Job description

Summary:

Balancing vision and innovation with experience and integrity, Lerner has been at the forefront of commercial real estate in the Washington area for over 75 years. Founded by Theodore N. Lerner in 1952, Lerner is a best-in-class real estate developer and property manager with a diverse, award-winning portfolio of office, residential, retail, hospitality, and mixed-use properties. Since the delivery of Tysons Corner Center and Wheaton Plaza in the 1960s up to the present day, no other company has done more to transform and define the landscape of metropolitan Washington than Lerner. The company’s future is even more compelling, with a wide range of market-defining projects in its robust development pipeline.

Reporting to the Sr. Vice President – Corporate Treasurer, this position will work with Directors and Managers responsible for a broad range of administrative duties to support the Tax & Treasury and Ownership Accounting Groups.

Essential Duties and Responsibilities:

Answer and direct phone calls.

Schedule meetings, arrange facilities and equipment, and greet guests.

Organize and distributes mail, faxes, and deliveries. Prepare outgoing mail, faxes, and deliveries, including courier and UPS.

Compose correspondence, memoranda, and other documents, some of which may be of a confidential nature, obtain wet ink or DocuSign signature; ensure documents are completed and filed as needed.

Receive and log all incoming checks for deposit for the ownership group.

Prepare bank reconciliations for a select group of accounts using accounting software.

Assist with data entry for the accounts payable function and preparation of letter wires.

Act as vault room administrator, preparing paper and electronic files for upload for the Ownership group of entities.

Assist with Know Your Client and Anti Money Laundering reporting requirements, which may include obtaining documents from the Ownership group.

Prepare completed PDF tax returns for signature, circulate, scan signature pages, and insert into original.

File electronic tax returns, support documents, and mail confirmations. Mail electronic and paper partner k-1s.

Prepare and filing of routine informational returns.

Assist with the gathering and electronic filing of tax support documentation for the ownership group and outside accountant(s).

Maintain records and files for Tax and Treasury Department. Includes scanning, copying, and filing as needed.

Maintain annual state filing list and pay annual fees.

Prepare W-9s for signature and distribution.

Execute other duties and responsibilities as assigned.

Requirements:

High school diploma or equivalent, college degree preferred

5+ years’ experience as an Administrative Assistant, 2+ year at a Sr. level preferred

Proficient computer skills and experience with MS Office products, including Work. Excel, Adobe, Outlook, and Visio. Being familiar with Yardi Property Management Software is a plus. Ability to learn and master new software.

Ability to collect data, establish facts, interpret a variety of technical instructions, and deal with variables

Demonstrated success in following through and completing projects

Excellent organizational skills and attention to detail

Strong verbal and written communication skills

Excellent customer service and interpersonal skills

Ability to prioritize and multi-task

Ability to take initiative and ownership of projects.

Ability to work independently and in a team environment

All applicants for employment at Lerner are required to be fully vaccinated against COVID-19 prior to commencing employment. Applicants who receive a conditional offer of employment will be required to produce proof of vaccination status prior to their first day of employment. Applicants with qualifying disabilities or bona fide religious objections may be exempted from this requirement or otherwise accommodated if they are unable to be vaccinated.

Additionally, all applicants for employment at Lerner Enterprises who receive a conditional offer of employment will be required to pass a background check and reference checks prior to commencing employment.

All qualified applicants to Lerner are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran's status, or any other protected characteristic.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Rockville, MD 20852: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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