POSITION SUMMARY

The Director of Accounting is responsible for the day-to-day management and continuous operation of the accounting organization for Topa Equities, Ltd. and its subsidiaries. The primary focus will be on preparing and reviewing corporate consolidated financial statements and creating formal processes and procedures that govern our accounting organization across multiple business entities. This position reports to the CFO.

ESSENTIAL FUNCTIONS

• Oversees the general accounting function, which includes accounting, cash management/reconciliation, financial reporting
• Guides financial decisions and strategies by developing, implementing, and enforcing policies and procedures
• Ensures that company financial records, under responsibility, are maintained in compliance with company policies and US GAAP. Responsible for reviewing monthly/quarterly account reconciliations and other documents to ensure this compliance
• Design and implement appropriate internal controls to maintain compliance and drive operational efficiency
• Prepares documentation and analysis to respond to internal and external requests
• Provides status of financial condition by collecting, interpreting, and reporting financial data
• Prepares ad hoc reports as needed by collecting, analyzing, and summarizing information and trends
• Lead a team of accounting professionals, by clearly defining company and departmental goals fostering accountability, and getting results
• Ensures that the accounting department is staffed with qualified financial personnel capable of meeting the objectives and responsibilities. Responsible for continued development of these associates

POSITION QUALIFICATIONS

Experience and Education:

• Undergraduate Degree in Accounting plus CPA certification
• 10 years of combined Public Accounting and Private Industry accounting experience
• Prior management experience required
• Knowledge of Oracle ERP preferred
• Demonstrated ability to form, lead and develop high-performing teams
• Ability to work collaboratively across departmental functions
• Experience in analyzing business performance and developing financial plans
• Strong knowledge of US GAAP, internal controls and financial reporting, required
• Excellent communication and leadership skills are mandatory

Competency Statement(s):

• Accountability-Accept responsibility and account for his/her actions
• Communication-Communicate effectively with others both verbally and written
• Decision Making-Make critical decisions while following company procedures
• Business Acumen- Grasp and understand business concepts and issues while possessing a strategic perspective
• Adaptability-Adapts to change in the work environment; able to deal with frequent change, delays, or unexpected events without being overly hierarchical
• Trust – Portray a positive and well-liked image, ultimately developing trust and synergy with the entire organization
• Leadership – Ability to influence others to perform their jobs effectively and to be responsible for making decisions in operational and financial departments

POSITION SUMMARY:

The Senior Tax Accountant is responsible for the day-to-day processing and monitoring of the tax organization for Topa Equities, Ltd. and its subsidiaries. The primary focus will be on preparing corporate tax returns as well as researching and identifying any tax issues.

ESSENTIAL FUNCTIONS:

• Prepare federal and state income tax returns and calculate related estimated tax payments; legal entities include S corporation, qualified subchapter S subsidiary, multiple and single member limited liability companies, C corporation and subsidiary, controlled foreign corporation
• Assist in setup tax information request workbook for legal entities return filings
• Research federal, state tax issues as necessary
• Maintain tax records and ensure proper tax accounting for return filings
• Assist in maintenance of tax calendar
• Assist with special projects as needed
• Prepare responses to federal and state tax notices
• Assist in advising business units on miscellaneous tax matters

POSITION QUALIFICATIONS:

• BS in Accounting required; CPA preferred
• Minimum 3 years of work experience in public accounting firm preferred
• Detail oriented, highly organized and able to work independently
• Strong tax research and writing skills
• Strong accounting, analytical, and tax technical skills
• Must have excellent Excel spreadsheets skills
• Strong organizational, effective time management and prioritization skills

COMPETENCY STATEMENTS

• Accountability-Accept responsibility and account for his/her actions
• Communication-Communicate effectively with others both verbally and written
• Decision Making-Make critical decisions while following company procedures
• Business Acumen- Grasp and understand business concepts and issues while possessing a strategic perspective
• Adaptability-Adapts to change in the work environment; able to deal with frequent change, delays, or unexpected events without being overly hierarchical
• Trust – Portray a positive and well-liked image, ultimately developing trust and synergy with the entire organization.

