Job Overview – Accounting & Compliance Associate:
Compensation: $90,000 – $100,000/year + bonus
Location: New York, NY
Schedule: Monday to Friday (In-Office)
Our client is hiring an Accounting & Compliance Associate in New York, NY, to manage tax reporting, K-1 preparation, and multi-state compliance for a portfolio of investment entities. The role also supports internal audits, legal documentation, and investor communications, with exposure to systems like AppFolio. Ideal candidates have a background in public accounting and experience with real estate partnerships and entity compliance.
Responsibilities as the Accounting & Compliance Associate:
- Tax & Payroll Compliance: Prepare property and corporate tax filings, K-1s, depreciation schedules, and ensure payroll and sales tax compliance.
- Entity & State Filings: Manage annual filings, entity creation, fee tracking, and compliance across multiple jurisdictions.
- Investor & Securities Support: File Blue Sky registrations and respond to investor inquiries related to tax and entity structure.
- Audit & Financial Review: Conduct internal audits, review monthly financials, and support accurate reporting for property deals.
- Legal & System Coordination: Assist with legal documents (PPMs, operating agreements) and onboard entities into AppFolio.
Qualifications for the Accounting & Compliance Associate:
- Education: Bachelor’s degree in Accounting, Finance, or a related field required.
- Certification: CPA preferred.
- Experience: 2-3 years of tax experience in public accounting, preferably with exposure to real estate, partnerships, and K-1 preparation.
- Technical Skills: Proficient in Microsoft Excel, with experience in AppFolio or similar investment management systems preferred.
- Skills & Attributes: Organized, detail-focused, and proactive, with strong communication skills and the ability to handle sensitive financial and investor information with discretion.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.