Staff Accountant - Tax

Overview

What you will be doing:

The Staff Accountant will be responsible for preparing and maintaining the general ledger of several entities, preparing monthly, quarterly and annual analysis of all balance sheet accounts, cash management, fixed asset management, and monthly closings - all with a focus on our tax basis of accounting. The focus is on tax returns preparation and review and sales tax preparation and review.

This position is based out of our corporate office in Conshohocken, PA with an in-office schedule of Monday-Thursday with the option to work from home on Friday.

Financial Reporting and Analysis:

• Prepare journal entries from support statements and reconcile bank accounts

• Prepare monthly reconciliations of general ledger accounts and ensure all reconciling items are resolved in a timely manner

• Reconcile daily P&L to the General Ledger; collaborate with colleagues in financial operations to obtain data and explain variances; report variances to management on a monthly, quarterly and annual basis

• Reconciliation of balance sheet and P&L accounts between GAAP and tax set of books focusing on book to tax differences

• Reviews, investigates, and corrects errors and inconsistencies in financial entries, documents, and reports with regards to the tax basis

• Ensure all month-end processes are followed and completed in a timely and accurate manner

• Prepare year-end account analysis for year-end tax work papers

Tax Compliance and Reporting:

• Prepare monthly, quarterly and annual tax returns or statements for assigned entities including footnotes and journal entries, including local tax return

• Booking global tax entries

• Processing of returns, quarterly estimated tax payments, certified mailings, K-1 processing

• Perform sales and use tax analysis, calculation and filing on a monthly, quarterly and annual basis as needed

• Facilitate and respond to state and local tax authorities on tax audits and notices as requested

Support and Miscellaneous:

• General Ledger preparation

• Provide customer service to assigned entities with both our employees, partners, and outside accountants

• Works on special projects and acquisition due diligence as requested

Qualifications:

• Bachelor's degree (B. A.) in accounting or finance from a four-year college or university

• 1-2 years' related experience; tax experience preferred

• Proficiency in Microsoft Office especially Excel

• Must be goal oriented and able to work in a fast-paced environment

• Strong problem solving, organizational and analytical skills

• Experience with fixed assets preferred

• Yardi experience is a plus

Competencies:

• Analytical Thinking: Demonstrates the ability to analyze complex data, recognize patterns, and provide insightful solutions, enhancing decision-making processes.

• Attention to Detail: Show meticulous attention in all tasks, from documentation accuracy to the thorough review of all financial entries. Proactively identify and correct discrepancies, ensuring high quality standards in every aspect of work.

• Communication: Clearly and effectively exchange information through written and verbal communication, ensuring messages are accurately conveyed and understood. Demonstrate active listening to fully understand requests or concerns, maintaining professionalism across all interactions.

• Mathematical Skills: Utilize advanced mathematical concepts to analyze data, support budgeting decisions, and interpret complex financial reports.

• Problem Solving: Demonstrate effective task organization and time management skills, prioritizing responsibilities to meet deadlines and adjust to changing priorities, ensuring high productivity and adherence to commitments.

• Time Management and Organization: Demonstrate effective task organization and time management skills, prioritizing responsibilities to meet deadlines and adjust to changing priorities, ensuring high productivity and adherence to commitments.

Employee Benefits:

• Employee referral payment program

• Bonus program

• Educational Enhancement Program

• Medical, Dental, and Vision benefits

• Life/AD&D Insurance

• Long and short term disability

• Retirement Plan - 401(k) Plan

• Discount on an apartment with any one of our properties

• Free access to pool and fitness center

If you are hired at Morgan Properties, your overall compensation package will also be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range.

Get To Know Us:

Established in 1985 by Mitchell Morgan, Morgan Properties is a national real estate investment and management company headquartered in King of Prussia, Pennsylvania. Jonathan and Jason Morgan represent the next-generation leaders growing the platform and overseeing the business operations. Morgan Properties and its affiliates currently own and manage a multifamily portfolio comprised of more than 350 apartment communities and over 95,000 units located in 19 states. The Company is among the three largest multifamily owners in the nation and the largest in Pennsylvania, Maryland, and New York. With over 2,500 employees, Morgan Properties prides itself on its quick decision-making capabilities, strong capital relationships and proven operational expertise.

Learn more about Morgan Properties at www.morganproperties.com.