Controller​/Accountant

Job Requirements:

Accounting Degree Required

Commercial Real Estate Office Experience

Personal Computer Knowledge and Experience

Experience of Software Applications

Quick Books Pro or Quick Books Enterprise Edition required

Microsoft Office includes Word, Excel & Outlook

Knowledge & Experience with billing, invoicing, payroll, banking & financial reports

Excellent Communication Skills

Excellent Interpersonal Skills

Quick Study

Self-Starter with a high degree of enthusiasm

Excellent organizational skills with detail orientation

Willing to work onsite 5days/week - 40 hours 7am-6pm

Must have small business accounting experience

CPA or qualifications with interested to become a CPA

Will need Notary commission

• Attendance, Reliability, High Degree of Personal & Business Ethics,
• Confidentiality, Work without Supervision, Leadership, Work with Co-Workers

• Answer telephone promptly with appropriate greeting
• Professional Manner
• Determine nature of call and handle in professional & timely manner

• Speak clearly and professionally
• Good listening and positive feedback
• Utilize e-mail as needed and professional manner
• Business letters concise
• Reports neat, concise and detailed

• Prioritize incoming calls according to subject relating to call

• Calls demanding agent’s immediate attention
• May be repeat client or tenants interested in properties
• Calls to be forwarded directly to agent/manager with an

acceptable turnaround time of one hour

• Requires direct response, not as time critical, return call by end of business day
• Assistant should return call if agent unavailable

• Assistant to handle this type of call
• Assistant prepare personalize letter with requester’s name & address using a mail-merge feature
• Assistant set an automated response in agent’s e‑mail using certain key words in subject line to send requested information

• Prepare invoices and/or billing statements
• Prepare checks for payment for invoices received
• Verify invoices are accurate
• Set follow-up for receipt of payment
• Maintain log of billing statements/invoices with client name, date billed, amount of invoice & record date paid
• Keep supervision informed of past due invoices

• Hours of operation – be punctual and ready to start the day on a timely basis
• Maintain good working relationship with manager & client
• Plan a daily to do list for discussion with owner to assure listed activities are a priority to owner and assistant
• Update manager of all communications with clients to maintain continuity of communication between client, assistant & manager
• Communicate with clients on a weekly basis to inquire of their needs
• Analyze and prioritize income producing task prior to beginning routine paperwork to insure income producing opportunities are reviewed by manager and assistant
• Create action plan for special projects that include record of time and cost of all projects for evaluation at end of each year for the following year

• Maintain a log for each transaction to confirm items are being received and filed properly
• Run errands, as necessary to assist with the business
• Perform general tasks, i.e. filing, accepting deliveries, screening phone calls, etc.
• Maintain follow-up with each tenant after a completed transaction to solicit feedback and provide information with manager/agent

• Match incoming checks with proper account/client
• Prepare bank deposits
• Reconcile bank statements
• Assure expenditures are in accordance with ledger balances
• Keep supervision informed of balances of internal accounts