ProfitCoach

Property Management Trust Accountant (ZA)

Posted: 2 minutes ago

Job Description

ProfitCoach is actively growing and hiring NOW—if you are ready to leverage your talents, apply today!Ideal Start Date: ImmediatelyLocation: RemoteHours of Work: Hourly, anticipated 40 hours/weekCompensation: $7-$10/hourStatus: Full-time positionTo be considered for this role, applicants must have previous experience in property management trust accounting and demonstrate strong written communication skillsWho We AreProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we've been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.Who We're Looking ForWe are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company growth!Mission of the RoleThe objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client.Job PurposeThe Trust Accounting Specialist is responsible for managing the day-to-day trust accounting processes for property management companies with Trust Accounts. In addition to Trust Accounting expertise, this role requires strong written and verbal communication skills to effectively support client interactions, internal collaboration, and process documentation.RequirementsJob Duties and Responsibilities:Ownership of functionsCommunicationInbox management Weekly update email to clientEvaluate and implement routine client communication as needed, even if not on the original instructionsNotify the AE of client dissatisfaction, unmet deadlines, higher-level issuesAccounting requests to include: Vendor creditsTransferring fundsGeneral receipts & depositsTenant chargesTenant depositsTenant creditsOwner adjustmentsOwnership changesOwner cancellationsTo include transferring deposits to new ownership/managementTo include Lease Only payoutsHAP paymentsLate fees, eviction notices, NSF processingSecurity depositsBoth the basic AppFolio flow, and any unique client constraints or policiesA/P cycleApprove bills (if the VA enters the bills)Management fee posting & payoutVendor payments (with any unique client constraints)Send physical check files to clientIssue or request stop payments as directedOwner accountingOwner statement review & sendingOwner disbursementsBankingBank deposit followupBank reconciliation troubleshooting & reviewInitiating bank transfersWith AE approval, enter corrective JEsReview issued checks past 90 daysOther projectsNegative & positive FDR reviewAssist with 1099s and other AE-assigned projects as requestedAd hoc reporting (with established process)Review management fees for new move-insReview fee settings on vacant propertiesManage recurring JEs/recurring billsAdministrative expectations:Participate in setting and meeting SMART goals on a monthly and quarterly basisAttend weekly company meetings Participate in company initiatives Required Qualifications: Background in Accounting or proven understanding of basic accounting principlesExperience with Appfolio Intermediate proficiency in Microsoft Excel and Google SheetsGood command of written communicationExcellent problem-solving skillsDetail-orientedAble to understand new concepts with written and hands-on supportPreferred Qualifications:Experience in Google Suite products Understanding of property management accountingAppFolio Rentvine Working Conditions:The job of Trust Accounting Specialist is performed in a work-from-home environmentExpectation of set working hours of overlap with Mountain, Central, or Eastern Standard Time Virtual communication is routine, so must have reliable internet connection and use of a webcamCulture Fit / Core ValuesThink AbundantlyOwn the OutcomeBe CourageousLeverage Your TalentsADEPT Communication (Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth always)If this role sounds like a great fit for you, we'd love to hear from you! Apply today and help us take our trust accounting capabilities to the next level.BenefitsSalaryPTOHealth stipend

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