POSITION SUMMARY

The Human Resources Director will serve as a strategic business partner to Topa Equities’ Beverage Group in Hawaii and will be responsible for leading the overall strategy, administration, coordination and evaluation of the human resource function. This position will report to the Chief People Officer and is based in Oahu, Hawaii. The incumbent will partner with the Topa Corporate HR Team in matters related to the following:  Performance Management Systems and Processes, Compensation and Benefits, Workers Compensation, Leaves of Absence, Payroll, HR Information Systems and Technologies Platforms.

ESSENTIAL FUNCTIONS

• Operates as a strategic advisor and tactical business partner to all Hawaii operations.
• Broad knowledge of HR practices including change management, employee relations and employment law, performance management, talent acquisition, is essential.
• Builds strong business relationships with business leaders, management, and employees.
• Understands the key drivers of the business and how effective HR can assist with achieving organizational goals.
• Serves as a coach, advisor and change agent within the company, demonstrating the ability to influence, negotiate, and gain commitment at all levels of the organization.
• Partners with business leaders to actively assess staff to identify team strengths and gaps and determine appropriate solutions to bridge gaps and mitigate risks.
• In partnership with Talent Acquisition, leads the Hawaii recruitment strategy to create viable internal and external talent pools.
• Delivers HR initiatives, programs, and processes to the business including performance management, payroll, compensation and headcount planning, talent review and succession management processes.
• Partners with HR Corporate Teams to deliver solutions that address the needs of the business and enable organizational success.
• Leads the Hawaii Beverage HR Team and ensures all operating procedures are current and in compliance.
• Manages employee relations issues/concerns as needed, to resolve and manage risk.
• Promotes an environment of inclusion for all employees.
• Practices candid dialogue to resolve differences of opinion and build stronger solutions.

• Operates with unquestionable integrity and confidentiality.
• Offers objective and timely feedback to colleagues.
• Confronts difficult situations and problems promptly without avoidance.

• Quickly adapts to change and leads others through change.

• Sees and pursues opportunities for improvement within his or her basic duties.
• Takes the initiative to do what needs to be done without being asked; is proactive.
• Stays informed of developments and emerging trends in his or her field or business.

• Completes all assigned tasks on-time with minimal oversight.
• Consistently meets or exceed milestones and commitments.

POSITION QUALIFICATIONS

Experience and Education:

• Bachelor’s degree in Human Resources Management, Business Management or related fields preferred.
• PHR or SPHR preferred.
• Minimum of 10 years’ experience in a Human Resources leadership position.
• Experience in leading a team of HR professionals.
• Ability to objectively coach employees and management through complex, difficult, and emotional issues.
• Ability to create and analyze people related metrics, presentations, and present to HR and Business leaders.
• Must have the ability to make recommendations to effectively resolve problems or issues, by using judgment that is in consistent with standards, practices, policies, procedures, regulation or government law.
• Strong understanding of employment law and other government compliance regulations.
• Detail orientated with excellent organizational skills.

COMPETENCY STATEMENT(S)

• Accountability – Ability to accept responsibility and account for his/her actions.
• Accuracy – Ability to perform work accurately and thoroughly.
• Business Acumen – Ability to grasp and understand business concepts and issues.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
• Honesty / Integrity – Ability to be truthful and seen as credible in the workplace.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Reliability – The trait of being dependable and trustworthy.
• Responsible – Ability to be held accountable or answerable for one’s conduct.
• Analytical Skills – Ability to use thinking and reasoning to solve a problem.
• Communication, Oral – Ability to communicate effectively with others using the spoken word.
• Communication, Written – Ability to communicate in writing clearly and concisely.
• Problem Solving – Ability to find a solution for or to deal proactively with work-related problems.
• Emotional Intelligence – Engaged, enthusiastic team member who motivates others to excel.

BEHAVIORS

• Collaborative working style and team player attitude
• Ability to work independently with little supervision
• Outstanding organizational skills, attention to detail and ability to prioritize tasks
• Strong decision making, planning and problem-solving skills.

POSITION SUMMARY

The HR Manager-Benefits is responsible for overall HR department support with specific oversight and administration of employee benefits for all company entities. As needed, this position provides special guidance, assistance, and training to all locations on various employee benefits plans. This position oversees the development, provides recommendation, and implements approved, new or modified plans and employee benefit policies and supervises administration of existing plan. This position develops cost control procedures to assure maximum coverage at the least possible cost to company and employee.

ESSENTIAL FUNCTIONS

• Create, drive and execute strategic workforce planning in partnership with leadership to achieve long term vision
• Lead, develop/refine and implement HR strategies that will support the growth of the business through talent management, performance management and leadership development
• Develop and maintain trusted advisor relationship with business leadership
• Provide expertise in the following areas: employee relations, performance management, compensation and rewards, learning and development, recognition programs and data analysis
• Provide day-to-day coaching and guidance to leaders in the organization
• Assist with the communication, rollout and change management of HR programs and initiatives
• Provide timely information and/or education to all levels of the organization on HR related topics
• Analyze trends and utilize data, metrics and analytics to guide decision making and provide proactive solutions to the organization
• Solve problems and get to the root cause of any issue, no matter how complex
• Design and quickly implement solutions across multiple disciplines, even those beyond people and organizational solutions

• Administer employee benefits programs such as retirement plans; medical, dental, vision plans; life insurance plans; worker’s compensation plans; disability programs; and wellness programs.
• Develop specifications for new plans or modify existing plans to maintain company’s competitive position in labor market, and obtain uniform benefits package for all company locations, where possible.
• Install approved new plans or changes to existing plans by preparing announcement materials, plan summary documents and other media for communicating plans to employees. Conduct employee meetings and arrange for enrollment. Advise and counsel management and employees on existing benefits.
• Prepare and execute, with legal consultation, benefits documentation, such as original and amended plan texts, benefit agreements and insurance policies. Instruct insurance carriers to effect change in benefits program. Ensure prompt and accurate compliance.
• Complies with federal, state, and local legal requirements by studying existing and new legislation; obtaining qualified opinions; enforcing adherence to requirements; advising management on needed actions.
• Develop benefits information and statistical and census data for brokers, insurance carriers and management.
• Assure company compliance with provisions of Employee Retirement Income Security Act and the Affordable Care Act. Supervise preparation of reports and applications required by law to be filed with federal and state agencies, such as Internal Revenue Service, Department of Labor, and other regulatory agencies.
• Handle benefits inquiries and complaints to ensure quick, equitable, courteous resolution.
• Supervise maintenance of enrollment and claims records for all benefits plans. Reconciles benefits accounts by maintaining and approving billing statements.
• Responsible for developing, maintaining, and managing the company’s workers compensation program. Implements all matters of the program, including claim investigations, settlements, and litigation. Recommends loss control strategies, ensuring program conformance to applicable laws and regulations; preparing required reports; and monitoring and evaluating the program to ensure quality service.
• Oversees preventative safety programs and works with management to develop relevant polices as needed. Participates in workplace safety and health planning meetings. Ensures managers and supervisors have the appropriate safety and health; accident prevention; and investigation training. Ensures that safety and health hazards are corrected, eliminated or guarded.
• Other duties and projects as assigned.

