Tax Accounting Manager and Controller

RCM; Texas; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus up to 30%

Healthcare: PPO, HSA, FSA

Unlimited PTO

CPA/CPE expense reimbursement

Free covered parking

Job summary

RCM is seeking a CPA with Oil & Gas E&P tax expertise to lead tax compliance, planning and accounting tasks in a private equity environment. You will manage tax reporting, prepare tax provisions and work with tax advisors.

Role requires deep knowledge of U.S. taxation, oil & gas accounting, and investment accounting, plus advanced Excel skills and familiarity with MS Dynamics, Quorum, CGI, OGsys, and Lacerte. Strong communication with leadership is essential.

Qualifications

• CPA with Oil & Gas E&P tax compliance experience.
• Experience in U.S. taxation of Citizens, Trusts & Commercial Entities.
• Experience in Oil and Gas accounting and investment accounting.
• Proficient with MS Dynamics, Quorum, CGI, OGsys, and Lacerte.
• Advanced Excel skills, including macros.

Responsibilities

• Perform all financial and accounting activities including statements, forecasting and budgeting, payroll, AP/AR and treasury.
• Maintain ledgers, post journals, monitor investments and reconcile accounts.
• Assist with investment accounting and tax accounting processes and ensure GAAP compliance.
• Prepare federal, state and local tax returns and property tax filings.
• Develop tax provision schedules and research tax issues for strategy recommendations.
• Attend management meetings to review results and plan actions.

Skills

Oil & Gas Tax

Oil & Gas Accounting

U.S. Taxation

Tax Planning

Corporate Tax

MS Dynamics

Quorum

CGI

OGsys

Lacerte

Excel Macros

Education

CPA credential

Job description

Job Description

RESONSIBILITIES:

• Perform all financial and accounting activities, including financial statement preparation, forecasting, budgeting, bank statement reconciliation, Payroll, Accounts Payable, Accounts Receivable and Treasury.
• Assist in maintaining accounting ledgers; preparing cash transaction entries for general ledger; posting and reviewing journals; monitoring investment fees; updating dividends; reconciling accounts by comparing and adjusting transactions.
• Assist in maintaining special market accounts by ensuring compliance with procedures for safekeeping, maintenance, and control of special market collateral; executing and maintaining investment accounts; maintaining records and control of investment accounts; completing accounting functions. Verify accounting transactions and reports by reviewing and controlling accounting activities, including generally accepted accounting practices changes to investment accounting practices.
• Complete investment reports for tax return preparation by completing required information.
• Represent the Company in protesting property tax appraisal values.
• Prepare federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Maintain compliance with regulations by forwarding required information to federal, state, and local authorities.
• Prepare tax provision schedules by reviewing, preparing, and consolidating provision schedules.
• Recommend tax strategies by researching federal, state, and local taxation issues.
• Ascertaining the Company remains current on all tax matters, including proactive in planning on a proactive basis.
• Attending weekly and month-end meetings with the Management Team to review results/projects et al, and discuss strategies, develop action plans and assess actions, results et al.
• Managing tax research projects to achieve accurate and efficient results as a key Company resource.
• Maintaining/modeling monthly, quarterly and yearly projections for the various taxable entities and keeping such up to date.
• Acting as a resource for tax advisor(s) on specific tax issues and questions; Communicating to the appropriate personnel important tax and tax developments affecting the Company.
• Maintaining knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Assuming responsibility for smooth flow of tax information to/from the tax advisors to ensure accurate, complete and timely preparation and delivery of all Company tax returns.
• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Preparing other reports and projects as requested from time to time by the Company, outside tax partner and performing other duties as may be assigned.

QUALIFICATIONS:

• CPA with Oil & Gas E&P Tax Compliance, and Combination of Industry/Big Four Et Al Tax Experience, including Controller Experience with Oil & Gas E&P Accounting
• Experience in U.S. Taxation of Citizens, Trusts & Commercial Entities
• Financial Planning, Strategy & Diagnosis Experience
• Tax Experience In Corporate or Accounting Firm
• Experience in Oil and Gas Accounting and Investment Accounting
• Software Proficiency - MS Dynamics, Quorum, CGI, OGsys, Lacerte, Microsoft Office Proficiency - Excel in particular, with macros et al
• Financial Planning, Strategy & Diagnosis Experience

COMPENSATION & BENEFITS:

• BONUS AWARDS: Up to 30%, Paid annually
• Company subsidized PPO, HSA and FSA (100% for Employee)
• PTO - Unique flexibility with unlimited Company-paid vacation in addition to customary US Holidays subject to the Company’s Team coordination, and individual job performance.
• Reimbursement of all necessary and approved CPA Et Al and CPE expenses
• Free Covered Parking

Company Description

Private Equity firm 10+ entities currently, with a focus on oil & Gas E&P and commercial real estate industry investments.

• The Company has 8 employees, most of which reside in HQ: the CEO/Founder, EVP-Geology, EVP-Operations, Landman, Geophysicist, Controller, an Oil & Gas Property Manager and a Field Operations Manager who attend to special and unique projects/areas of the CEO/Founder’s various businesses, including oil & gas interests in addition to real estate and private equity investment interests, both domestically (m