Accountant / Trustee – REIT

We are seeking a highly organized, detail-oriented, and trustworthy professional to serve in a dual-capacity role as Accountant / Trustee for a Real Estate Investment Trust (REIT). This individual will be responsible for maintaining accurate financial records, supporting regulatory and tax compliance, monitoring trust and entity-level obligations, and helping ensure that the REIT operates in accordance with governing documents, fiduciary standards, and applicable laws.

The ideal candidate will have a strong accounting background, experience with real estate entities or investment vehicles, and a clear understanding of fiduciary duties, governance, and trust administration. This role requires discretion, accuracy, sound judgment, and the ability to work closely with ownership, legal counsel, tax advisors, and third-party administrators.

Key ResponsibilitiesAccounting Responsibilities

• Maintain the general ledger and oversee day-to-day accounting operations for the REIT and related entities
• Prepare monthly, quarterly, and annual financial statements
• Reconcile bank accounts, balance sheets, intercompany accounts, and investment activity
• Track rental income, distributions, property-level expenses, reserves, debt service, and capital expenditures
• Coordinate accounts payable, accounts receivable, and cash management functions
• Assist with budgeting, forecasting, and variance analysis across the REIT portfolio
• Support annual audits, reviews, and financial reporting requirements
• Coordinate with external CPAs on tax filings, including REIT-specific compliance matters
• Monitor distribution calculations and assist in verifying compliance with REIT income and distribution requirements
• Maintain accurate records for investors, ownership interests, trusts, and related entities
• Assist with entity structuring records, capital contributions, and distribution schedules

Trustee / Fiduciary Responsibilities

• Serve as trustee or trust administrator, where applicable, in accordance with trust agreements and governing documents
• Carry out fiduciary duties with loyalty, care, impartiality, and good faith
• Maintain complete and accurate trust records, resolutions, and documentation
• Ensure the trust and REIT entities are administered in compliance with governing instruments and applicable state and federal law
• Review trust agreements, operating documents, and organizational records to ensure adherence to trustee obligations
• Coordinate trustee actions with legal counsel, tax professionals, and executive leadership
• Assist with maintaining corporate formalities, meeting records, and compliance calendars
• Oversee document retention, trust account administration, and recordkeeping for trust-held assets or interests
• Help facilitate distributions, approvals, signatures, and trustee consents where required
• Monitor deadlines, reporting obligations, and compliance requirements tied to fiduciary administration

Compliance and Governance

• Assist with compliance related to REIT qualification, entity governance, and regulatory filings
• Support preparation of internal reports for executives, trustees, and stakeholders
• Maintain confidentiality of financial records, ownership information, trust matters, and investor data
• Coordinate with attorneys and compliance professionals on legal, tax, and governance matters
• Help establish and maintain internal controls, approval workflows, and documentation standards
• Ensure proper handling of sensitive trust, entity, and investor information

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field
• CPA, CMA, or trust-related certification preferred but not required
• 5+ years of accounting, trust administration, or real estate finance experience preferred
• Experience with real estate entities, investment vehicles, partnerships, LLCs, or REIT structures strongly preferred
• Understanding of fiduciary responsibilities, trust administration, and corporate governance principles
• Familiarity with financial reporting, audits, tax coordination, and entity-level compliance
• Strong knowledge of Microsoft Excel and accounting systems
• Ability to handle confidential information with discretion and professionalism
• Excellent organizational skills with strong attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple deadlines and work independently

Preferred Experience

• Experience working with commercial real estate portfolios or private investment vehicles
• Familiarity with REIT compliance concepts, including income tests, asset tests, and distribution requirements
• Prior experience supporting trustees, managing trust records, or administering family office / investment trust structures
• Experience coordinating with outside legal counsel, tax advisors, and auditors
• Knowledge of entity structures involving LLCs, trusts, and holding companies

Core Competencies

• Financial accuracy and reporting discipline
• Fiduciary judgment and integrity
• Trust administration and recordkeeping
• Regulatory awareness and compliance mindset
• Discretion and confidentiality
• Process organization and deadline management
• Analytical thinking and problem solving

Compensation

• Competitive base salary, commensurate with experience
• Bonus opportunity based on performance and portfolio milestones
• Potential long-term incentive participation depending on role scope
• Benefits package to be discussed based on employment structure

Work Environment

• Full-time
• In-office, hybrid, or remote depending on company needs
• May require coordination with attorneys, CPAs, property managers, lenders, and executive leadership

Ideal Candidate Profile

The ideal candidate is more than just an accountant. This person is a steady, reliable operator who can protect the integrity of the REIT’s books, records, and fiduciary processes. They understand that this role sits at the intersection of accounting, governance, compliance, and trust administration, and they are comfortable acting with a high degree of responsibility and professionalism.

Pay: $49,411.63 - $59,506.48 per year

Benefits:

• Health insurance

Work Location: Hybrid remote in Irving, TX 75039