Tax Manager

Seeking an experienced Tax Manager for our diverse investment client located in Houston, Texas.

• Base Salary $120k - $145k DOE plus 15% bonus opportunity


• HYBRID Role 3 days per week in office / 2 days WFH


• CPA Required


• 5+ years Tax Experience minimum including Big 4 Tax Accounting Strongly Preferred


• Real Estate experience a plus

The position is responsible for performing various duties within the tax department, including the preparation of federal and state tax returns for partnerships, S-corporations, individuals, estates/trusts, and exempt organizations. Research tax issues and opportunities that arise and routinely monitor compliance with federal and state tax law changes that affect company entities and stakeholders.

Role Responsibilities

• Manage and assist with preparing federal tax returns, including partnership, S-corporation, individual, estate/trust, and exempt organization returns, as well as multi-state income and franchise tax returns.


• Assist with tax estimates, extensions, and various state filings.


• In connection with tax returns, prepare work papers supporting the conversion of financial records (GAAP) to tax basis records for all entities.


• Assist in maintaining and monitoring a due date list for all tax filings and various other deadlines.


• Assist with IRS and state agency audits, inquiries, and tax notices.


• Research various tax issues and planning opportunities as they arise.


• Monitor and evaluate federal and state income tax law changes as they pertain to company.


• Interact with accounting, treasury, investment group, and foundation personnel as may be required.


• Communicate and collaborate with external firm that reviews tax compliance.

Qualifications

• Working knowledge of tax accounting, tax compliance, and completion of all commonly required entity and personal tax filings.


• Proficiency with tax preparation software required


• Proficiency in the use of MS Office.


• Proficiency in critical thinking, data analysis, and technical research.


• Excellent verbal and written communication skills.


• Selfstarter with strong organization and time management skills with an ability to prioritize and manage multiple projects and/or tasks.


• Ability to take ownership and full responsibility of work product working both independently and as part of a team.


• Ability to maintain confidential and/or proprietary information.

Education and Experience

• Bachelor's degree in accounting from an accredited college or university required


• Masters degree in accounting or related field a plus


• Active CPA required


• Minimum of five (5) years related experience in tax accounting, with previous experience at Big 4 or large regional public accounting firm required.


• Experience preparing returns for partnerships, S-corporations, individuals, estates/trusts, and exempt organizations.


• Experience with real estate sector preferred.