** Hybrid Position.
Offices in Milwaukee, Chicago and Kenosha**
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)
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