Senior Tax Accountant & Full-Charge Bookkeeper

REAL ESTATE INVESTMENT, DEVELOPMENT  &  PROPERTY  MANAGEMENT

Senior   Tax   Accountant   &   Full-Charge   Bookkeeper

Location: Remote/Hybrid/On-site

Reports to: Chief Financial Officer

ABOUT OUR  COMPANY

Headquartered in Houston, Texas, we are an established, vertically integrated real estate investment, development, and property management firm .  Our platform manages a diversified commercial and residential asset portfolio across multiple syndications, operating entities, and investment vehicles .  By handling the complete asset lifecycle  in-house-from acquisition and operations to financial reporting, partner distributions, and tax compliance-we combine institutional rigor with an entrepreneurial culture .

POSITION  OVERVIEW

Reporting directly to the Chief Financial Officer (CFO), this critical role leads our federal, state, and annual information tax filings while overseeing core full-charge bookkeeping, property ledger consolidation, and year-end closing mechanics .  The candidate will operate across our core tech stack:  CCH Axcess  for tax preparation,  RealPage  for property-level accounting, and  QuickBooks  for corporate and holding entities.

PRIMARY RESPONSIBILITIES: TAX & COMPLIANCE

Approx. 65% Focus

- Tax Preparation  &  E-Filing via CCH Axcess:  Prepare, review, and electronically file complete federal returns across our  portfolio :

- Form 1065 (Partnerships  &  LLCs) :  Schedules K-1, partner capital accounts (tax basis), and allocation schedules.

- Form 1120-S (S-Corporations):  Schedules K-1, shareholder stock and debt basis schedules, and distribution  tracking .

- Form 1040 (Individuals) :  High-net-worth returns with complex Schedules C and E real estate  activities.

- Form 990  /  990-EZ  /  990-PF:  Annual compliance and required public disclosures for exempt  organizations .

- January Information Returns (1099s):  Lead the annual preparation, recipient delivery ,  and e-filing of  Forms 1099-NEC and 1099-MISC  across all entities ,  ensuring TIN verification and compliance with the January 31 deadline .

- Adjusting Tax Journal Entries (AJEs)  &  Reconciliations:  Post year-end tax adjusting entries to tie general ledgers to tax returns. Formally  roll retained earnings forwar   resolve prior-period posting discrepancies, and calculate M-1/M-3 book-to-tax differences.

- State Compliance  &  Filings:  Prepare and submit annual  Texas Franchise Tax returns/ Public Information Reports  (PIR)   via the Texas Comptroller Webfile portal, alongside annual Secretary of State  filings .

CORE FOUNDATION: BOOKKEEPING & PROPERTY CONSOLICATION

Approx. 35% Focus

- Multi-Property Book Consolidation:  Review, map, and merge property books originating in  RealPage  into consolidated master ledgers in  QuickBo   establishing unified charts of accounts while safeguarding audit trails.

- Full-Cycle General Ledger:  Direct complete GL cycles across corporate entities, property-level LLCs, and operating units through final trial balance and financial statement delivery .

- Period - End Closes:  Post clean year-end closing entries (closing temporary revenue/expense accounts to equity/retained earnings), perform intercompany reconciliations, and track partner capital rollforwards .

- Balance Sheet Audits :  Perform rigorous monthly reconciliations for debt service amortization, escrow / reserve accounts, tenant security deposit liabilities, and capitalized asset additions.

- Executive Collaboration:  Partner directly with the CFO on annual tax planning, cash flow forecasting, and debt  covenants .

ENTERPRISE TECHNOLOGY STACK

Tax   Preparation   &   Compliance

CCH Axcess Tax  (multi-entity tax modules), 1099 electronic reporting portals (Track1099, Tax1099, or IRIS), and Texas Comptroller Webfile .

Accounting   &   Property   Management

RealPage  (property-level leasing and operating ledgers) and  QuickBooks Desktop/ Enterprise/ Online  (corporate GL and consolidated master files) .

QUALIFICATIONS & REQUIRED EXPERIENCE

- Tax Preparation Experience :  4+ years of comprehensive federal tax prep with proven command of Forms 1065, 1120-S, 1040 ,  990, and January 1099-NEC/MISC filing operations.

- Bookkeeping & Equity Mastery:  4+ years of full-charge bookkeeping experience .  Demonstrated expertise posting year-end tax AJEs ,  rolling retained earnings forward ,  and consolidating property ledgers .

- Software   Fluency:   Direct,   hands-on experience using   CCH Axcess     RealPag   and   QuickBo   Advanced Microsoft  Excel capabilities (pivot tables, complex formulas, intercompany elimination schedules) .

- Licensure :  Active IRS Preparer Tax Identification Number (PTIN) required .  Certified Public Accountant (CPA) or Enrolled Agent (EA) credential is strongly preferred .

BENEFITS

- Comprehensive medical, dental, and vision health  coverage .

- 401(k) retirement plan with company  match .

- Generous PTO allocation and observed corporate  holidays .

- 100% firm-funded CPE credits, licensing, and professional dues.

Structured Seasonal Hours:  Standard 40-hour workweeks for approximately 10 months of the year. Peak tax season is strictly managed with predictable overtime capped at  ~10-12 hours per week between January 19th and March 10th  to finalize flow-through filings before the March 15 deadline .