Senior Tax Accountant – Fund Tax Compliance

This is a fully remote position, open to applicants in United States, +3 more locations.

📋 Description

• Support the examination of U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and related workpapers for investment funds and management firms.

• Manage intricate partnership tax tasks, including aggregate and specific allocations, waterfall and carried-interest computations, book-to-tax discrepancies, and capital account management.

• Take responsibility for the comprehensive tax deliverables for designated funds, including overseeing K-1 delivery schedules and overall quality assurance.

• Oversee filing timelines, extensions, and deliverable schedules across various funds to guarantee timely and penalty-free submissions.

• Investigate partnership tax issues and clearly document positions for internal evaluation.

• Collaborate with fund accounting teams, external auditors, and onboarding groups to address challenges and enhance processes.

• Guide and train associates and interns, while contributing to workflow and quality enhancement initiatives.

⛳️ Requirements

• Bachelor's degree in Accounting, Finance, or a related discipline.

• 2–3 years of partnership tax experience in public accounting, fund administration, or a similar setting.

• A professional accounting credential — CPA, Chartered Accountant (CA), Enrolled Agent (EA), or a local equivalent — or significant progress towards one (strongly preferred).

• Practical knowledge of partnership taxation, Form 1065, Schedule K-1 preparation and review, and tax allocations.

• Proven ability to articulate complex tax issues clearly, both in writing and verbally to colleagues.

• Strong review capabilities and the discretion to identify and address issues before finalizing deliverables.

• Demonstrated ability to juggle competing deadlines and priorities across multiple projects during busy periods.

• Advanced proficiency in Excel; familiarity with professional tax software.

• Experience with private equity, venture capital, real estate, and/or hedge fund structures.

• Familiarity 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.

🏝️ Benefits

• Health, dental, and vision coverage for you and your family.

• Life insurance and disability benefits.

• Mental wellness support.

• Assistance for fertility and growing families.

• 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 for customizing your home work and technology setup.

• Annual professional development stipend.