Operations Manager / Bookkeeper
Giving Tree Realty
Charlotte, NC
Posted ago
Giving Tree Realty

We are looking for a stand-out  Operations Manager / Experienced Bookkeeper who is looking to grow into the position as Controller or CFO. 

Join a truly unique and relevant real estate firm that is raising the bar in the real estate industry each and every day. You will help oversee our community of 100+ new real estate agents that believe in this higher idea of "paying it forward"... 

You will "run the show" along with upper management at our Charlotte, NC headquarters. 

Join our family and be a part of something far bigger than just a J.O.B. Enjoy an awesome work environment and only work a 1/2 day on Fridays! 

  • Build, implement, and manage all systems for sellers, buyers, lead generation, database management, information management, and back-office support 
  • Responsible for all financial systems, including maintaining the books, paying the bills, handling payroll, assuring the collection of commissions, maintaining the budget, and generating financial reports 
  • Create and maintain an operations manual that documents all systems and standards 
  • Coordinate the purchase, installation, and maintenance of all office equipment 
  • Keep the lead agent informed regarding any problems or issues that need to be handled 
  • Maintain and develop marketing systems
  • Build, implement, and manage all systems for sellers, buyers, lead generation, database management, information management, and back-office support  
  • Long term planning
  • First Impressions and all other office related duties

Bookkeeping (all related entities)

  • Assist with direct deposit set up, debit cards and credit cards, etc.
  • Integrate Transaction Report into QuickBooks
  • Work with new CPA
  • Chart of account
  • All bank account reconciliations (monthly) for GTR and affiliated companies
  • Credit card reconciliations (monthly)
  • All accounts payable
  • All payroll
  • All accounts receivable and invoicing including: vendor / strategic partner / tenant (rent and marketing fees), B-A fees, transaction fees, etc.
  • All GTR spreadsheets
  • Transaction file compliance and cloud management
  • Cash management / cash flow analysis
  • Financial statements
  • IRS 941s and all quarterly reporting
  • Personal property filings
  • All 1099s
  • All W2s
  • Year end close-out for CPA
  • NC Sec of State filings
  • All credit/debit card charges
  • New credit card for mileage points
  • Weekly sales report (including pipeline from DotLoop)
  • Weekly cash flow report
  • Monthly income statement
  • Monthly track projected against actual



  • Must have bookkeeping experience... Quick Books Pro designation a plus
  • Must have 4 year college degree
  • North Carolina Real Estate License a big plus


  • Well written with strong communication skills
  • Extremely organized (almost to a fault)
  • Technology oriented with extensive experience in Excel, Word, Publisher
  • Strong experience in creating Excel spreadsheets and organization tracking
  • Ability to learn new technology quickly
  • Friendly, likable and must make great first impression
  • Huge opportunity for the right candidate

Please apply ONLY if you meet both applicant requirements.

$48,000 - $55,000 based on experience (plus bonus)
About Giving Tree Realty

AWESOME company! Tremendous opportunity to join a firm that is truly a family of caring individuals!

Giving Tree Realty is one of the fastest growing real estate firms in the Carolinas. We are built upon a foundation of giving. We donate a portion of every real estate transaction to charity. When you choose to work with us, you instantly become part of our good works.

Work in a Historic 1926 Building that is warm, cozy + inviting with beautiful architecture + design and with AWESOME amenities: Conference Room, Board Room, Kitchen, Private Outdoor Patio (with relaxed seating/music/fire pit table and more) and a 3rd floor Quite/Relaxation Room with massage chairs (coming soon). Our building is the very BEST location in Dilworth on the corner of East Blvd + Charlotte Drive with great pedestrian connectivity. Enjoy the cool Dilworth vibe with great eateries, bars and shopping a short walk away.

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