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International Search Consultants
Pasadena, CA, United States
Real Estate Accounting Manager Pasadena, CA Are you a seasoned accounting professional who delivers financial excellence and can shape the success of UHNW real estate portfolios? ISC's team of Financial Services Recruiters has been retained by a leading and highly ranked Multi-Family Office & Trust Company on an Accounting Manager opportunity.
Job Source: International Search ConsultantsAlliant Insurance Services
, CA, United States
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our client
Job Source: Alliant Insurance ServicesGG Homes LLC
Los Angeles, CA, United States
Are you a killer salesperson? If so, please read further. This position entails making rapid decisions, often based on very little information. Novel ideas and confidence are required to deal with quickly changing conditions. Challenge and pressure are the norm. There is a good degree of difference from one day to the next, with shifting priorities
Job Source: GG Homes LLCGG Homes LLC
Los Angeles, CA, United States
Job Description Job Description Are you a killer salesperson? If so, please read further. This position entails making rapid decisions, often based on very little information. Novel ideas and confidence are required to deal with quickly changing conditions. Challenge and pressure are the norm. There is a good degree of difference from one day to
Job Source: GG Homes LLCIMA Financial Group, Inc.
Pasadena, CA, United States
IMA is seeking an Account Executive to join our National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepancy issues for all existing accounts. This role is eligible
Job Source: IMA Financial Group, Inc.Roofstock, Inc.
, CA, United States
**Real Estate Buyer Account Executive** Remote, CA / Retail Investments Sales / Full Time Roofstock is the leading marketplace for investing in single-family rental homes. Our mission is to make real estate investing radically accessible, cost effective and simple. We want to use technology to transform the way real estate is bought and sold and
Job Source: Roofstock, Inc.Alliant Insurance Services
, CA, United States
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our client
Job Source: Alliant Insurance ServicesMelissascottages
Los Angeles, CA, United States
Real estate brokers and agents will often form partnerships, a type of legal business entity that allows partners to share in risks, losses, and profits. Ideally, a robust partnership agreement will establish each partner’s contributions to the business, how proceeds will be distributed, and how disputes will be resolved, among other things. Partne
Job Source: MelissascottagesPasadena, CA, United States
Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest privately owned multi-family office headquartered on the West Coast. Providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families to help them reach their long-term goals is our only mission.
Our staff of 250 dedicated professionals works with approximately 550 clients and their families to deliver a broad array of services including investment management and consulting, fiduciary, philanthropic, and family office. Our founding family's century-long history of energy and real estate investing continues to guide our activities for clients today. Entrusted with $19 billion of private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who want to spend the vast majority of their day in service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is very low - evidencing a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, excellent medical, and retirement plans.
JOB PURPOSE
The primary purpose of the Accounting Manager - Real Estate is to provide accounting support and oversight to Whittier Trust clients with real estate portfolios and to provide analytical support to the Senior Vice President - Real Estate. This role will initially be hands on from a processing standpoint and will migrate to a supervisory role over time.
ESSENTIAL FUNCTIONS
1.
Accounting and Managerial Responsibilities
•Record and/or review accounting entries for client-owned real estate entities.
•Oversee month-end and year-end close activities.
•Supervision of cash disbursements and bank reconciliations.
•Process invoices.
•Preparation and review of financial statements.
•Ensure compliance with GAAP.
•Meet regularly with, and communicate financial results to clients.
•1099 preparation. Request W-9s as needed.
•Prepare depreciation and fixed asset schedules. Prepare annual business property tax reports for client-owned operating companies.
•Manage, train and mentor accounting staff and help guide their development.
75%
2.
Financial Analysis and Business Development
•Provide general underwriting review, property analysis and due diligence for potential new investments at the direction of the Senior Vice President - Real Estate.
•Actively participate in and source new business opportunities.
•Review financial statements of prospective real estate clients and develop accounting service proposals.
20%
3.
Ad hoc responsibilities as required
5%
TOTAL:
100%
DESIRED SKILLS
Working knowledge of accounting for real estate entities
High proficiency in Adobe Acrobat, Microsoft Office Suite applications, including, Excel, Word, PowerPoint and Outlook
Familiarity with QuickBooks Online, Bill.com and Yardi
7+ years of accounting experience desired
Professional presence and appearance
Able to demonstrate accuracy and thoroughness
PERSONAL CHARACTERISTICS
Strong people skills
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Team/people-oriented
Highly organized with good time management skills
Meticulous attention to detail
Valid driver's license and the ability to travel by airplane.
DESIRED QUALIFICATIONS
Bachelor's degree from an accredited 4-year university
Certified Public Accountant or Advanced Accounting Degree
COMPENSATION
Base salary range
$130,000 - $160,000 annually
Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
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Email Alert for Accounting Mgr-Real Estate jobs in Pasadena, CA, United States
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