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, Real Page for property-level accounting, and Quick Books 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 CONSOLICATIONApprox. 35% Focus Multi-Property Book Consolidation:
Review, map, and merge property books originating in Real Page into consolidated master ledgers in Quick Bo 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 roll forwards.

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 STACKTax Preparation & ComplianceCCH Axcess Tax (multi-entity tax modules), 1099 electronic reporting portals (Track
1099, Tax
1099, or IRIS), and Texas Comptroller Webfile.

Accounting & Property Management Real Page  (property-level leasing and operating ledgers) and Quick Books 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 Real Pag and Quick Bo 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…