Investment Accountant (Entry-Level)

Triple Crown Corporation; Harrisburg (Dauphin County); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Employer Paid Insurances

Health Insurance Plans

401K with Employer Match

11 PTO Days

3 Wellness Hours

9 Company Paid Holidays

Job summary

An established industry player is seeking an entry-level Investment Accountant to join their dynamic team in the Greater Harrisburg area. This role is perfect for recent graduates eager to launch their careers in accounting and finance. You will be responsible for managing accounting tasks for multiple investment entities, preparing financial statements, and assisting with tax records. The company offers a supportive environment with a commitment to employee wellbeing, including health insurance, PTO, and retirement plans. If you're looking to grow in a stable and successful organization, this opportunity is for you.

Qualifications

• Bachelor’s degree in Accounting or Finance required; accounting degree preferred.
• Proficiency in Microsoft Office, especially Excel, is essential.

Responsibilities

• Handle accounting and administrative duties for Investment Accounting Department.
• Prepare financial statements and maintain general ledgers for various entities.

Skills

Microsoft Excel

Financial Analytical Skills

Accounting Principles

Communication Skills

Education

Bachelor’s Degree in Accounting

Bachelor’s Degree in Finance

Tools

Yardi Software

SharePoint

One Drive

Job description

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About our company...

Triple Crown Corporation is dedicated to providing excellent Real Estate Development, Property Management, and Construction services in the Greater Harrisburg area. With over 47 years of service, we strive to provide quality and commitment to our loyal customers.

About the position...

The Investment Accountant is responsible for handling all accounting and related administrative duties for the Investment Accounting Department as well as assisting to maintain ownership personal tax records and financial reporting. This is a great entry-level position for someone who is or will be a recent graduate this Spring!

• Works in software to handle accounting and reporting duties for approximately 40 Trust, Land Holdings, and Investment entities.
• Prepares accounts payable check requests for AP processing.
• Makes deposits and reconciles bank statements.
• Assists in maintaining complete general ledgers for each entity including required journal entries.
• Assists in preparing year-end work papers and financial statements for outside CPAs and prepares monthly and quarterly financial statements for certain entities.
• Maintains and analyzes all monthly trust investment brokerage statements and related spreadsheets.
• Maintains all trust - outside business investment tax returns, K-1’s, financial statements, and annual budgets.
• Maintains organization and tracking of outside financial statements and budget reports by date.
• Maintains accounting permanent files for each entity and trust outside investment.
• Interface with various lenders, investors and others providing information as needed.
• Prepares special financial reports and analysis as needed.
• Assists in preparing ownership year-end personal financial statements and related work papers.
• Maintains the insurance, crummey letters, and administrative paper files for various trusts established under the estate plan.
• Assists CFO and Senior Investment Accountant with various projects as needed.

What we are looking for from you...

• Bachelor’s Degree in Accounting or Finance is required (Degree in accounting is highly preferred)
• Recent college graduate up to three years of experience preferred
• Must be proficient in Microsoft Office especially Excel
• Experience in real estate/property management industry is a plus
• Experience in Yardi software is a plus
• Experience in SharePoint and One Drive is a plus
• Must possess strong financial analytical skills
• Must possess a valid driver's license, automobile insurance, and reliable transportation

How you and your family can benefit from working with us...

• Employer Paid Insurances - Short Term & Long Term Disability and Life Insurance
• Health Insurances Plans Available - Medical, Dental, and Vision
• Retirement Plan - 401K with Employer Match & Profit Sharing
• 11 PTO days within the first 6 months of employment
• 3 days of Wellness Hours - to use towards you and your family's health & wellbeing
• 9 Company Paid Holidays!
• Stable, Growing, Successful company with over 47 years of success in the Greater Harrisburg area!

Selected applicant will be subject to a background check.

We are an Equal Opportunity Employer

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Accounting/Auditing and Administrative

Industries

• Accounting and Investment Banking