Senior Tax Accountant - Fund Tax Compliance

1 мес. назад

United StatesCanadaWorldwideSeniorRemote

tax compliancefund accountingfinance regulations

Senior Tax Accountant responsible for fund tax compliance in a private markets finance company.

Обязанности

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.
Coordinate with fund accounting teams, external auditors, and onboarding teams to resolve issues and improve processes.
Mentor and train associates and interns; contribute to workflow and quality improvements.

Требования

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. You will perform critical reviews of Form 1065 filings and investor K-1s to ensure absolute accuracy. This role suits an experienced partnership tax professional who wants engagement ownership and a path toward management.
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.
Strong review skills and the judgment to identify and resolve issues before deliverables are finalized.
Proven ability to manage competing deadlines and priorities across multiple engagements during busy season.
Advanced Excel; proficiency with professional tax software.
Experience across private equity, venture capital, real estate, and/or hedge fund structures.
Experience with tax software such as GoSystem or CCH Axcess and fund administration platforms.
Exposure to SALT, international information reporting (Forms 8621, 1042), or investor withholding.

Условия

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $80,000-95,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
Health, dental, and vision care for you and your family
Life insurance and disability coverage
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company paid holidays
Paid family leave, medical leave, and bereavement leave policies
401k retirement savings plan
Healthcare FSA and commuter benefits programs
Allowance to customize your work and technology setup at home
Annual professional development stipend

Другое

Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.