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 - $90,000 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