Upward On

Bookkeeper

Upward On  •  Englewood Cliffs, NJ (Onsite)  •  1 month ago
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Job Description

About the Opportunity

This is an opportunity for a Bookkeeper to join a nationally active title insurance and 1031 exchange platform, supporting a high-volume, multi-state transaction environment. This role sits at the center of financial operations, with a strong focus on escrow accounting, transaction accuracy, and compliance. It offers meaningful exposure to complex real estate transactions and the ability to play a critical role in ensuring smooth, compliant closings across the business.

About the Company

Our client is a North New Jersey-based firm with a national presence, specializing in title insurance and 1031 exchange services. The platform supports a high volume of residential and commercial transactions, with a reputation for precision, compliance, and operational excellence across multiple states.

Role & Responsibilities

Escrow & Trust Accounting

  • Maintain and reconcile escrow and trust accounts
  • Process, record, and disburse escrow funds for real estate closings
  • Investigate and resolve discrepancies in a timely manner
  • Perform monthly three-way reconciliations (bank statement, escrow ledger, trial balance)

1031 Exchange Accounting

  • Record and track forward, reverse, and improvement exchange transactions
  • Monitor exchange timelines and flag at-risk transactions
  • Prepare exchange proceeds reports and coordinate with Qualified Intermediary (QI) team
  • Maintain proper documentation and audit trails in accordance with IRS requirements

General Bookkeeping & Accounts Management

  • Manage accounts payable and receivable, including premium remittances
  • Record daily financial transactions in QuickBooks
  • Reconcile bank, credit card, and general ledger accounts
  • Process payroll entries
  • Manage vendor relationships and ensure timely payments
  • Support month-end and year-end close processes

Reporting & Compliance

  • Generate financial reports including P&L, balance sheets, and transaction summaries
  • Assist with premium tax filings and multi-state remittance schedules
  • Support audits and regulatory reviews
  • Maintain records in accordance with title insurance regulations
  • Prepare 1099s and required tax documentation

Qualifications

  • 3–5+ years of bookkeeping experience within title insurance, real estate settlement, or closing services
  • Experience processing and reconciling HUD-1 and/or ALTA Settlement Statements (CD/TRID)
  • Strong understanding of the full real estate settlement lifecycle
  • Solid knowledge of escrow accounting and trust account reconciliation
  • Familiarity with 1031 exchange rules and Qualified Intermediary processes
  • Proficiency with accounting software (QuickBooks preferred)
  • Strong Excel skills
  • Highly detail-oriented with a high degree of accuracy and integrity
  • Ability to manage a high volume of transactions in a deadline-driven environment
  • Bachelor’s degree in Accounting, Finance, or related field preferred (or equivalent experience)

Compensation, Hours, Location

  • Salary: commensurate with experience, pls send your salary reqs
  • Full-time | Monday – Friday
  • Location: North New Jersey (Englewood Cliffs)
  • Benefits include health coverage, paid time off, and employee savings plan
  • Support for continuing education and industry certifications
Upward On

About Upward On

Upward On is a Talent Acquisition Firm that specializes in the Real Estate Industry. What sets Upward On apart from a traditional Executive Search firm is the personalized attention to the search, and the time taken to vet potential candidates before presenting to the employer. In addition to decades of personal relationships that have been cultivated, Upward On also has an impressive success rate at making successful and fruitful strategic partnerships between companies and employees.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
New York
Year Founded
2017
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