- 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, and Yardi
- 7+ years of accounting experience desired
- Professional presence and appearance
- Able to demonstrate accuracy and thoroughness
- 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.
- Bachelor's degree from an accredited 4-year university
- Certified Public Accountant or Advanced Accounting Degree
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Accounting Mgr-Real Estate - Pasadena, United States - Whittier Trust
Description
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
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.
