Property Management Trust Accountant (IN)
- Role
- Finance
- Employment
- Full-time
Open to IN only. Set where you work from to check your eligibility.
No BS summary
Full-time remote Trust Accounting Specialist in India with real AppFolio or Rentvine experience, accounting fundamentals, and strong written communication. Must support U.S. property management clients across trust accounting, reconciliations, A/P, owner accounting, and financial operations with overlap to Mountain, Central, or Eastern time.
Core skills
Required skills
Optional skills
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: $8-$11/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
What you'll do
- Deliver the ProfitCoach Experience to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting.
- Maintain an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client.
- Manage the day-to-day trust accounting processes for property management companies with Trust Accounts.
- Support client interactions, internal collaboration, and process documentation through strong written and verbal communication.
- 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.
- Handle vendor credits.
- Transfer funds.
- Handle general receipts & deposits.
- Handle tenant charges.
- Handle tenant deposits.
- Handle tenant credits.
- Handle owner adjustments.
- Handle ownership changes.
- Handle owner cancellations.
- Transfer deposits to new ownership/management.
- Handle Lease Only payouts.
- Handle HAP payments.
- Handle late fees, eviction notices, NSF processing.
- Handle security deposits, including the basic AppFolio flow and any unique client constraints or policies.
- Manage A/P cycle.
- Approve bills if the VA enters the bills.
- Post and pay out management fees.
- Manage vendor payments with any unique client constraints.
- Send physical check files to client.
- Issue or request stop payments as directed.
- Manage owner accounting.
- Review and send owner statements.
- Handle owner disbursements.
- Follow up on bank deposits.
- Troubleshoot and review bank reconciliations.
- Initiate bank transfers.
- With AE approval, enter corrective JEs.
- Review issued checks past 90 days.
- Review negative & positive FDR.
- Assist with 1099s and other AE-assigned projects as requested.
- Prepare ad hoc reporting with established process.
- Review management fees for new move-ins.
- Review fee settings on vacant properties.
- Manage recurring JEs/recurring bills.
- Participate in setting and meeting SMART goals on a monthly and quarterly basis.
- Attend weekly company meetings.
- Participate in company initiatives.
What they require
- Experienced Trust Accounting Specialists with hands-on AppFolio or Rentvine experience.
- Only apply if you have real AppFolio or Rentvine experience and can demonstrate strong written communication skills.
- Ready to jump into a thriving, entrepreneurially-driven company.
- Honest, coachable, invested, and willing to give their best to their clients and team.
- Growth mindsets, courage, candor, gratitude, and entrepreneurial spirit.
- All in for the next steps of company growth.
- 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.
- Reliable internet connection and use of a webcam.
- Expectation of set working hours of overlap with Mountain, Central, or Eastern Standard Time.
- Preferred: Experience in Google Suite products.
- Preferred: Understanding of property management accounting.
Benefits
- Salary
- PTO
- Health stipend
- Completely remote work environment.
- Coaching and professional growth.
ProfitCoach was founded on core Christian values and positions itself as a property management thought leader, providing accounting support to U.S. property management companies in a completely remote work environment.