Real Estate & Trust Accountant

Description

Teacher Created Materials is a 45+ year-old, award-winning publisher of educational and trade books, digital products, and provider of professional learning services. Our vision is to create a world in which children love to learn and our products are recognized for their effectiveness and embraced by educators worldwide. Headquartered in Huntington Beach, California, the company is family-owned and operated. Beyond its core publishing business, the company also maintains investments, primarily in real estate.

Teacher Created Materials offers a competitive salary and benefits package, including:

• Health, Dental, Vision, Life Insurance
• Paid Time Off plus Company Holidays
• Generous 401(K) program with Match
• Generous Childcare and Wellness Programs
• Plus more!
  
  

Location:

Huntington Beach, CA Office

Position Summary :

The Real Estate & Trust Accountant will perform all necessary bookkeeping activities for multiple entities, including but not limited to: maintaining records, bank accounts, paying bills, making deposits, accounting transactions, reporting, tax preparation, documenting procedures, and performing other duties as requested.

Essential Duties/Responsibilities :

• All bookkeeping duties for the owners' back office real estate investments
• Maintain bank accounts and reconciliations for each entity
• Manage various projects and communication with third parties
• Process and pay monthly bills, including checks and electronic payments
• Monthly Close for accounts and reporting package – P&L, Balance Sheet, etc.
• Quarterly and Annual analysis, summary, and presentation
• Tax Preparation and payments for each entity
• Monitor cash flow for each entity and communicate designated requirements
• Create quarterly projections to share and review with the external CPA firm
• Work on various other tasks as required
  
  

Qualifications

Minimum Qualifications :

• BA/BS in Accounting, Finance, Real Estate, or related field preferred
• 5-10 years of accounting experience in the real estate industry, family office, or related experience
• Advanced computer skills, including knowledge of QuickBooks and MS Excel
• Excellent verbal and interpersonal communication skills
• The ability to demonstrate professionalism, sensitivity, and confidentiality
• Excellent organizational and time management skills
• Experience with short-term and long-term budgeting and forecasting
• Strong analytical mind, ability to understand complex matters, and present recommendations in a clear manner
• Ability to work well with cross-functional groups
• Experience presenting to management with confidence and precision
• Experience working in a matrix organizational structure with dotted line reporting
• Proven ability to manage a multi-property portfolio (10–20 properties) across mixed commercial and residential assets
• Direct experience collaborating with C-suite executives
• Proficiency with presentation tools (e.g., PowerPoint, Keynote, or similar)
  
  

Physical Requirements :

• Sit for extended periods of time; including at a computer
• Occasional lifting up to 15 lbs
• Repetitive hand and wrist movements for frequent use of computer keyboard and mouse
  
  

Work Conditions :

• General office environment, warehouse environment, home office and client environment
  
  

Teacher Created Materials (TCM) is an equal opportunity employer and as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications without regard to race, color, religion, gender, age, sexual orientation, gender identity, national origin, disability status or status as a protected veteran. This policy of non-discrimination and affirmative action applies to all levels of employment and to all employment practices, including (but not limited to) compensation, benefits, transfers, layoffs, educational, training, recreational and social activities.