Shareholder Services Tax Accountant
Core
Assist with federal and state tax compliance for a group including real estate development entities, a private foundation, trusts, and individual owners.
Role type
Tax Accountant
Builds
Accurate tax filings and financial reports for diverse entity types
Domain
Tax accounting and compliance
Required skills
Federal and state tax return preparation, partnership accounting, K-1 journal entries, quarterly tax estimates, tax account reconciliation, Texas Gross Margin Tax calculation, regulatory inquiry response, technical tax research, tax law tracking
Preferred skills
CPA certification, Workday, BNA Tax Management, RIA, OneSource Income Tax, CCH Prosystem fx, CCH Workpaper Manager
Technologies
Word, Excel, Adobe Acrobat, Workday, BNA Tax Management, RIA, OneSource Income Tax, CCH Prosystem fx, CCH Workpaper Manager
Responsibilities
Prepare and assist with filing federal and state tax returns for partnerships, private foundations, trusts, and individuals; Prepare K-1 activity journal entries and year-end closing entries; Accurately prepare quarterly estimates and annual tax reports; Reconcile federal and state tax accounts and prepare journal entries; Calculate and prepare Texas Gross Margin Tax; Research technical tax issues and compose memorandums; Assist in responding to inquiries from regulatory agencies
Seniority
Mid-level, hands-on IC