Senior Tax Accountant - Fund Tax Compliance
J
Juniper SquareFinancial Technology
Americas (USA or Canada)Full-TimeSenior
Salary$80,000-95,000 USD
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Job Details
- Experience
- 2–3 years of partnership tax experience
- Required Skills
- Microsoft Excel
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.
- Professional accounting qualification (CPA, CA, EA) or clear progress toward one.
- 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.
- Strong review skills and the judgment to identify and resolve issues.
- Proven ability to manage competing deadlines across multiple engagements.
- Advanced Excel proficiency.
- Proficiency with professional tax software.
- Experience across private equity, venture capital, real estate, and/or hedge fund structures.
- Familiarity with tax software such as GoSystem or CCH Axcess.
- Exposure to SALT and international information reporting (Forms 8621, 1042).
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.
- 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.
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