Status Category:
Full-Time Exempt/Non-Exempt:
Exempt Scheduled Hours Per Week:
40 CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Essential Functions and Primary Duties
- Lead and initially manage real estate outsourced accounting engagements for clients in various sectors, including residential, commercial, and real estate investment firms.
- Assist in building the firm's, and your, reputation within the Southern California real estate space by being deeply involved in various real estate organizations and by working with our marketing team to provide consistent thought leadership in social media campaigns and public speaking at events.
- Partner with our other service line experts in real estate including areas such as tax, assurance, systems, dashboarding, automation and more to create and execute a go to market strategy.
- Contribute to business development efforts by identifying opportunities for new client engagements and service expansion within the real estate niche.
- Build and maintain strong client relationships by delivering proactive, insightful financial advice tailored to the real estate sector.
- Oversee the preparation and review of financial statements, financial analysis reports, waterfall reporting, and the interaction needed with our tax group relative to their preparation of tax filings specific to the real estate industry.
- Provide clients with strategic financial guidance, including cash flow management, budgeting, forecasting, and investment analysis.
- Ensure compliance with industry-specific regulations, including lease accounting standards (ASC 842), property tax requirements, and other real estate-related financial regulations.
- Develop and implement best practices for real estate accounting processes, including professionalized monthly accounting using leading edge workflow tools, and investor reporting.
- Stay current with industry trends and regulatory changes affecting the real estate sector and share insights with clients and internal stakeholders.
- Assist in the development of internal training materials, methods and knowledge resources focused on real estate accounting.
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Recognize business opportunities for our clients and for CBIZ
- Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Understand client's Qualified Plan needs
- Supervise, train and mentor staff; listen and communicate effectively
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in accounting, Taxation or related field
- Strong knowledge of real estate financial reporting, and industry-specific regulations. Familiarity of borrowing strategies and working with insurance related to property holdings preferred. Familiarity with CAMS and CAMS reconciliation preferred.
- Solid awareness of tax compliance for real estate oriented companies
- Proficiency in accounting software commonly used in the real estate industry (e.g., Yardi, AppFolio, MRI, QuickBooks).
- Position is expected to be in the office at least 3 days a week.
- Must be a team player and be strong at building relationships.
- Passion for the real estate industry.
Qualifications Required
- Bachelor's degree required
- 8 years' experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
The annual salary target for this job in this market is $125,000-160,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. #LI-JF1 #LI-Hybrid
CBIZ.Jobs Category: Advisory REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
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PAY TRANSPARENCY PROTECTION NOTIFICATION
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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