Tucker Development · Internal · Role Design

Staffing After Joanne

Joanne retires December 31. Rather than replace her job as it stands, we can hand the repeatable half to Claude and rebuild the role around where the portfolio actually grew. Same headcount, materially different job description. Here is what that role looks like, how I would post it, and what has to happen between now and January.

Prepared by Kate Lawson For Aaron Tucker August 26, 2026 Analysis by Claude, reviewed by Kate
The role

Same four functions, rebalanced around what Claude absorbs

Two things drive this. Claude can absorb about ten hours a week from the repeatable half of the job, and Asana added twelve buildings in July with no headcount behind it. Put those together and the same four functions rebalance: corporate accounting and entity compliance shrink, property support becomes the largest single piece.

Joanne's job today

Built around corporate accounting

Role composition by functionProperty & portfolio support: 15%Corporate accounting & AP: 40%HR & payroll: 20%Entity compliance & banking: 25%15%40%20%25%
The role we would hire

Built around property support

Role composition by functionProperty & portfolio support: 40%Corporate accounting & AP: 25%HR & payroll: 20%Entity compliance & banking: 15%40%25%20%15%

Select a slice to see what that function covers.

FunctionTodayThe roleWhat it covers
Property & portfolio support15%40%Invoice coding and entry across the Asana book. Reporting support for DWS and South Loop. Budget preparation, vendor setup, and insurance certificate tracking.
Corporate accounting & AP40%25%TDC budget and cash flow. Management and asset management fees, intercompany. Check runs and PayScan approvals. 1099s. The Miller Cooper year-end package.
HR & payroll20%20%Paycor cycles and payroll allocations across properties. Fidelity 401k, Section 125, workers comp. Benefit renewals, onboarding, terminations.
Entity compliance & banking25%15%The 155-entity filing calendar, reviewed monthly rather than assembled. BOI and CT Corporation. Wires, ACH, positive pay, bank reconciliations.

The person we are describing is a small-company assistant controller or business manager, not a REIT senior accountant. Seven to fifteen years, multi-entity experience, comfortable in Yardi and a payroll platform, and genuinely good at reviewing work rather than only producing it. That last one is new, and it is the one to screen hardest for.

The ask

The role, as I would post it

Written for the rebalanced version above.

Corporate Accounting & Administration Manager
Tucker Development Corporation · Skokie, IL · Full time, in office

Tucker Development is a Chicago-based owner, developer and manager of retail and mixed-use property. We are a small team, which means this role touches everything: corporate accounting, the entities, banking, payroll, and direct support to the people running our properties. You would work alongside our accounting and property management staff and report to the President.

What you would own

  • Property and portfolio support. Invoice coding and entry, reporting support for third-party owner reporting, budget preparation, vendor setup and insurance certificate tracking. This is the largest part of the job and the part that grows.
  • Corporate accounting. The company budget and cash flow, management and asset management fees, intercompany entries, check runs, 1099s, and the year-end package for our outside CPA firm.
  • Payroll and benefits. Semi-monthly payroll, allocations across properties, 401k funding, Section 125, workers compensation, benefit renewals, onboarding and offboarding.
  • Entities and banking. Annual report filings across roughly 155 entities in several states, beneficial ownership reporting, registered agent coordination, and all banking: wires, ACH, positive pay and reconciliations.

What we are looking for

  • Seven or more years in accounting or business management, ideally at a small company where you owned the whole close rather than one piece of it.
  • Real multi-entity experience. Dozens of legal entities, not one company with departments.
  • Yardi Voyager, or a comparable property accounting system you picked up quickly.
  • A payroll platform you have run yourself. We use Paycor.
  • Strong Excel. Live formulas, not typed-in numbers.
  • Comfort with state filings, registered agents and corporate records, or a clear willingness to learn them.
  • Genuinely good at reviewing work, not only producing it. A real part of this job is checking output and catching what is wrong before it leaves the building.

How we work

We use AI tooling day to day, and this role does too. Much of the repeatable work here arrives already drafted: long documents summarised to the page that matters, filing deadlines tracked, reconciliations reduced to the exceptions. You approve, correct and decide. We are looking for someone who finds that a better job rather than a threat to it, and who will say plainly when the draft in front of them is wrong.

A CPA is not required and is not what this role needs. Our outside firm handles high-level accounting and tax.

Screening

Three things worth testing in the room

The usual interview finds someone who produces accurate work. This role also needs someone who catches inaccurate work, and that does not show up on a resume.

01

Hand them something wrong

Give them a one-page reconciliation with two planted errors and ask what they think. Whether they find both matters less than whether they push back at all. Some very good accountants will assume the sheet is right because we gave it to them.

02

Ask how many entities they have run

Not how many properties. Entities. Someone who has managed forty legal entities across three states will say so immediately and have opinions about registered agents. Someone who has not will talk about departments.

03

Ask what they would automate first

Their answer tells you whether they see repeatable work as a burden or as job security. We want the first. It is also the fastest way to find out whether they have ever actually used these tools or only put them on a resume.

Before December

What leaves with Joanne

Separate from the hire, and easy to miss until it is urgent. Worth doing in September while there is time to fix whatever we find.

