Senior Tax Accountant & Full-Charge Bookkeeper

Overview

This experienced Senior Tax Accountant & Full-Charge Bookkeeper role reports to the Chief Financial Officer (CFO) and supports both tax compliance and full-cycle bookkeeping for a vertically integrated real estate investment, development, and property management organization headquartered in Houston, Texas. The position is available Remote/Hybrid/On-site.

The role is split approximately as follows:

• ~65% Tax & Compliance
• ~35% Bookkeeping & Property Consolidation

Responsibilities

Tax & Compliance (Approx. 65%)

• Prepare, review, and electronically file federal returns across the portfolio, including:
  • 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
• Lead January information returns (1099s):
  • Prepare, deliver, and e-file Forms 1099-NEC and 1099-MISC across all entities
  • Ensure 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
  • Roll retained earnings forward to help resolve prior-period posting discrepancies
  • 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
  • Prepare annual Secretary of State filings

Bookkeeping & Property Consolidation (Approx. 35%)

• Multi-property book consolidation:
  • Review, map, and merge property books originating in RealPage into consolidated master ledgers in QuickBooks
  • Establish 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
  • Track partner capital rollforwards
• Balance sheet audits:
  • Perform rigorous monthly reconciliations for:
    • Debt service amortization
    • Escrow/reserve accounts
    • Tenant security deposit liabilities
    • Capitalized asset additions
• Executive collaboration:
  • Partner directly with the CFO on annual tax planning, cash flow forecasting, and debt covenants

Qualifications & Required Experience

• Tax preparation experience: 4+ years of comprehensive federal tax preparation 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, including:
  • Posting year-end tax AJEs
  • Rolling retained earnings forward
  • Consolidating property ledgers
• Software fluency: Hands-on experience using:
  • CCH Axcess
  • RealPage
  • QuickBooks Desktop / Enterprise / Online (corporate GL and consolidated master files)
  • Advanced Microsoft Excel capabilities (pivot tables, complex formulas, intercompany elimination schedules)
• Licensure:
  • Active IRS Preparer Tax Identification Number (PTIN) required
  • CPA or Enrolled Agent (EA) credential strongly preferred

Preferred Qualifications

• Experience working across multi-entity structures, including partnerships, S-corps, and exempt organizations

Compensation & Benefits

• Salary range: Undisclosed
• 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 tightly 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

Location

• Remote/Hybrid/On-site
• Corporate Headquarters: EL - Houston, TX

Reporting Line

• Reports to: **Chief Financial Officer (CFO)