Senior Associate - Client Accounting Services, Real Estate

Baker Tilly US; Dallas (TX); Hybrid; USD 63,000 - 119,000; Full time

Job summary

Baker Tilly US is seeking a Senior Property Accountant for its outsourced Client Accounting Services team, supporting multiple clients nationwide in a hybrid role near a local office.

The role focuses on property accounting for commercial assets, delivering monthly reporting, maintaining books, and ensuring lease and debt compliance. Growth and dedicated coaching are emphasized in a collaborative environment.

Qualifications

• Bachelor's degree in accounting is required.
• 3+ years of experience in commercial real estate or public accounting with exposure to CRE.
• Strong MS Excel skills and familiarity with MRI or Yardi.

Responsibilities

• Prepare and deliver monthly financial statements for assigned properties.
• Maintain accounting records for ownership entities and property assets.
• Monitor compliance with debt and lease agreements.
• Forecast cash flows and assist in budgeting for properties.
• Prepare data to support audits and tax returns.
• Input and set up new leases and renewals in property management software.
• Collaborate with Property Management to reconcile operating expenses and taxes.
• Contribute to team mentoring and development across the practice.

Skills

Commercial real estate

Excel proficiency

Analytical thinking

Education

Bachelor’s degree in accounting

Tools

MRI

Yardi

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

Are you ready for a new accounting challenge? Do you want to use your experience from public or private accounting in a new way? Join Baker Tilly (BT) as a Senior Property Accountant with our growing outsourced Client Accounting Services practice! This is a great opportunity to be a valued business advisor property accounting services to multiple clients across the country. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. This is a hybrid position - located near one of our offices.

In this role, you will work in a cloud based environment and serve as a Senior Accounting Associate for multiple clients across the country, working with a team of professionals to provide property accounting services to their businesses. Come and join a fast growing team, where we can offer you variety in your client work to help you grow your skills and a steady schedule to allow for a healthy work/life balance!

You Will Enjoy This Role If

• You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized
• You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions
• You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance
• You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants

What You Will Do

The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets. Responsibilities include, but are not limited to, the following:

• Prepare and deliver monthly financial reporting package for each assigned property
• Maintain accounting records for ownership entities holding real estate assets
• Monitor compliance of certain ownership, debt and other agreements
• Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required
• Prepare and analyze periodic excess net cash flow distribution calculations
• Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings
• Prepare data to support the annual financial statement audit and preparation of tax returns
• Assist in preparation and review of annual budget
• Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities
• Input and setup all new leases and lease renewals in property management software
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

• Bachelor’s degree in accounting
• Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)
• Development/Construction accounting background is preferred
• Intermediate to advance with MS Office software/Excel
• Experience with MRI or Yardi preferred
• Excellent analytical, technical and problem solving skills, with strong attention to detail
• Exceptional verbal and written communication, collaboration, and time management skills
• Eligibility to work in the U.S., without sponsorship

The compensation range for this role is $62,770 to $118,990 . Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.