Real Estate Senior Associate

Individuals at this level generally have a minimum of two years of experience as a Real Estate Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam. Senior Real Estate Associates are expected to: 

• Know and understand the reasons behind firm policies and procedures  
• Possess technical knowledge and communication skills sufficient to supervise and train Real Estate Staff Associates 
• Be able to communicate well with clients, within the Real Estate area of expertise  
• Begin acquiring the skills necessary to develop quality client relationships during the audit process and throughout the year
• If assigned primarily to bookkeeping, corporate and partnership tax return preparation engagements, the Senior Real Estate Associate is expected to:
  • Expand their command of GAAP and be able to apply it to the financials as necessary for investors 
  • Have a good command of common tax returns, including corporate, and partnership, or other tax returns prepared by the firm.
  • Assume responsibility for efficiently supervising Real Estate engagements within the firm
  • Recognize additional opportunities to expand Real Estate service offerings to clients  
  • Have a strong ability to mentor Real Estate Associates and provide training and coaching
  • Assist in development of job budgets  
  • Maintain required CPE 

Qualifications:

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional items of note for advancement of Real Estate Senior Associates: 

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients