After reading another similar post, I was inspired to create my own for some guidance as I saw a lot of good feedback. I am 23 years old and have worked in a private equity firm that specializes in real estate for a year and some months (since graduating college). It’s a rather small firm with 5 employees, total, but we have quite the portfolio. My day-to-day consists mostly of reconciliations, some work papers, financial reporting, bookkeeping, some tax prep. Prior to this job, I worked in an accounting firm on and off for 3 years as a tax intern where I actually was allowed to get into associate II work.

My dilemma is that I don’t quite know how to add value past handling what I’m already tasked with doing. I haven’t found great resources for working in similar roles, but I’d really love some. I’d love to be able to provide more proactive insights to our owner and be a true value to the team. There’s only one other employee that helps with bookkeeping and accounting, and our owner is a CPA. Naturally he likes to handle most projections and evaluations for new projects, himself.

I just feel like I’m replaceable and I’m it utilizing my full brain-power in my role. Any tips for things to implement?

Not that it really matters, but I make $70k in AL, with prior promises for equity after a certain period of time with the company. On the side I do financial analysis and business projections for the Small Business Development Center, and I also own my own 3 rental units. I’m hunting my CPA now