Property Management Trust Accountant

This is a full-time, long-term remote role supporting property management companies with daily trust accounting, bank reconciliations, and financial operations.

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Who We Are

ProfitCoach 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 Are Looking For

We 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 Role

The 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 Purpose

The 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.

Minimum Qualifications

Job Duties and Responsibilities:

• Ownership of functions
• Communication
• Inbox management
• Weekly update email to client
• Evaluate and implement routine client communication as needed, even if not on the original instructions
• Notify the AE of client dissatisfaction, unmet deadlines, higher-level issues
  
  

Accounting Requests To Include

• Vendor credits
• Transferring funds
• General receipts & deposits
• Tenant charges
• Tenant deposits
• Tenant credits
• Owner adjustments
• Ownership changes
  
  

Owner cancellations

• To include transferring deposits to new ownership/management
• To include Lease Only payouts
  
  

HAP payments

• Late fees, eviction notices, NSF processing
• Security deposits
• Both the basic AppFolio flow, and any unique client constraints or policies
  
  

A/P cycle

• Approve bills (if the VA enters the bills)
• Management fee posting & payout
• Vendor payments (with any unique client constraints)
• Send physical check files to client
• Issue or request stop payments as directed
  
  

Owner accounting

• Owner statement review & sending
• Owner disbursements
  
  

Banking

• Bank deposit followup
• Bank reconciliation troubleshooting & review
• Initiating bank transfers
• With AE approval, enter corrective JEs
• Review issued checks past 90 days
  
  

Other projects

• Negative & positive FDR review
• Assist with 1099s and other AE-assigned projects as requested
• Ad hoc reporting (with established process)
• Review management fees for new move-ins
• Review fee settings on vacant properties
• Manage recurring JEs/recurring bills
  
  

Administrative Expectations

• Participate in setting and meeting SMART goals on a monthly and quarterly basis
• Attend weekly company meetings
• Participate in company initiatives
  
  

Required Qualifications

• Background in Accounting or proven understanding of basic accounting principles
• Experience with Appfolio
• Intermediate proficiency in Microsoft Excel and Google Sheets
• Good command of written communication
• Excellent problem-solving skills
• Detail-oriented
• Able to understand new concepts with written and hands-on support
  
  

Preferred Qualifications

• Experience in Google Suite products
• Understanding of property management accounting
• AppFolio
• Rentvine
  

Working Conditions

• The job of Trust Accounting Specialist is performed in a work-from-home environment
• Expectation 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 webcam
  
  

Culture Fit / Core Values

• Think Abundantly
• Own the Outcome
• Be Courageous
• Leverage Your Talents
• ADEPT Communication (Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth always)
  
  

Benefits

• Salary
• PTO
• Health stipend
  
  

If this role sounds like a great fit for you, we?d love to hear from you! Apply today and help us take our corporate accounting capabilities to the next level.

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