JOB TITLE: Senior Accountant

EMPLOYER: TrueBooks

DEPARTMENT: Accounting

REPORTS TO: Accounting Director

SUMMARY:  Oversees accounting and reporting, general ledger reconciliation, and accounting policy development; computes and prepares data for journal entries, general ledger, and related financial statements; oversees all accounting functions.

DUTIES AND RESPONSIBILITIES:

• Lead and oversee the monthly, quarterly, and year-end close processes, ensuring accuracy, completeness, and timeliness of financial data

• Prepare and review journal entries, account reconciliations, and supporting schedules to ensure compliance with company policies and GAAP

• Own and maintain the integrity of the general ledger, including identifying and resolving discrepancies and unusual variances

• Analyze financial results and provide insights, trends, and recommendations to management

• Prepare and review internal financial statements, management reports, and supporting analyses

• Research, interpret, and implement accounting standards; document and maintain accounting policies and procedures

• Develop and enhance accounting processes, internal controls, and workflows to improve efficiency and accuracy

• Partner cross-functionally with internal teams to support financial reporting needs, operational decisions, and process improvements

• Assist in cash flow analysis, forecasting support, and financial planning activities

• Support budgeting and variance analysis by comparing actual results to forecasts and identifying key drivers

• Review and monitor accounts receivable, deposits, and other balance sheet accounts for accuracy and proper classification

• Provide guidance, mentorship, and review of work performed by junior accounting staff, as applicable

• Participate in system implementations, upgrades, and optimization of accounting software and reporting tools

• Lead or contribute to special projects and ad hoc financial analyses as needed

• Perform other duties as assigned by management

• Manage and review accounting for real estate portfolios, including property-level financials and consolidations

• Prepare and review rent rolls, CAM reconciliations, and property operating reports

• Support accounting for multiple entities, including partnerships and LLC structures

• Assist with investor reporting and capital account tracking, as applicable

• Oversee end-to-end payroll processing for multiple clients, ensuring accurate and timely payroll runs, tax filings, and compliance with all applicable regulations

• Prepare, review, and file quarterly sales tax returns, ensuring accurate reporting, proper classification of transactions, and compliance with state and local tax laws

QUALIFICATIONS: 

• Bachelor’s degree in Accounting, Finance, or a related field required

• 5–8+ years of progressive accounting experience, preferably including public accounting or multi-entity environments

• Experience with real estate, property management, or multi-entity accounting environments strongly preferred

• CPA license or active pursuit of CPA strongly preferred

• Strong knowledge of U.S. GAAP and financial reporting requirements

• Demonstrated experience managing or leading components of the month-end close process

• Proven ability to review work, identify issues, and ensure accuracy and compliance

• Experience working with ERP/accounting systems (e.g., QuickBooks, NetSuite, Sage, or similar) and advanced proficiency in Microsoft Excel

• Strong analytical and problem-solving skills with the ability to interpret complex financial data

• Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment

• Excellent attention to detail and commitment to high-quality work

• Strong written and verbal communication skills, with the ability to present financial information clearly to non-finance stakeholders

• Demonstrated ability to improve processes, implement controls, and drive efficiency

• Ability to collaborate cross-functionally and build effective working relationships

• Experience supporting audits and working with external auditors

• Prior experience mentoring or reviewing the work of junior staff is a plus
  
  

COMPETENCIES:

• Analytical - Synthesizes complex financial data; identifies trends, variances, and risks; applies critical thinking to support decision-making and improve financial outcomes.

• Problem Solving - Identifies accounting and operational issues; conducts root cause analysis; develops and implements effective, compliant solutions.

• Technical Accounting Expertise - Demonstrates strong knowledge of GAAP and accounting standards; researches and applies new accounting guidance; ensures accuracy and compliance in financial reporting.

• Project Management - Leads and coordinates accounting initiatives (e.g., month-end close improvements, system implementations); meets deadlines and ensures high-quality deliverables.

• Leadership / Mentorship - Provides guidance and support to junior staff; reviews work for accuracy; fosters development and accountability within the team.

• Business Acumen - Understands financial impact of business decisions; partners with leadership to provide insights; aligns accounting practices with organizational strategy.

• Attention to Detail / Quality - Ensures accuracy and completeness of financial data; maintains high standards in reporting, reconciliations, and documentation.

• Communication (Written & Verbal) - Effectively communicates financial information to both finance and non-finance stakeholders; prepares clear reports and explanations. 

PHYSICAL DEMANDS:

• Continually required to sit for extended periods while working at a computer

• Frequently required to use hands and fingers for typing, data entry, and operating office equipment

• Frequently required to talk and hear for meetings and collaboration

• Occasionally required to stand and walk

• Continually required to utilize visual acuity to review financial data, reports, and computer screens

WORK ENVIRONMENT:

• Work is primarily performed in a professional office or remote/home office environment

• Minimal exposure to physical risk

• Noise level is typically low to moderate (office setting)

• May require extended hours during peak periods (e.g., month-end close, year-end, audit)

• Regular use of computers, accounting software, and standard office equipment

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• Dental insurance

• Flexible schedule

• Health insurance

• Paid sick time

• Paid time off

• Vision insurance

• Work from home

Schedule:

• Monday to Friday

Work Location: Remote