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Senior Portfolio Accountant

Posted about 2 months ago

OfficeSan Diego, CASE
Sr. Portfolio Accountant
Property Solutions Group - San Diego, CA
Join our team to change the world.
With uncompromising integrity and dedication to service, Property Solutions Group takes care of what matters most. With a highly specialized team of peoples’ people who truly care about our clients – Property Solutions Group floats high above expectations to deliver a new kind of support team experience in Human Resources, Talent Acquisition, Business Systems IT, Legal, Marketing, and Accounting.
Summary:

The Senior Portfolio Accountant will execute, support and promote sound accounting operations and best practices focused on the operation of specific multifamily properties in his or her portfolio on behalf of our client companies. He or she will interact with investor-clients directly, working with Accounts Payable and other Property Accounting professionals to ensure responsiveness to investor needs, the accuracy and timeliness of recording, reporting, and reconciling all financial transactions.

About this position:
  • Hours are typically Monday - Friday, 8:30am - 5:30pm
  • This is a remote position - Must live in the following states: CA, WA, NV, AZ, OR
Salary range:
$90K - $95 DOE
What you'll do - Includes but not limited to:
  • Compiles and analyzes periodic financial statements and various accounting schedules for review by the CAO, ensuring that all property, client and internal PSG financial reports comply with generally accepted accounting principles and/or financial reporting standards.
  • Makes appropriate journal entries in the general ledgers by checking calculations, reviewing basis for figures, and balancing and reconciling accounts. Ensures that all client and internal deposits are recorded in a timely manner.
  • Reviews and reconciles accounting documents, researches, and resolves discrepancies as necessary.
  • Assists with banking as needed, to include initiating wire transfers, performing multi-factor authentication and ensuring timely approval of outgoing payments.
  • Manages property cash flow including provisions for property taxes, reserves for replacements and lender or investor-client-related escrows.
  • Reviews budget reports and assists clients and other internal departments to prepare annual budgets.
  • Assists lenders, auditors, and clients with various requests for quarterly financials, external audits, or data for tax preparation.
  • Reports state and municipal tax returns, i.e.: sales and use tax, personal property tax, and rental unit business tax statements.
  • Contributes to the development of new or amended accounting systems, programs, and procedures.
  • Communicates with clients, their team members and property investor - clients, as well as PSG team members, key business stakeholders, and others to answer questions, provide support, and ensure timely completion of accounting tasks.
  • Completes ad hoc financial and administrative reports and analysis as needed, and other accounting duties and support of junior staff as assigned.

What you'll need:

  • 3-5 years of property management experience in accounting is required.
  • Bachelor’s degree in accounting or business preferred.
  • Must be computer literate including an advanced knowledge of Microsoft Excel, Word, Outlook, Teams and other Microsoft Office products.
  • Knowledge of Entrata, RealPage, AppFolio or other property management accounting software preferred.

Who you are:

  • Focused with high attention to detail
  • Curious and proactive
  • Growth-oriented and well-organized
  • Disciplined and self sufficient
  • A strong communicator
  • Tech savvy

What’s in it for you:

We believe people do their best work when they’re supported—personally, professionally, and beyond. Here’s what you can expect as part of our team:

  • Competitive compensation and career growth – As our company continues to grow and expand, so do the opportunities for our team.
  • Comprehensive Health Benefits – We offer medical, dental, and vision insurance to keep you and your family healthy.
  • Tax-Saving Benefits – Take advantage of a Flexible Spending Account (FSA) to manage healthcare and dependent care expenses efficiently.
  • Peace of Mind – Company-paid life insurance offers financial protection for you and your loved ones.
  • Work Model – Strong support for a work-life balance while keeping you connected and engaged.
  • Time to Recharge – Generous paid vacation, sick leave, and holidays so you can truly unplug and come back refreshed.
Property Solutions Group is an equal opportunity employer and a drug free workplace.   We celebrate diversity and are committed to creating an inclusive environment for all team members.
Job details
Workplace
Office
Location
San Diego, CA
Experience
SE
Property Solutions Group logo
Property Solutions Group
View company page

Property Solutions Group are a specialist property company working with law firms across the UK since 2015. We focus on providing services that protect, maintain and market property to; maximise value, in some cases increasing value, release your fee earning time and present a good account to your clients including cost savings. We help release Solicitor’s time by completing essential property management work on your behalf and under your instruction without the need for time consuming close involvement. We gather quotations, manage contractors, chase Estate Agents, manage maintenance and property protection requirements, complete searches and surveys and manage the valuation and sale of chattels. We provide experience and cost savings that can be passed onto your clients and audit trails in this niche of area property services for legal professionals. We are trusted partners familiar with the legislative and professional framework, experienced in managing the subtleties of Probate and Court of Protection cases. We are experienced in contentious probate, providing assistance to solicitors in liaising with aggrieved parties. Supported by a wide team of specialists; experienced colleagues from the legal sector, experienced colleagues from the property sector and managing a national network of maintenance providers.

Employees
36
Industry
Legal Services
Headquarters
Earls Colne
Founded
2014
Company location
Earls Colne Business Park, Earls Colne, CO6 2NS, GB

Key team members

Jonathan Maskew

Jonathan Maskew

Stephen Williams

Stephen Williams

Gary Shaw

Gary Shaw

Barry Mattock

Barry Mattock

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