Job Description
Job Description
We are looking for an experienced Sr. Accountant/ Tax Specialist to support financial operations, reporting, budgeting, and tax compliance for real estate entities in California. This position plays a key role in maintaining accurate financial records, preparing timely reports, and delivering reliable information to leadership and property stakeholders. The ideal candidate brings strong general ledger expertise, sound judgment in financial analysis, and hands-on experience with partnership tax matters.
Responsibilities:
• Oversee the accuracy of daily cash activity by reviewing receipt postings and confirming deposits are recorded to the correct entities and ledger accounts.
• Examine monthly bank reconciliations to ensure balances are complete, properly supported, and resolved in a timely manner.
• Prepare and validate quarter-end journal entries, making sure the general ledger reflects all required financial activity.
• Produce and assess quarterly financial statements for assigned entities, including analysis of budget-to-actual results before reports are shared with stakeholders.
• Build annual budgets by consolidating input from property and construction teams and translating operational plans into financial projections.
• Lead year-end general ledger review and closing activities for designated entities to support accurate financial reporting.
• Prepare required partnership tax filings and related entity tax returns in compliance with applicable regulations and deadlines.
• Partner with management and property owners by providing clear financial insight and responding to ad hoc accounting needs as they arise
To be confidentially considered for the role, please send your resume to Lawren Bocock at Robert Half
• Bachelor’s degree in Accounting or a related field.
• Active CPA license is required.
• Minimum of five years of progressively responsible accounting experience.
• Strong command of financial reporting, general ledger accounting, month-end close, and reconciliations.
• Proficiency with Microsoft Excel and Word; experience with Sage 300 and ProSystem fx is preferred.
• Excellent analytical, communication, and problem-solving skills with close attention to accuracy and detail
