Real estate Jobs in Frisco, TX

Job Overview :

Search Solution Group is seeking a Senior Accountant on behalf of our client, a company that specializes in managing and advising on retirement plans, with a particular focus on small and medium-sized businesses. The firm offers customized 401(k) solutions, investment options, employee guidance, and plan administration support to maximize retirement savings for both companies and their employees. This position will play a key role in managing trust assets, ensuring compliance, and coordinating with various internal and external stakeholders.

Key Responsibilities :

Ensure compliance with all rules, regulations, and policies related to trust activities.

Serve as the point of contact for solicitations regarding family office investments.

Manage budgeting, planning, and project schedules related to trust assets used for approved initiatives.

Create, implement, and maintain policies and procedures within assigned teams or areas.

Work closely with Finance, Legal teams, and Bridgeway Properties staff as necessary.

Coordinate with external tax professionals to ensure accurate information for tax payments, tax loss selling, etc.

Hold discussions with investment managers regarding cash material contributions and withdrawals.

Maintain records for all trust activities and ensure proper retention.

Monitor FRS financial objectives and ensure compliance with FRS Compliance P&Ps.

Project manage documentation and timelines for prospective 1031 exchange opportunities.

Coordinate with the bookkeeper for Bridgeway Properties and accountants on estimated tax payments to ensure proper investment liquidity for tax payments.

Work with trustees on charitable activities or other obligations to ensure proper liquidity from investments.

Maintain a calendar for all trust accounting activities to ensure smooth operations.

Ensure the prompt payment of all approved trust expenses for vendors such as CPAs, attorneys, etc. Additional Responsibilities May Include :

Collaborate with property managers and accountants to gather real estate financial data to calculate financial performance and ensure proper liquidity for real estate activities.

Support real estate investment financial models and valuations.

Establish investment risk and performance criteria for all investments and measure actual performance against goals. Requirements Include :

Education :

Bachelor's Degree in Accounting, Finance, or related field required. Experience :

10+ years of relevant experience in trust accounting, financial planning, or a related field. Skills :

Strong knowledge of trust accounting and financial management.

Excellent organizational, time management, and problem-solving skills.

Proficient in managing budgets, planning, and project schedules.

Ability to work independently and make decisions based on judgment and analysis.

Strong attention to detail with the ability to retain and organize complex information over time. Certifications :

CPA certification preferred, but not required. Knowledge :

In-depth understanding of trust accounting and financial regulations.

Knowledge of real estate investment financial modeling and valuations is a plus.

Familiarity with tax regulations and compliance, particularly in relation to trust investments. Key Competencies :

Attention to Detail : Must be meticulous and able to retain and organize a large volume of information over time.

Problem-Solving : Ability to approach complex issues proactively and resolve them efficiently.

Time Management : Strong organizational skills and the ability to manage multiple tasks effectively.

Confidentiality : Maintain discretion with confidential financial information.

Collaboration : Ability to work well with internal teams and external partners to achieve shared goals. Additional Information :

Work Environment : Primarily office-based in Plano, TX, with some remote flexibility.

Travel Requirements : Occasional travel to client sites or other offices as required. How to Apply :

To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to [email protected]. Please ensure to include your resume and any other relevant documents or information that showcase your qualifications and suitability for the role. We appreciate your interest in joining our team and look forward to reviewing your application.

Company Overview :

Company Industry : Financial Services

Location : Plano, TX Equal Opportunity Employer Statement :

Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.

Disclaimer :

Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.