Real Estate Senior Associate

CJBS Cjbs, Llc; Deerfield (IL); On-site; USD 70,000 - 90,000; Full time

Job summary

CJBS Cjbs, Llc in Deerfield, Illinois is seeking a Senior Real Estate Associate with a minimum of two years of experience in a similar role. The ideal candidate will possess strong supervisory skills, technical knowledge in GAAP, and the ability to communicate effectively with clients.

The role requires proficiency in Microsoft Office Suite and a Bachelor's degree in Business and Accounting. Candidates should demonstrate leadership potential and a passion for client service, aiming to expand Real Estate service offerings.

Qualifications

• Minimum of two years of experience as a Real Estate Associate.
• Passion for developing client relationships during audit processes.
• Ability to work independently in a team atmosphere.

Responsibilities

• Supervise and train Real Estate Staff Associates.
• Expand command of GAAP for financial reporting.
• Assist in the development of job budgets.

Skills

Supervision and training of staff

Client communication

Technical knowledge of GAAP

Mentoring

Strong communication skills

Education

Bachelor’s degree in Business and Accounting

CPA, EA, or CPA eligible preferred

Tools

Microsoft Office Suite

CCH Axcess

Oracle NetSuite

Odoo ERP and CRM

QuickBooks

Job description

Individuals at this level generally have a minimum of two years of experience as a Real Estate Associate, including two calendar/fiscal year busy seasons. They also have either passed the CPA exam or parts of the CPA exam. Senior Real Estate Associates are expected to:

• Know and understand the reasons behind firm policies and procedures
• Possess technical knowledge and communication skills sufficient to supervise and train Real Estate Staff Associates
• Be able to communicate well with clients, within the Real Estate area of expertise
• Begin acquiring the skills necessary to develop quality client relationships during the audit process and throughout the year
• If assigned primarily to bookkeeping, corporate and partnership tax return preparation engagements, the Senior Real Estate Associate is expected to:
  • Expand their command of GAAP and be able to apply it to the financials as necessary for investors
  • Have a good command of common tax returns, including corporate, and partnership, or other tax returns prepared by the firm.
  • Assume responsibility for efficiently supervising Real Estate engagements within the firm
  • Recognize additional opportunities to expand Real Estate service offerings to clients
  • Have a strong ability to mentor Real Estate Associates and provide training and coaching
  • Assist in development of job budgets
  • Maintain required CPE

Qualifications

• Proficient in Microsoft Office Suite (Word, Excel)
• Proficient in CCH Axcess or similar products
• Proficient in Oracle NetSuite preferred
• Proficient in Odoo ERP and CRM preferred
• Experience or familiarity with QuickBooks and tax preparation software is a plus
• Ability to work independently in a team atmosphere
• Bachelor’s degree in Business and Accounting
• CPA, EA, or CPA eligible preferred

Additional items of note for advancement of Real Estate Senior Associates

• Demonstration of growing technical abilities and communication skills
• Ability to teach, mentor, and foster team building
• Demonstration of leadership skills and potential
• Thirst for knowledge and desire to work hard and meet the demands of clients