Accountant/Investor Assistant jobs in United States
cer-icon
Apply on Employer Site
company-logo

CFS ยท 6 days ago

Accountant/Investor Assistant

CFS is a growing private equity and real estate investment firm seeking a detail-oriented Staff Accountant / Investor Assistant to support financial operations and investor relations. This role combines accounting expertise with client-facing responsibilities, offering exposure to private equity and real estate investments.

Human ResourcesStaffing Agency
check
Growth Opportunities

Responsibilities

Maintain books for multiple entities, including funds and rental properties
Prepare quarterly financial statements and supporting schedules
Manage accounts payable/receivable and biweekly payroll
Assist with tax filings and coordinate with external advisors
Support investor onboarding, subscription processes, and reporting
Provide accurate data for investor communications and capital tracking

Qualification

Accounting experienceGAAP knowledgeQuickBooks proficiencyExcel knowledgeProfessional communicationMulti-tasking abilityAttention to detailOrganizational skills

Required

3+ years of accounting experience (real estate exp. is a plus
Proficiency in QuickBooks is a plus
Knowledge of GAAP and Excel
Exceptional attention to detail and organizational skills
Professional communication and ability to manage multiple priorities

Benefits

Opportunity to learn and grow! A great manager who is willing to train and mentor.
Hybrid schedule
Collaborative small office team culture

Company

Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Dan Casey
CEO, Founder
linkedin
Company data provided by crunchbase