
Real Estate Senior Associate
CJBS, Deerfield, IL, United States
Individuals at this level generally have at least two years of experience as a Real Estate Associate, including two busy fiscal-year seasons. They also have passed the CPA exam or parts of the exam.
Responsibilities
Know and understand the reasons behind firm policies and procedures.
Possess technical knowledge and communication skills sufficient to supervise and train Real Estate Staff Associates.
Communicate well with clients in the Real Estate area of expertise.
Begin acquiring the skills necessary to develop quality client relationships during the audit process and throughout the year.
If primarily assigned to bookkeeping, corporate, and partnership tax return preparation engagements, the Senior Real Estate Associate is expected to:
Expand command of GAAP and apply it to financials as necessary for investors.
Have a good command of common tax returns, including corporate, partnership, or other tax returns prepared by the firm.
Assume responsibility for efficiently supervising Real Estate engagements within the firm.
Recognize additional opportunities to expand Real Estate service offerings to clients.
Have a strong ability to mentor Real Estate Associates and provide training and coaching.
Assist in development of job budgets.
Maintain required CPE.
Qualifications
Proficient in Microsoft Office Suite (Word, Excel).
Proficient in CCH Axcess or similar products.
Proficient in Oracle NetSuite preferred.
Proficient in Odoo ERP and CRM preferred.
Experience or familiarity with QuickBooks and tax preparation software is a plus.
Ability to work independently in a team atmosphere.
Bachelor’s degree in Business and Accounting.
CPA, EA, or CPA‑eligible preferred.
Career Development
Demonstration of growing technical abilities and communication skills.
Ability to teach, mentor, and foster team building.
Demonstration of leadership skills and potential.
Thirst for knowledge and desire to work hard and meet client demands.
Location and Requirements
Location: CJBS, LLC – 10 Parkway North, Suite 200, Deerfield, IL 60015.
Applicant Location Requirement: Chicago.
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Responsibilities
Know and understand the reasons behind firm policies and procedures.
Possess technical knowledge and communication skills sufficient to supervise and train Real Estate Staff Associates.
Communicate well with clients in the Real Estate area of expertise.
Begin acquiring the skills necessary to develop quality client relationships during the audit process and throughout the year.
If primarily assigned to bookkeeping, corporate, and partnership tax return preparation engagements, the Senior Real Estate Associate is expected to:
Expand command of GAAP and apply it to financials as necessary for investors.
Have a good command of common tax returns, including corporate, partnership, or other tax returns prepared by the firm.
Assume responsibility for efficiently supervising Real Estate engagements within the firm.
Recognize additional opportunities to expand Real Estate service offerings to clients.
Have a strong ability to mentor Real Estate Associates and provide training and coaching.
Assist in development of job budgets.
Maintain required CPE.
Qualifications
Proficient in Microsoft Office Suite (Word, Excel).
Proficient in CCH Axcess or similar products.
Proficient in Oracle NetSuite preferred.
Proficient in Odoo ERP and CRM preferred.
Experience or familiarity with QuickBooks and tax preparation software is a plus.
Ability to work independently in a team atmosphere.
Bachelor’s degree in Business and Accounting.
CPA, EA, or CPA‑eligible preferred.
Career Development
Demonstration of growing technical abilities and communication skills.
Ability to teach, mentor, and foster team building.
Demonstration of leadership skills and potential.
Thirst for knowledge and desire to work hard and meet client demands.
Location and Requirements
Location: CJBS, LLC – 10 Parkway North, Suite 200, Deerfield, IL 60015.
Applicant Location Requirement: Chicago.
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