Accounting Advisory Solutions Experienced Staff or Senior, Real Estate Industry Clients jobs in United States
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Cohen & Co · 2 weeks ago

Accounting Advisory Solutions Experienced Staff or Senior, Real Estate Industry Clients

Cohen & Co is a company that values people and fosters a culture of growth and collaboration. The Accounting Advisory Solutions Experienced Staff will work directly with real estate clients to support their complex accounting and financial reporting needs, while also developing expertise in diverse business environments.

AccountingConsultingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Courtney Gamble
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Responsibilities

Serve as a key member of a small, tight-knit real estate advisory group
Collaborate with pod members, internal teams, and clients to ensure timely, accurate deliverables
Support clients using Sage Intacct and Yardi for accounting processes
Manage recurring monthly tasks for multiple clients, including:
Bank reconciliations
Credit card reconciliations
Accounts receivable and accounts payable processing
Perform monthly and quarter-end close processes
Prepare quarterly financial statements
Prepare documentation and schedules for audit readiness
Reconcile accounts, review transactions, and ensure data accuracy
Leverage Sage Intacct and Yardi for client accounting and reporting
Adapt quickly to evolving processes and systems
Contribute to improving efficiency and organization within the team

Qualification

Sage IntacctYardiFinancial reportingGeneral ledger managementCPA certificationAccounting principlesAnalytical skillsMicrosoft Office SuiteCommunication skillsInterpersonal skillsProblem-solving skillsTime management

Required

Bachelor's degree in Accounting
At least 1 year of accounting experience, with an emphasis on financial reporting and general ledger management
Strong understanding of accounting principles and month-end close processes
Excellent analytical and problem-solving skills
Proficient in accounting softwares and Microsoft Office Suite
Strong communication and interpersonal skills
Ability to manage multiple tasks and meet deadlines

Preferred

CPA certification preferred but not required
Experience in the commercial real estate industry is preferred

Benefits

Time off outside of your standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources to tap into growth opportunities

Company

Cohen & Co

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Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.

H1B Sponsorship

Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Lovell Minnick Partners
2024-10-25Private Equity

Leadership Team

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Cynthia Pedersen
Director, Tax Advisory Services
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Company data provided by crunchbase