Related skills
cpa data analytics financial modeling tax preparation fund accounting๐ Description
- Manage fund-level projections and investor due diligence through closing.
- Update property and fund projections quarterly based on actuals and tax returns.
- Manage quarterly fund statements and assist with monthly corporate financial statements.
- Review fund and partnership agreements; monitor capital contributions and balances.
- Ensure compliance with fund-level operating agreements; coordinate audits, tax returns, and K-1s.
- Manage quarterly reporting obligations and investor requests; analyze fund reserves.
๐ฏ Requirements
- Experience in fund/partnership accounting and tax prep; LIHTC; CPA preferred.
- Strong quantitative and analytical skills with financial modeling and MS Office.
- High attention to detail and accuracy; ability to manage complex financial data.
- Excellent written and verbal communication skills.
- Bachelor's degree or equivalent.
- 5+ years of experience in a similar position.
๐ Benefits
- Monthly volunteer hours and donation matching.
- Employee Resource Groups for growth.
- Fertility and family planning services.
- Up to 12 weeks of fully paid parental leave.
- Mental health care, including counseling sessions.
- Tuition reimbursement for learning.
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