CPA - Accounting Lead
AgoraAbout the role
Description
We're Agora, a Fin-Tech & Prop-Tech established, growing company. Our mission is to revolutionize the way Real Estate Investment firms and investors manage their capital, processes, and communication. Our Investment Management platform and services help companies raise and preserve more capital, increase investors' satisfaction, and reduce process complexity - by automating their back-office operations, introducing tools for investors' communication, and providing them with advanced solutions for better real-estate investment marketing efforts.
We are looking for a seasoned CPA with deep expertise in real estate accounting, tax, and bookkeeping, who is enthusiastic to join a tech company and to be a part of an innovative environment.
As the CPA - Accounting Lead at Agora, you will be instrumental in driving our accounting services sales and cross-sell efforts.
This is a strategic and client-facing role, where you’ll work closely with our sales team to support calls with prospects, and existing clients and ensure that our strategic accounts receive top-tier accounting support. You'll also be responsible for elevating internal knowledge and processes, helping us scale our financial services with precision and professionalism.
What are we looking for
Key Responsibilities
- Serve as the accounting subject-matter expert on sales calls, helping close deals and build trust with prospects.
- Oversee accounting quality and execution for strategic accounts, ensuring best-in-class service.
- Provide technical leadership on tax and bookkeeping matters, including implementation and advisory.
- Support internal teams with training, documentation, and best practices for real estate accounting.
- Collaborate with our product and operations teams to optimize service delivery and tool integration.
- Ensure compliance with federal, state, and local tax regulations. Identify and mitigate tax-related risks and ensure that all tax-related activities, including filing requirements, audits, and reporting, are executed in accordance with applicable laws and regulations to maintain the company's reputation.
- Partnerships: Nurture relationships with existing tax partners. Identify and evaluate potential new tax vendors/partners to ensure their professionalism and alignment with our company's values and goals.
Why Join Agora?
- Opportunity to work with cutting-edge technology and innovative solutions.
- Join a high-growth company with a dynamic and inclusive culture.
- Join a high-impact team building out new service verticals from the ground up.
- Work with top-tier real estate clients and a fast-moving, collaborative team.
- Make a significant impact on the company's growth and success.
- Be part of a mission-driven company shaping the future of real estate investing.
If you are a tax and bookkeeping professional with a passion for innovation, client service, and an entrepreneurial spirit, we encourage you to apply for the position of CPA - Accounting Lead at Agora. Join us in our mission to revolutionize the tech industry and drive innovation in real estate tax management.
Requirements
- Licensed CPA with 5–7+ years of experience in accounting, tax, and bookkeeping.
- Expertise in real estate accounting — especially in investor-level and fund-level reporting.
- Deep hands-on experience with:
- Tax software (e.g., CCH, Drake)
- Bookkeeping platforms (e.g., QuickBooks, Yardi, AppFolio, Buildium)
- Proven track record working with real estate investment companies, family offices, etc.
- Excellent communicator, able to translate complex accounting topics to non-accounting stakeholders.
- Client-first mindset with high attention to detail and accountability.
Nice to Have
- Experience in a startup or high-growth SaaS environment.
- Familiarity with 1031 exchanges, investor K-1s, and other real estate-specific tax nuances.
Equal opportunity
"Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.”
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