Property Management Trust Accountant (PH)

5 months, 3 weeks ago
Full-time
Junior
Finance and Accounting
ProfitCoach

ProfitCoach

ProfitCoach provides predictive best practices to property managers, helping them identify key profit drivers and turn data into powerful insights for growth.

Diversified Financial Services
11-50
Founded 2019

Description

  • Manage day-to-day trust accounting processes for property management companies with trust accounts.
  • Handle inbox management and send weekly client update emails.
  • Evaluate client communication needs and escalate dissatisfaction, missed deadlines, or higher-level issues to the AE.
  • Process accounting requests including vendor credits, fund transfers, receipts and deposits, tenant charges, deposits and credits, owner adjustments, ownership changes, cancellations, lease-only payouts, HAP payments, late fees, eviction notices, NSF processing, and security deposits.
  • Follow AppFolio workflows and accommodate client-specific constraints or policies.
  • Approve bills, post management fees, process vendor payments, send physical check files, and request or issue stop payments as directed.
  • Review owner statements, send statements, and process owner disbursements.
  • Support banking operations including deposit follow-up, bank reconciliation troubleshooting and review, bank transfers, corrective journal entries, and review of issued checks past 90 days.
  • Assist with negative and positive FDR review, 1099s, fee reviews for new move-ins, vacant property fee settings, recurring JEs, recurring bills, and other AE-assigned projects.
  • Participate in monthly and quarterly SMART goal setting, weekly company meetings, and company initiatives.

Requirements

  • Background in accounting or proven understanding of basic accounting principles.
  • Real hands-on experience with AppFolio.
  • Intermediate proficiency in Microsoft Excel and Google Sheets.
  • Strong written communication skills.
  • Good verbal communication skills.
  • Excellent problem-solving skills.
  • Detail-oriented with the ability to understand new concepts through written and hands-on support.
  • Reliable internet connection and ability to use a webcam.
  • Availability to work from home with set hours overlapping Mountain, Central, or Eastern Standard Time.
  • Preferred experience with Google Suite, property management accounting, and Rentvine.

Benefits

  • Full-time remote position.
  • Anticipated 40 hours per week.
  • Compensation of $7-$10 per hour.
  • Health stipend.
  • PTO.
  • Long-term role with an immediate start date.

Interested in this position?

Apply directly on the company website

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