Video Investment Associate Jobs in Raleigh, NC (NOW HIRING)

We are a 100% virtual CPA firm with a team located all over the United States. We are a real estate niche-focused firm serving Real Estate Investors, Syndicates, and Fund Managers. Our team is passionate about real estate, owns investment properties, and is involved in real estate businesses.

We are on a mission to change the accounting industry by creating the premier people-first firm where strong, talented team members thrive. We combine a strong culture with strong performance. We use best-in-class technology and automation, offer unlimited vacation and sick time, provide health insurance and 401(k) matching, and invest in ongoing training and development. Our environment is autonomous, collaborative, and growth-driven.

Salary Range: $73,000 - $90,000

• Ownership mindset and follow-through
• Confident, kind communicator who enjoys working with clients
• Comfortable leading and mentoring team members
• Disciplined and energized by a fast-paced environment
• Committed to continuous learning and improvement

• Supervise and develop staff accountants by setting deadlines, clearing roadblocks, and providing detailed review feedback
• Review financial statements prepared by associates in QuickBooks Online and other accounting platforms
• Create, review, and deliver high-quality, timely financial statements, including dashboards, KPIs, and forecasts, to clients while building and maintaining strong client relationships
• Serve as a trusted advisor, consulting with clients regularly via Zoom, phone, and email, and when needed, resolve concerns
• Provide additional services to clients, including conducting weekly or monthly oversight calls and providing ad hoc reporting and analysis
• Lead client onboarding and ensure a smooth transition into our processes
• Within our firm, we help identify opportunities and implement positive solutions by leveraging collaboration, technology, and automation to create a more efficient and effective work environment
• At year-end, provide a seamless and clean hand-off of client books to our tax team for tax return preparation

• Happiness ratings of clients using Net Promoter Scoring and client feedback
• Accuracy and quality of financials through a formal review process and comments
• Efficient management and timely production of deliverables through metric tracking
• Implementation of firm improvements (number, type, impact)
• Team happiness through upward feedback reviews and engagement metrics

• Standard workday hours observed
  
• Professional video presence with business casual attire
  
• Minimal background noise during client interactions
  
• Travel up to two times per year for team events
  
• Company laptop and technology reimbursement provided
• Standard workday hours observedteam events

• Bachelor's or Master's in Accounting from an accredited college or university
• Minimum of 2-3 years senior-level review experience, preferably with real estate and small business clients
• Minimum 1-2 years of experience working with a team of staff accountants to produce quality deliverables
• Extensive experience with QuickBooks Online, Yardi, and other property management software
• Knowledge of entity types, entity structuring, and entity transactions
• High level of technical ability with Microsoft Excel and Google Suite
• Proven track record of successfully working directly with clients, managing client relationships, and ensuring engagement objectives are met accurately and on time
• Effective written and oral communication skills and strong interpersonal skills
• Public accounting experience preferred
• CPA not required, but will be compensated according to credentials and experience