SKILLS & ABILITIES

Experience and Education:

• Bachelor’s or Master’s degree in Business Administration or Human Resource Management.
• Five (5) years of experience of in benefits administration.
• Certifications / Designations: SHRM-CP, SHRM-SCP, PHR, SPHR and/or other related professional designation preferred.
• Thorough knowledge of insurance, types of policies and coverage is a must. This includes health insurance, workers compensation, life insurance, and disability insurance programs.
• Excellent verbal and written communication skills with an ability to interact with all levels of the organization.
• Demonstrated leadership and management ability in a complex organization.
• Demonstrated ability to manage a large geographically dispersed team to achieve corporate and business unit objectives.

Computer Skills:

• Advanced knowledge of MS Office applications (Word, Excel, Access and PowerPoint)

Behaviors:

• Collaborative working style and team player attitude
• Ability to work independently with little supervision
• Outstanding organizational skills, attention to detail and ability to prioritize tasks
• Strong decision making, planning and problem-solving skills.

POSITION SUMMARY

The Manager of Tax is responsible for the day-to-day management and oversight of the tax organization for Topa Equities, Ltd. and its subsidiaries. The primary focus will be on preparing and reviewing corporate tax returns as well as standardizing processes and making recommendations on strategies that will resolve potential tax issues.

ESSENTIAL FUNCTIONS:

• Prepare and/or review federal and state income tax returns and calculate related estimated tax payments; legal entities include S corporation, qualified subchapter S subsidiary, multiple and single member limited liability companies, C corporation and subsidiary, controlled foreign corporation
• Setup and standardize tax information request workbook on legal entities return filings for next tax season
• Identify, research, and make recommendations to resolve potential tax issues
• Draft tax technical memorandums; ensure proper documentation for return positions
• Maintain tax calendar
• Assist with special projects as needed
• Prepare and/or review responses to federal and state tax notices
• Assist in advising business units on various tax matters

POSITION QUALIFICATIONS

• Bachelor’s degree in Accounting required; CPA preferred; Master’s in Taxation a plus
• Minimum of 5 – 6 years of work experience in public accounting firm suggested; experience in both private industry and public accounting preferred
• Detail oriented, must be able to work independently and be a team player.
• Strong tax research and writing skills
• Strong accounting, analytical, and tax technical skills
• Must have excellent Excel spreadsheets skills.
• Strong organizational, effective time management and prioritization skills

COMPETENCY STATEMENTS

• Accountability-Accept responsibility and account for his/her actions
• Communication-Communicate effectively with others both verbally and written
• Decision Making-Make critical decisions while following company procedures
• Business Acumen- Grasp and understand business concepts and issues while possessing a strategic perspective
• Adaptability-Adapts to change in the work environment; able to deal with frequent change, delays, or unexpected events without being overly hierarchical
• Trust – Portray a positive and well-liked image, ultimately developing trust and synergy with the entire organization.
• Leadership – Ability to influence others to perform their jobs effectively and to be responsible for making decisions in operational and financial departments.

POSITION SUMMARY

The Payroll Specialist is responsible for the administration and execution of all daily payroll department operations and tasks.  The Payroll Specialist prepares, maintains and manages all payroll functions to ensure every employee is paid properly and in compliance with all applicable rules, laws regulations and company policies. The Payroll Specialist coordinates efforts between payroll, H.R., Accounting and other departments to insure proper flow and maintenance of all employee and payroll data.

ESSENTIAL FUNCTIONS

Essential Functions Statement(s)

