[Hiring] Property Management Trust Accountant @ProfitCoach

Role Description

ProfitCoach is actively hiring experienced Trust Accounting Specialists with hands-on AppFolio or Rentvine experience to join our U.S. property management accounting team. This is a full-time, long-term remote role supporting property management companies with daily trust accounting, bank reconciliations, and financial operations.

Important: Only apply if you have real AppFolio or Rentvine experience and can demonstrate strong written communication skills.

• Ideal Start Date: Immediately
• Hours of Work: Hourly, anticipated 40 hours/week
• Compensation: $7-$10/hour
• Status: Full-time position

After applying, please keep an eye on your email (including spam/junk folders), as some of our messages may land there.

Qualifications

• Background in Accounting or proven understanding of basic accounting principles
• Experience with Appfolio
• Intermediate proficiency in Microsoft Excel and Google Sheets
• Good command of written communication
• Excellent problem-solving skills
• Detail-oriented
• Able to understand new concepts with written and hands-on support

Requirements

• Experience in Google Suite products (preferred)
• Understanding of property management accounting (preferred)
• Experience with Rentvine (preferred)

Benefits

• Salary
• PTO
• Health stipend

Company Description

ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.

Mission of the Role

The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client.

Job Duties and Responsibilities

• Ownership of functions
• Communication
• Inbox management
• Weekly update email to client
• Evaluate and implement routine client communication as needed
• Notify the AE of client dissatisfaction, unmet deadlines, higher-level issues
• Accounting requests to include:
• Vendor credits
• Transferring funds
• General receipts & deposits
• Tenant charges
• Tenant deposits
• Tenant credits
• Owner adjustments
• Ownership changes
• Owner cancellations
• Transferring deposits to new ownership/management
• Lease Only payouts
• HAP payments
• Late fees, eviction notices, NSF processing
• Security deposits
• Basic AppFolio flow and unique client constraints or policies
• A/P cycle
• Approve bills (if the VA enters the bills)
• Management fee posting & payout
• Vendor payments (with unique client constraints)
• Send physical check files to client
• Issue or request stop payments as directed
• Owner accounting
• Owner statement review & sending
• Owner disbursements
• Banking
• Bank deposit followup
• Bank reconciliation troubleshooting & review
• Initiating bank transfers
• With AE approval, enter corrective JEs
• Review issued checks past 90 days
• Other projects
• Negative & positive FDR review
• Assist with 1099s and other AE-assigned projects as requested
• Ad hoc reporting (with established process)
• Review management fees for new move-ins
• Review fee settings on vacant properties
• Manage recurring JEs/recurring bills
• Administrative expectations:
• Participate in setting and meeting SMART goals on a monthly and quarterly basis
• Attend weekly company meetings
• Participate in company initiatives

Working Conditions

• The job of Trust Accounting Specialist is performed in a work-from-home environment
• Expectation of set working hours of overlap with Mountain, Central, or Eastern Standard Time
• Virtual communication is routine, so must have reliable internet connection and use of a webcam

Culture Fit / Core Values

• Think Abundantly
• Own the Outcome
• Be Courageous
• Leverage Your Talents
• ADEPT Communication (Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth always)