Job Description
ROLE SUMMARY: Provide compliance and risk support to accounting on behalf of the Company. Areas of focus are insurance, federal compliance in agency requests & IRS tax payments, state filings/tax payments and various workers compensation & payroll audits. Safeguarding company assets through strong internal controls and process improvement/documentation.
DUTIES AND RESPONSIBILITIES
- INSURANCE / RISK MANAGEMENT
- Annual insurance renewals
- Serve as conduit between Insurance Broker and Operating Company for Claims
- Provide guidance to Field re: areas of remediation from Insurance Field audits
- Gather various data points for Field Auditor on insured assets, claims, insurance coverage
- Stand up and execute Builder’s Risk coverage; maintain asset listing
- Annually review auto/vehicle list for retired assets, new assets and correct insurance allocation to the correct Operating Company
- Real Estate Owned (REO) – maintain & communicate the ‘owned’ portfolio across various operating companies; communicating w/ Manager periodically to align external Insurance broker
- Communicate w/ Insurance Broker re: adding/deleting insured assets throughout the year
- STATE COMPLIANCE (Department of Revenue and Secretary of State)
- File, pay, track/monitor variety of Tax initiatives for various corporate & family-owned legal entities with various States (Franchise Tax, Annual Return, Sales & Use Tax, Partnership Tax, Business Registration, etc). Emphasis on the State of WI.
- Ensure annual final or estimated tax payments and quarterly estimated payments are paid timely and accurately for various LLC entities
- FEDERAL COMPLIANCE
- Compile information from a variety of sources in support of the various mandatory federal filings across legal entities from U.S. Department of Commerce, Labor, Treasury, etc)
- Assist VP of Accounting in building a sustained annual structure for the close-out of the annual financials, submission to 3rd party tax preparers and the monitoring of the filing & acceptance of tax returns
- Ensure annual final or quarterly estimated tax payments are paid timely and accurately for various LLC entities and the core Operating Entities
- AUDIT
- 401(k) – support Leadership in the gathering of data for the completion of the annual audit
- Payroll Audits for Insurance & Workers Compensation – facilitate gathering data for the annual audit amongst the main Operating Companies
- As needed, compile data and historical transactions for external audit requests
- OTHER
- Examine, document, and analyze existing policies and procedures, researching alternative opportunities, developing more effective and efficient processes. Function as a positive change agent.
- Assist VP of Accounting in executing Special Projects to support the Accounting Department or as directed by Leadership & Ownership group
QUALIFICATIONS:
- Bachelor’s degree in accounting from a 4-year college/university or business experience equivalent
- +5 years related real estate, property management, corporate, accounting experience
- Above average Microsoft Excel or Database management
- Excellent written and oral communication skills; drives clear direction
- Strong organizational, problem-solving, and analytical skills
- Ability to manage priorities and workflow while maintaining diligence
- Ability to work independently and as a member of team dynamic
- Exposure to variety of software (i.e., Microsoft Office/Teams, AppFolio, Jonas, RealPage, Great Plains, TM1, Blackline, DocuSign, Adobe, Egnyte, JDE, NetSuite, etc)