About the Opportunity We are a privately held family office managing a diversified portfolio of operating companies and investments across multiple industries, including sports (Houston Astros), logistics, transportation, vineyards, general contracting, and other strategic investments. Our structure offers the complexity and sophistication of a multi-entity environment with the long-term perspective and agility of a private investment platform. We are seeking a Tax Senior to join our finance and tax team. This role will support federal and state tax compliance and planning across a broad portfolio of partnerships and investment structures. The ideal candidate brings strong technical partnership tax experience, enjoys working across varied industries, and is comfortable operating in a dynamic, entrepreneurial environment.
Essential Job Functions:- Prepare, review, and coordinate federal and multi-state partnership income tax filings across a portfolio of entities.
- Assist with estimated payments, extensions, notices, and tax authority correspondence.
- Coordinate with external tax advisors, auditors, and internal accounting teams.
- Monitor and analyze changes in federal and state tax legislation and assess impact across the organization.
- Prepare direct tax filings and provide audit support.
- Participate in special research projects, transactions, and tax planning initiatives across the investment portfolio.
- Strong understanding of partnership taxation concepts and multi-entity structures.
Education and Experience: - Bachelor's degree in accounting, Finance, or related field (master's in taxation and/or CPA preferred).
- 4-8 years of tax experience in public accounting, industry, or a combination of both.
- Demonstrated experience with federal and state partnership tax compliance required.
- Advanced Excel skills and strong analytical capabilities.
- Experience with OneSource tax software is a plus.
What Makes This Role Unique: - Exposure to a highly diversified investment portfolio across multiple industries.
- Opportunity to work closely with decision-makers and gain visibility into investment and operating activities.
- Broad tax experience beyond a traditional single-industry environment.
- Long-term growth opportunity within a private family office platform.
- Quarterly Incentive Plan
- 136 hours of Paid Time Off which equals 17 days for the year, that can be used for Sick Time or for Personal Use
- Excellent Medical, Dental and Vision benefits
- Tuition Reimbursement for education related to your job
- Employee Referral Bonuses
- Employee Recognition and Rewards Program
- Paid Volunteer Time to support a cause that is close to your heart and contributes to our communities
- Employee Discounts
- Wellness Incentives that can go up to $100 per year for completing challenges, in addition to a discount on contribution rates
Come join the leader in logistics and take your career in the right direction!