  • Bank entitlements. She is a named user at Northern Trust, Associated and Chase. Every account she can view or move money on needs a documented successor before her last week, not after it.
  • The password file. There is a folder in HR under her initials. Whatever is in it needs a real home.
  • Notary. Check whether she is the office notary, because documents get held up quickly if she is.
  • Signing authority. Any check-signing or approval limits in her name need reassigning at the same time as the bank access.
  • Her Claude account. A Claude account's email can never be transferred, so her chat history leaves with her. Everything she documents has to land in Dropbox, and her procedures currently sit in her own folder rather than anywhere the next person can reach.
The plan

Now to January

Nothing here waits on the hiring decision except the hire itself. The builds and the knowledge capture are worth doing whichever way the role is scoped.

AugSeptOctNovDecJan
today
Start date
Joanne’s last day
Capture
Joanne documents her proceduresJoanne
Now to Dec 31
Access, signers and passwords inventoriedKate
Sept to mid Oct
Build
Entity filing calendarKate
Sept to mid Oct
Reconciliation exception matchingKate
Oct to Nov
DWS package stampingKate + Teresa
Oct to Nov
1099 and W-9 gap reportKate
November
Hire
Post and screenAaron + Kate
September
Interviews and offerAaron
Late Sept to Oct
Transition
Overlap with JoanneBoth
Oct to Dec 31
Signer and access transferKate
December
Role standaloneNew hire
January

The one hard constraint is the October start. A hire landing then gets a full quarter beside Joanne. Anything later and the handover becomes documentation instead of training.

What gets faster

The value is in reading and summarising, not re-keying

These are things we already ask Claude to do, not a wish list. Worth being clear on the boundary: Yardi handles invoice capture, coding and indexing, and nothing here duplicates that. The pattern in all eight is the same. It reads, compares and summarises, and a person decides.

01Reading a long document
How it works now

Someone reads a forty-page loan agreement, lease or service contract and takes notes, then re-reads it the next time a question comes up.

With Claude

One page: term, rate, covenants with their test dates, reporting deadlines, and anything that triggers a default. It tells you where each figure came from, so checking it takes a minute rather than an afternoon.

02Compiling documents into a spreadsheet
How it works now

Open each lease, certificate or statement in turn and type the same handful of fields into a spreadsheet. Forty documents is most of a day, and the fortieth gets less attention than the first.

With Claude

One table with the same fields pulled from every document, and a flag on anything it could not find rather than a quietly blank cell. You check the flags instead of retyping the set.

03Comparing two versions
How it works now

Two drafts of a lease open side by side, or this month’s rent roll against last month’s, read line by line to find what moved.

With Claude

What changed, what is new and what disappeared, with the clause or the line quoted. It catches the deletion nobody was looking for, which is usually the one that matters.

04Working out what a payment ties to
How it works now

A deposit lands that does not obviously match an invoice. Someone works backwards through the aging, the ledger and the tenant’s history until it makes sense.

With Claude

Hand it the deposit detail, the aging and the open charges. It proposes what the payment clears and says how sure it is, so the genuinely ambiguous ones surface first instead of last.

05Reconciling two reports
How it works now

A bank statement against the ledger, or vendor payments against the W-9s on file, read line by line by eye.

With Claude

Only the lines that do not match, with the difference on each. Roughly eighty percent of the work, and no credential ever leaves your hands.

06Assembling a recurring package
How it works now

Eight templates copied from blanks, each renamed by hand to the period and property code, filled, copied again into a delivery folder, zipped. Twelve times a year.

With Claude

The set stamped and staged in minutes with consistent names, then checked before it goes out. Five versions of the same file with a typo in the date stops being possible.

07Explaining a variance
How it works now

A blank comment box on every line over threshold, and a deadline.

With Claude

A first-pass explanation on every line, with the ones it is guessing at marked. You edit and replace rather than compose from nothing.

08Writing down how something is done
How it works now

Everyone means to document their process. Nobody has a spare week, so it does not happen until somebody leaves.

With Claude

Procedures written while the work is being done rather than as a separate project. This is the one already running, and it is why Joanne’s handover is further along than it would otherwise be.

Where it stops

Claude is good at the paperwork around the money and has no business moving it. It never holds a banking credential, so wires, ACH release, positive pay and payroll submission stay entirely with a person, and Yardi's MFA means every posting does too. The judgment calls stay human as well: whether an invoice is real, whether an entity is exempt, what next year's budget should assume. What changes is that people spend the day deciding rather than assembling.

The recommendation

Hire the rebalanced role, not the one Joanne holds today

Replacing her job as it stands is the lower-risk option and the easier posting to write. It also puts everything Claude gives back into corporate work, which is the part of the job that needed the least help, and leaves the property side exactly where it is.

The alternative is to scope the role deliberately: the same corporate core, with the hours Claude returns reserved from day one for invoice entry, DWS support and whatever Lindsey and Teresa need that week. It is the only version that adds capacity where the portfolio actually grew, without a second hire.

One decision sits underneath it either way. The 155-entity filing calendar is our largest penalty exposure and the piece with the least reason to stay in-house. Moving it to CT Corporation's managed service is worth pricing regardless of how we scope the hire.

Sources. Folder structure and ownership across Accounting, Legal & Financial and Admin; the 2026 entity filing log (155 entities); TDC Accounting Check Lists dated 01.01.2020; the Asana Portfolio workload assessment of 5/9/26; staff meeting notes of 5/12, 5/19 and 7/21/26; the Cowork rollout pack.

Estimates. The percentage split and the ten-hours-returned figure are my own and are directional. The 0.9 to 1.3 FTE Asana figure and the 2.25% fee model are Tucker's own numbers from the May documents. Nothing here has been validated with Joanne, Teresa or Lindsey.