• Control, process and record all payroll and related functions accurately, efficiently, on time and in compliance with all applicable policies, rules and regulations. Manage workflow to ensure all payroll transactions are processed accurately and efficiently.
• Ensure accuracy of timekeeping systems and records, coordinating with management personnel regarding timekeeping issues and related documentation (e.g. missing punches, time sheet corrections, adjustments, meal/break waivers etc.). Ensure entries and calculations comply with company policy and all applicable laws/regulations.
• Ensure accuracy and compliance of all paid time off and attendance systems and records, coordinating with management and H.R. on attendance matters and applicable policy, procedures, absence/leave benefits etc. Maintain and ensure accuracy of PTO and accrual balances, prepare and distribute all related analysis, reports etc.
• Maintain current payroll and employee data in payroll system associated with all employee payroll activity (e.g. new hires, separations, LOA, pay changes, tax data, standard and voluntary pay deductions, employee changes, garnishments, adjustments, benefit/retirement plans etc.) and process all related analysis, reports etc.
• Execute time system processes to interface with payroll. Review approved hours and PTO in time and attendance system in detail prior to finalizing payroll to verify totals and ensure management errors are identified and resolved prior to payroll processing.  Reconcile time and payroll data prior to final transmission and validate confirmed reports.
• Review and validate completed payroll cycles, ensure any errors are identified, processed and resolved satisfactorily. Insure all items requiring reconciliation are balanced and settled within the appropriate payroll cycle, quarter and year.
• Process wage garnishments, manual checks, PTO, attendance and all other payroll tasks, and analysis/reports as scheduled or requested by management (e.g. labor, overtime, LOA, pay scale, headcount etc.). Process accurate and timely year-end or annual functions and reporting effectively and successfully.  Update and reconcile bank/payroll statements and payroll system billing statements as coordinated with Controller.  Continuously reconcile benefit plans to payroll.
• Work effectively and professionally with employees and managers at all levels via written and verbal communications, obtaining, verifying and processing all necessary data, documents, information etc. associated with payroll, timekeeping and attendance functions.
• Work cooperatively and effectively with H.R., Accounting, payroll system personnel, bank contacts, Topa personnel and all internal/external contacts in coordinating and managing effective, accurate and efficient payroll systems, practices and procedures.
• Ensure strict confidentiality of all payroll and employee data, controlling and securing all payroll and employee information, systems, records etc. in compliance with all regulatory, payroll and H.R. policies and procedures. Ensure recordkeeping maintenance and storage requirements are adhered to and in compliance with all applicable regulations.
• Manage and maintain user controls and department support as approved by H.R. to ensure applicable users and data parameters are assigned and managed in the payroll application.
• Work closely with managers in utilizing available system tools to maximize effectiveness and efficiency at all levels. Provide support and training to ensure all program users are knowledgeable of available system functions and tools, and proficient to utilize the system at maximum effectiveness
• Acquire and maintain knowledge of rules and laws governing payroll practices (e.g. wage and hour, state/federal/local law, taxation, payroll deductions, employer benefits etc.) to ensure payroll processes and functions are updated in compliance with regulatory changes. Maintain continuous education of payroll best practices.  Coordinate with H.R. Director on all system changes, updates etc.
• Be flexible to work alternate schedules as needed to ensure payroll schedules and deadlines are met. Work professionally, courteously and effectively with all individuals, and comply with all company policies, procedures and work rules.  Assist with special projects, assignments, tasks etc. as assigned by management.  Perform any other duties as assigned by management.

POSITION QUALIFICATIONS

• Minimum two years payroll experience (Certified Payroll Professional (CPP) preferred) or equivalent combination of education and experience.
• Strong knowledge of general business and accounting practices.
• High level of honesty, integrity, ethics and confidentiality.
• Excellent verbal/written communication and customer service skills, high degree of professionalism.
• Superior organizational, multi-tasking and problem-solving skills.
• Microsoft Office, Excel, Word, Outlook.
• HRIS/Payroll systems
• Proficient in accounting and recordkeeping skills, multi-task, prioritizing and problem-solving skills.

Physical Demands:  Must be able to remain sedentary for extended periods of time (e.g. 2 hours at a time), use a computer and see computer screen, manual dexterity to perform repetitive data input and computations, bend, stoop, reach, grab and lift up to 20 lbs.  Work in general office environment – general office noise and temperature.

POSITION SUMMARY

The Property Administrator is responsible for providing administrative support to the Property Management team and is a liaison to tenants and visitors. The Property Administrator will assist in the administrative management of the Brentwood, Santa Monica and Pacific Palisades assets, which includes both commercial office and retail tenants.

