Senior Client Accountant

Role Overview

• Prepare and review monthly financial statements for assigned HOA portfolios
• Ensure accuracy of balance sheets, income statements, and supporting schedules
• Monitor association operating and reserve accounts
• Reconcile bank accounts and investigate discrepancies
• Monitor and analyze accounting data, balance sheet reconciliations, financial reports, and statements.
• Coordinate with Community Managers regarding financial activity and board requests
• Attend board or finance committee meetings as needed to present financials
• Respond to board member and homeowner financial inquiries professionally and timely
• Provide financial guidance and support to community managers.
• Assist with annual budget preparation and financial planning
• Maintain organized financial records for all associations
• Maintain banking documentation and compliance requirements
• Monitor cash balances and investment maturities
• Coordinate transfers between operating and reserve accounts
• Open and manage association bank and CD accounts
• Supervise and support one direct report responsible for transactional accounting tasks
• Review work for accuracy and completeness
• Assist with process improvements and workflow efficiencies
• Support annual audits, tax preparation, and CPA requests
• Ensure adherence to HOA governing documents and financial policies
• Maintain organized financial records for all associations
• Follow internal accounting controls and best practices
• Perform other finance duties as needed or assigned.

Requirements

• Required Bachelor’s degree in accounting, finance, business, or related field
• Must have 3+ years of accounting or bookkeeping experience
• Strong understanding of financial statements and reconciliations
• Customer-service mindset with professional communication skills
• High attention to detail and organizational ability
• Proficiency in accounting software and Microsoft Excel
• HOA or property management accounting experience
• Experience working with multiple client accounts or portfolios
• Banking or cash-management experience
• Experience supporting audits or CPA reviews
• Client-focused communication
• Financial analysis and problem-solving
• Time management across multiple accounts
• Ability to explain financial concepts to non-accountants
• Strong follow-through and accountability.

Benefits

• Paid week off in December to observe the holiday season
• A 401(k) match of 4% after six months as a team member
• Health, Dental, and Vision Insurance on Day 90
• One fully paid workweek to volunteer for your favorite charity or nonprofit
• Generous PTO and paid sick time off
• Professional development and tuition aid
• We prioritize work-life balance with health and wellness days along with hybrid work opportunities after 90 days.