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.Salary Range: $73,000 - $90,000You’re a Good Fit For Our Culture If:Ownership mindset and follow-throughConfident, kind communicator who enjoys working with clientsComfortable leading and mentoring team membersDisciplined and energized by a fast-paced environmentCommitted to continuous learning and improvementAreas of ResponsibilitySupervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedbackReview financial statements prepared by associates in QuickBooks Online and other accounting platformsCreate, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationshipsServe as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concernsProvide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysisLead client onboarding and ensure a smooth transition into our processesWithin our firm, we help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environmentAt year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparationMeasures for SuccessHappiness ratings of clients using Net Promoter Scoring and client feedbackAccuracy and quality of financials through a formal review process and commentsEfficient management and timely production of deliverables through metric trackingImplementation of firm improvements (number, type, impact)Team happiness through upward feedback reviews and engagement metricsExpectations for remote work Standard workday hours observedProfessional video presence with business casual attireMinimal background noise during client interactionsTravel up to two times per year for team eventsCompany laptop and technology reimbursement providedStandard workday hours observedteam eventsRequired Education and Experience:Bachelor’s or Master’s in Accounting from an accredited college or universityMinimum of 2-3 years senior-level review experience, preferably with real estate and small business clientsMinimum 1-2 years of experience working with a team of staff accountants to produce quality deliverablesExtensive experience with QuickBooks Online, Yardi, and other property management softwareKnowledge of entity types, entity structuring, and entity transactionsHigh level of technical ability with Microsoft Excel and Google SuiteProven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on timeEffective written and oral communication skills and strong interpersonal skillsPublic accounting experience preferredCPA not required, but will be compensated according to credentials and experience
