Prepare and file federal, state, and information tax returns across multiple entities, post tax adjustments, and manage tax compliance deadlines. Oversee full-cycle bookkeeping, property ledger consolidation, period-end closes, balance sheet reconciliations, and financial reporting while collaborating with the CFO on planning and forecasting.
Job Details: Level: Experienced, Job Location: Corporate Head Quarters - EL - Houston, TX, Position Type: Full Time, Salary Range: Undisclosed, Job Shift: Day,
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.
Qualifications: