Accountant - Family Office

Accounting Upland, California


Description

Accountant – Family Office - Upland, Ca. 
 
The Lewis Group of Companies, one of the largest real estate developers and property management companies in the nation has an immediate opening for an experienced Accountant to join the accounting team at the corporate office in Upland, CA.
 
Running the gears of the company: In your role, you would report to the Family Office Accounting Manager and join a great team of Accounting stars who track the numbers, watch the details and keep it all moving. You will perform monthly bank and investment reconciliations for assigned trusts, private companies and individuals.
 
You are qualified and will thrive in this role if you:
 
  • Have 2+ years of accounting experience
  • You’re a specialist in accounting, ready to add your insight and experience to our team.
  • You are comfortable with analyzing data to make informed conclusions.
  • You can prioritize competing tasks and apply keen judgement
  • You have a willingness to learn new software
  • Have solid skills with MS Excel
Some of your duties will include:
 
  • Posting monthly income, contributions, distributions & monthly interest accruals on notes
  • Providing information to owners and officers, while preparing various ad-hoc analysis and reports
  • Entering invoices and processing checks weekly and preparing and reviewing a weekly cash report
  • Preparing quarterly professional/administration fees
  • Assisting with quarterly & year-end financial statement preparation
  • Assisting with preparation of cash flow forecasts
  • Making deposits and staying up-to-date with filing
An Accounting or similar 4-year degree is preferred, along with experience on an accounting team. Experience with Quickbooks is a big plus. 
 
In addition to a competitive hourly wage ($28-$33/hour depending on experience), Lewis offers a variety of medical and dental benefits plans, a 401k savings plan with company match, 20% apartment discounts, $30/month cellphone allowance, paid holidays, vacation time, educational reimbursement, continued training, advancement opportunities and much more.
 
Join the Lewis Group of Companies and you will be an important part of a winning team with a long history of successful apartment development and management. Our dedication to service is the key to a successful and rewarding future. This culture of both excellence and camaraderie is what makes Lewis a wonderful place to grow your career.
 
To learn more about Lewis, please visit our websites at www.lewismc.com & www.lewisapartments.com
 
APPLY TODAY
 
Lewis Apartment Communities is an Equal Opportunity Employer and encourages applicants with diverse backgrounds to apply.
 


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