About the role
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.
Who We Are
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.
WHO WE’RE LOOKING FOR
We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company 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 Purpose
The Trust Accounting Specialist is responsible for managing the day-to-day trust accounting processes for property management companies with Trust Accounts. In addition to Trust Accounting expertise, this role requires strong written and verbal communication skills to effectively support client interactions, internal collaboration, and process documentation.
Requirements
Job Duties and Responsibilities:
Ownership of functions
Communication
Inbox management
Weekly update email to client
Evaluate and implement routine client communication as needed, even if not on the original instructions
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
To include transferring deposits to new ownership/management
To include Lease Only payouts
HAP payments
Late fees, eviction notices, NSF processing
Security deposits
Both the basic AppFolio flow, and any unique client constraints or policies
A/P cycle
Approve bills (if the VA enters the bills)
Management fee posting & payout
Vendor payments (with any 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
Required 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
Preferred Qualifications:
Experience in Google Suite products
Understanding of property management accounting
AppFolio
Rentvine
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)
If this role sounds like a great fit for you, we’d love to hear from you! Apply today and help us take our trust accounting capabilities to the next level.
Benefits
Salary
PTO
Health stipend
Originally posted on Himalayas