Accounting Associate / CPA

Location: Downtown Manhattan (5 Days in Office)

Reports To: Chief Operating Officer

Team Size: 10

Salary: $115,000 - 130,000 p.a. 

Our client, a fast-growing real estate investment firm based in downtown Manhattan, is seeking a highly organized and detail-oriented Accounting Associate / CPA to join their close-knit team of ten professionals. This full-time, in-office role is integral to ensuring financial accuracy, regulatory compliance, and investor satisfaction across the firm’s multifamily real estate portfolio.

The Accounting Associate / CPA will be responsible for managing all aspects of tax filings, financial oversight for both property and corporate entities, investor reporting, and internal audits. This role requires a proactive individual who thrives in a collaborative environment and is committed to maintaining the highest standards of compliance and precision.

This is a unique opportunity to be a key contributor in a high-performing, entrepreneurial environment where your expertise will directly impact investor success and operational excellence.

WHAT YOU'LL DO

• Tax Management & Filings
• Prepare and review all property-level tax returns, K-1s for investors, and corporate tax filings.
• Manage individual tax filings for company principals.
• Oversee special depreciation allocations across investor deals.
• Track and file sales tax returns; support payroll tax compliance.
• Handle workers’ compensation tax filings across multiple states.
• Entity & Compliance Oversight
• Prepare and file all required state annual reports (e.g., Delaware, Franchise Tax, Public Information Filings).
• Coordinate Blue Sky Filings post-closing to ensure state securities compliance.
• Track and manage fees for all investor entities, including 1031 exchanges.
• Set up new entities and bank accounts; onboard entities into AppFolio Investment Management.
• Support legal documentation processes, including operating agreements and PPMs.
• Maintain detailed organizational charts for each deal and investor entity.
• Monitor and implement compliance changes (e.g., BOI reporting requirements).
• Conduct internal audits and review monthly property financials for accuracy.
• Liaise with Investor Relations to respond to investor inquiries related to tax matters and entity structure.
• Assist HR with payroll administration and ensure timely and accurate payroll tax filings.

WHO YOU ARE

• CPA preferred
• Experience in real estate, private equity, or investment management preferred.
• Strong knowledge of tax regulations and compliance processes.
• Proficiency with accounting software; experience with AppFolio a plus.
• Highly organized, analytical, and capable of working independently.
• Excellent communication skills and team-oriented mindset.

REF: RE95823