Senior Real Estate Job Description

Senior Real Estate Job Description

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Senior real estate provides support to the development team’s projects to include, but not limited to, the functions of venture, legal, leasing, design, construction, construction management, material testing, development, and transition to Asset Management upon project completion.

Senior Real Estate Duties & Responsibilities

To write an effective senior real estate job description, begin by listing detailed duties, responsibilities and expectations. We have included senior real estate job description templates that you can modify and use.

Sample responsibilities for this position include:

Work with the SOX team to develop and maintain control procedures and documentation
Acting as the client contact for basic questions and information
Reviews and agreed-upon procedure engagements
Audit and consulting assignments
Handle all aspects of fieldwork from planning to completion
Prepare and/or supervise all financial statement audit areas
Recognize engagement issues and propose reasonable and effective solutions
Communicate effectively with client, manager, partner
Effectively supervise/train staff on engagement
Planning and organizing engagements

Senior Real Estate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Senior Real Estate

List any licenses or certifications required by the position: CPA, PMP, LEED, PE, LLM, CCIM, MRICS, CA, ACCA, JD

Education for Senior Real Estate

Typically a job would require a certain level of education.

Employers hiring for the senior real estate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Accounting, Real Estate, Finance, Business, Economics, Education, Engineering, MBA, Management, Architecture

Skills for Senior Real Estate

Desired skills for senior real estate include:

Construction
Operations
RF/System Performance functions
Transport
Excel
Development projects and site assembly
Planning law
Procedures
Accounting principles and auditing standards to effectively supervise staff and solve routine engagement problems
Advice and improvement to clients served

Desired experience for senior real estate includes:

3+ current or recent CPA firm experience servicing commercial and residential Real Estate clients
Must have 3+ years of Commercial Real Estate Experience
Provides the primary contact to ensure the company’s facility needs are being met
Other responsibilities include coordinating and administering vendor relations and contractual agreements for facilities-related programs
Understanding in fundamental database design and development
Conduct audit programs based assess and evaluate risk involved

Senior Real Estate Examples

1

Senior Real Estate Job Description

Job Description Example
Our growing company is looking for a senior real estate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior real estate
  • Prepare and review business and individual tax returns
  • Actively contribute to the design and planning of engagements
  • Create, update, and follow-up on client document request lists
  • Research technical guidance and provide potential conclusions to Managers and Partners
  • Proactively interact with, and update, clients, Managers and Partners to ensure the timely filing of reports
  • Take an active role in the development of interns and staff accountants
  • Understand investment deals and related agreements
  • Perform fixed assets reconciliation and depreciation calculation
  • Review daily cash balance report and calculate capital calls and
  • Assist senior deal managers/originators in sourcing and underwriting prospective real estate debt investments, including whole loans, subordinate notes and CMBS transactions
Qualifications for senior real estate
  • Degree in Accountancy / Finance
  • At least 3 years external and internal audit experience
  • Knowledge of state & local taxation is a plus
  • Sharp, organized well-spoken
  • 3-5 years of experience in the Real Estate
  • Solid understanding of budgets and forecasting
2

Senior Real Estate Job Description

Job Description Example
Our company is searching for experienced candidates for the position of senior real estate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior real estate
  • Partner with all appropriate internal teams and departments, including but not limited to Land Management and Legal Operations, on monetary and non-monetary defaults and assertions of management agreement obligations
  • Develop and track specific protocols and procedures with individual property owners/managers and lessors related to access to buildings and properties, financial and operational reporting
  • Assist Asset Manager in underwriting and managing existing portfolio of ~ $2.5B of mortgage and related investments
  • Conducting periodic credit reviews for the loans in the portfolio and suggesting internal rating changes
  • Continuous surveillance, monitoring and tracking of watch-list and special assets in the portfolio
  • Analysis of the market spreads and prices for all sectors within the Fixed Income
  • Underwriting and periodic reviews of niche market of Co-operative apartment’s within New-York city
  • Assist in making client books and pitch-books
  • Assist clients with fundamental Tax Planning analysis
  • Analyze client records to determine tax consequences and mitigate risk areas
Qualifications for senior real estate
  • 2+ years of Audit experience from a CPA firm
  • Previous Real Estate experience (Commercial and Residential)
  • Yardi/ MRI skills preferred but not required
  • Bachelor's degree with 3+ years of experience in real estate, private equity
  • A minimum of 3 years experience with an institutional real estate investor or lender with responsibility for real estate underwriting
  • Knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail and multifamily sectors
3

