Senior Tax Accountant - Fund Tax Compliance
Juniper SquareFund Administration company
Remote$80K - $95KSenior
Ribbit Capital
Felicis Ventures
Redpoint Ventures
Fifth Wall
Nasdaq Ventures
Blue Owl Capital
Finance
About the role
TL;DR
Prepare and review tax documents for private funds, ensuring compliance and accuracy.
- •As a Senior Tax Accountant on our Fund Tax Compliance team, you'll own the partnership tax compliance cycle for a portfolio of private funds, preparing workpapers for complex allocations, book-to-tax adjustments, and capital account maintenance.
- •Key Responsibilities Assist in the review of U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and supporting workpapers for investment funds and management companies.
- •Own complex partnership tax work, including aggregate and special allocations, waterfall and carried-interest calculations, book-to-tax differences, and capital account maintenance.
- •Own the end-to-end tax deliverables for assigned funds, including managing K-1 delivery timelines and overall quality.
- •Manage filing calendars, extensions, and deliverable timelines across multiple funds to ensure on-time, penalty-free filing.
- •Research partnership tax issues and document positions clearly for internal review.
- •Requirements Bachelor's degree in Accounting, Finance, or a related field 2-3 years of partnership tax experience in public accounting, fund administration, or a comparable environment.
- •A professional accounting qualification
- •CPA, Chartered Accountant (CA), Enrolled Agent (EA), or local equivalent
- •or clear progress toward one (strongly preferred).
- •Hands-on knowledge of partnership taxation, Form 1065, Schedule K-1 preparation and review, and tax allocations.
- •Demonstrated ability to communicate complex tax matters clearly, both in writing and to colleagues.
Required skills
AccountingExcel
Domain expertise
fintech
Benefits & perks
Health, dental, and vision care, Life insurance and disability coverage, Mental wellness coverage, Fertility and growing family support, Flex Time Off, Paid family leave, medical leave, and bereavement leave policies, 401k retirement savings plan, Healthcare FSA and commuter benefits programs, Annual professional development stipend
Tech stack
Excel