Tax Specialist, CPA

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and review federal and state partnership tax returns (Form 1065 and associated schedules) for clients in the venture capital sector.

• Oversee the production of K-1s, ensuring quality review and timely delivery to limited partners.

• Collaborate with fund accountants and external CPAs to collect source data and address discrepancies.

• Address tax notices and assist clients with inquiries related to fund-level tax issues.

• Monitor filing deadlines across a portfolio of funds to ensure compliance and timely submissions.

• Identify and escalate technical issues, such as allocations, Section 704(b), carried interest treatment, and PFIC considerations.

• Contribute to process enhancements aimed at streamlining the K-1 delivery workflow, improving speed and accuracy at scale.

• Collaborate with various venture capital firms by meeting regularly with general partners to assess their needs, refine financial accounting processes, and ensure follow-through on deliverables.

• Work collaboratively across product, engineering, and operations teams.

⛳️ Requirements

• Active CPA license.

• Over 5 years of experience in partnership tax, with significant exposure to fund structures (venture capital, private equity, or fund of funds).

• Extensive knowledge of Form 1065, Schedule K-1, and state composite/withholding filing obligations.

• Background working within or alongside a fund administrator, registered investment advisor, or public accounting firm focusing on investment management.

• Understanding of fund accounting principles: capital accounts, waterfall mechanics, and allocation schedules.

• Proficiency with tax software (UltraTax, CCH Axcess, or similar).

• Strong review skills; capable of identifying details that others may overlook.

• Ability to work independently; adept at managing deadlines without external prompting.

• Candidates for this position must be located in the U.S.

🏝️ Benefits

• Make a significant impact by building infrastructure that enhances global access to venture capital.

• Opportunities for career advancement and role expansion as the platform grows.

• Competitive salary aligned with experience.

• Remote-first work culture with a team of thoughtful, high-caliber professionals.

• Flexible working hours and paid time off tailored for adults.