ESSENTIAL FUNCTIONS

Essential Functions Statement(s)

• Answer telephone professionally and promptly and refer callers appropriately (e.g. answer within 3 rings; ensure appropriate coverage when away from desk, etc.).
• Prepare and/or process tenant service requests, prioritize and refer them within the appropriate timeframe based upon the urgency of the orders, and input into the ABM Work order system, Corrigo, accurately within the same day of the request.
• Research and respond to requests for information, service or assistance by telephone or by e-mail promptly and thoroughly.
• Appropriately respond to tenants and refer difficult or emotional tenant situations to the Assistant Property Manager or Senior Property Manager.
• Proactively share information with appropriate parties.  Communicate issues clearly, concisely and in a timely manner.
• Set up or remove users from the online building systems for After-hours HVAC or Corrigo Work Order System; where applicable.

• Create purchase orders per the direction of the Assistant Property Manager or Senior Property Manager and follow up with vendors for signature.
• Manage purchase order log to ensure all PO’s are signed, completed and paid/closed.
• Create proposals at tenant’s request for over-standard services; this may include obtaining pricing from a vendor and coordination of services depending on scope (i.e. carpet cleaning).
• Process Clearance Requests for vendors submitted by tenants; this includes confirming that a compliant certificate of insurance is on file or requesting the required insurance, obtaining approval of the request from the Senior Property Manager, and entering the request into the Clearance Calendar for notification to Security.
• Review and tracking of vendor/tenant certificates of insurance and follow up with vendors/tenants for any issues with meeting the requirements.
• Process invoices for payment; includes coding the invoice to the corresponding property and general ledger account, attaching the appropriate back-up, reviewing for accuracy and submitting for appropriate signatures (if applicable).
• Submit requests for access cards to Parking Manager and Director of Security for processing.
• Open (as appropriate), date stamp, and distribute all incoming mail from all sources (USPS, FedEx, UPS and messenger correspondence) upon receipt in the office.
• Update and distribute tenant and building staff contact sheets to appropriate departments.
• Accept rent checks that are hand delivered or mail delivered, and deposit checks on date received. Provide necessary back-up to the Property Accountant.  Follow up with tenants to update remittance address. (checks should be mailed directly from tenant to bank lock box)

• Other duties as assigned.

POSITION QUALIFICATIONS

Competency Statement(s)

• Accountability – Ability to accept responsibility and account for his/her actions.
• Accuracy – Ability to perform work accurately and thoroughly.
• Business Acumen – Ability to grasp and understand business concepts and issues.
• Detail Oriented – Ability to pay attention to the minute details of a project or task.
• Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
• Honesty / Integrity – Ability to be truthful and seen as credible in the workplace.
• Organized – Possessing the trait of being organized or following a systematic method of performing a task.
• Reliability – The trait of being dependable and trustworthy.
• Responsible – Ability to be held accountable or answerable for one’s conduct.
• Analytical Skills – Ability to use thinking and reasoning to solve a problem.
• Communication, Oral – Ability to communicate effectively with others using the spoken word.
• Communication, Written – Ability to communicate in writing clearly and concisely.
• Problem Solving – Ability to find a solution for or to deal proactively with work-related problems.
• Emotional Intelligence – Engaged, enthusiastic team member who motivates others to excel.

SKILLS & ABILITIES

Experience and Education:

• Bachelor’s degree in business administration, finance, accounting, or a relevant field preferred.
• 1+ years of relevant property management experience.

Computer Skills:

• Knowledge of MS Office applications (Word, Excel and PowerPoint).
• Knowledge of Yardi preferred.

Behaviors:

• Keen attention to detail.
• Collaborative working style and team player attitude.
• Ability to work independently with little supervision.
• Outstanding organizational skills and ability to prioritize tasks.
• Demonstrated desire to explore, discover and create.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.