ProfitCoach is hiring a Senior Trust Accounting Executive to deliver the ProfitCoach Experience to clients. This role focuses on providing quality assurance, managing client relationships, and ensuring accurate, timely, and efficient full-service accounting. You will maintain awareness of each client's unique needs and profit-growing opportunities.
What You'll Do
- Lead and participate in new client onboardings.
- Lead and participate in client meetings to discuss accounting and service related questions.
- Manage client relationships, including setting and maintaining expectations.
- Oversee issue resolution alongside Trust Department Manager.
- Review and own financial statements, including reconciliation review and report generation.
- Perform bank reconciliations, financial diagnostics, billing, payment processing, owner statement processing, and security deposit processing.
- Train the team on new or complex processes.
- Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual).
- Define new processes and train the team to carry them out.
- Ensure timely completion of all assigned client tasks.
- Oversee inbox management, owner statements, owner distributions, entering correcting entries, posting late fees, and meeting client deadlines.
- Approve online payables, direct ACH payments, audit packages, and weekly update emails.
- Own client and team communication, team training and delegation, and liaison with Corporate department as needed.
- Handle 1099s and EOY reports, high-level accounting requests, and various crosschecks.
- Own and manage any needed adjustments in process or process improvement.
- Regularly review client numbers and create/implement plans to keep numbers within budget.
- Prepare and lead department-wide trainings as requested.
- Research and test new software updates.
- Coordinate client clean up projects and new client on-boarding processes.
What We're Looking For
- Ability to manage client relationships and deliver the ProfitCoach experience.
- Ability to oversee the execution of routine and non-routine services.
- Advanced problem-solving skills.
- Ability to write, improve, and train on new Trust accounting processes.
- Bookkeeping experience with a focus on accuracy, timeliness and efficiency.
- Excellent verbal and written communication.
- Proficiency with Microsoft Excel.
- Ability to define and document new processes.
- Basic ability to read and analyze financial statements.
- Ability to quickly learn and master new cloud-based software applications.
- Expert Proficiency with AppFolio.
Nice to Have
- Proficiency with Rentvine.
Technical Stack
- Microsoft Excel
- AppFolio
- Rentvine
Team & Environment
Works alongside the Trust Department Manager and reports to the Trust Department Manager.
Benefits & Compensation
- Compensation: $65k - $75k depending on experience
- PTO
- Health stipend
Work Mode
This is a fully remote position open to candidates globally.
ProfitCoach is an equal opportunity employer.
