and sick time, provide health insurance and 401(k) matching, and invest in ongoing training and development. Our environment is autonomous, collaborative, and growth-driven.

Requirements

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
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

Nice To Haves

Public accounting experience preferred
CPA not required, but will be compensated according to credentials and experience

Responsibilities

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