Senior Real Estate Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of senior real estate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for senior real estate
  • Work with partners and clients to provide maximum tax efficiency
  • Manage multiple clients’ needs at the same time
  • Maintain extensive contact with clients requiring strong interpersonal skills
  • Develop and guide staff professionals by providing effective performance feedback and training
  • Complete routine administrative tasks
  • Write the Functional and Non-Functional Specifications and prepare process diagrams which are to be included in the project/release
  • Be the central point of contact for Corporate Real Estate business stakeholders and suppliers and respond to questions related to the project requirements and design, provide high level work estimates
  • Participate in Supplier RFP processes
  • Review, analyze, and define application requirements as reflected in the requirement documents and contributes to the technical development specifications by ensuring that these meet the Requirements
  • Periodically perform internal audits of managing agents work
Qualifications for senior real estate
  • Highly organized, diligent and detail oriented
  • Strong project management skills to manage a large volume of workflow
  • Proficient in Argus property/portfolio modeling software
  • Experience must demonstrate that the candidate has all of the skills listed above
  • Must have 4+ years of commercial real estate accounting experience
  • Ability to prioritize and manage his/her workload to meet deadlines consistently with accuracy of financial information
4

Senior Real Estate Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of senior real estate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for senior real estate
  • Prepare complex corporate, partnership and individual returns
  • Prepare complicated tax returns and begin to review smaller tax returns
  • Preparing all financial statements for company subsidiaries
  • Prepare property and consolidated financials
  • Assist with month-end close duties, and maintain general ledgers
  • Assist with budgeting, vendor contracts and leases
  • Supervise and help drive the success of multiple engagements, specifically in the Real Estate industry
  • Work closely with Partners, Managers, and staff on client management, professional development, and business development activities
  • Successfully spread and analyze property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, Also spread personal financial statements and be proficient in cash flow analysis (spreading individual tax returns)
  • Underwrite real estate credit narratives for new loans for renewals, modifications and short-term extensions
Qualifications for senior real estate
  • Ability to review and analyze third party reports including engineering, environmental and appraisal reports
  • 3+ years of commerical real estate accounting experience
  • Real Estate industry is a MUST
  • Experience with Yardi/SAP and BlackLine is HIGHLY PREFERRED
  • Minimum of two (2) years of progressive audit and/or tax experience, experience in public accounting preferred
  • Additional technical skills a plus
5

Senior Real Estate Job Description

Job Description Example
Our company is growing rapidly and is looking for a senior real estate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for senior real estate
  • Run credit reports on companies and individuals to assist in the analysis process
  • Create and maintain all loan and credit files
  • Provide consulting services to business partners on initiatives (small to large of varying complexity)
  • Recommend solutions that satisfy sponsor/stakeholder needs continually exploring and assessing options for value-add for clients
  • Provide system analysis and support for several SaaS applications
  • Develop criteria for and/or participates in the evaluation of 3rd party vendors and software due diligence exercises
  • Work with the developers, various IT support teams, vendors and business users to address incidents/issues, and implement enhancements for SaaS applications
  • Effectively communicates and builds rapport with team members, stakeholders and business partners and vendors, where applicable, using a variety of techniques and collaboration from initiation to close
  • Resolve conflicts/issues of medium complexity and escalates others as appropriate
  • Prepare journal entries for accrual and tax books
Qualifications for senior real estate
  • Specific skills in real estate portfolio management, project management, technical, financial management, facilities management
  • 2-4 years of experience with public accounting, Big 4 highly preferred
  • Ability to develop and deliver presentation at most senior levels
  • Demonstrated track record of building meaningful productive relationships with executive-level property owners, landlords, lessors or other external clients
  • Demonstrated success identifying opportunities to secure additional rights on new and/or existing properties
  • Minimum of seven years of commercial real estate or wireless site acquisition experience required

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