Senior Tax Accountant & Full-Charge Bookkeeper

Senior Tax Accountant & Full-Charge Bookkeeper

Corporate Head Quarters - EL - Houston, TX 77079

Level: Experienced Position Type: Full Time Job Shift: Day

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 forward, 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 Consolidation (Approx. 35% Focus)

• Multi-Property Book Consolidation: Review, map, and merge property books originating in RealPage into consolidated master ledgers in QuickBooks, 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, RealPage, 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.

• 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.