Senior Tax Accountant - Fund Tax Compliance

Overview

A Senior Tax Accountant position is available on the Fund Tax Compliance team of a private markets technology and fund administration platform. This role involves managing the partnership tax compliance cycle for a portfolio of private funds, including preparation and review of complex tax workpapers, Form 1065 filings, and investor Schedule K-1s. The position offers ownership of engagements and a path toward management.

Responsibilities

• Review U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and supporting workpapers for investment funds and management companies.
• Manage complex partnership tax work such as aggregate and special allocations, waterfall and carried-interest calculations, book-to-tax differences, and capital account maintenance.
• Oversee end-to-end tax deliverables for assigned funds, including managing K-1 delivery timelines and ensuring quality.
• Maintain filing calendars, extensions, and deliverable timelines across multiple funds to ensure timely, penalty-free filings.
• 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.

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, Chartered Accountant, Enrolled Agent, or equivalent) or clear progress toward one is strongly preferred.
• Hands-on knowledge of partnership taxation, Form 1065, Schedule K-1 preparation and review, and tax allocations.
• Strong communication skills to explain complex tax matters clearly in writing and verbally.
• Excellent review skills with sound judgment to identify and resolve issues before finalizing deliverables.
• Proven ability to manage competing deadlines and priorities across multiple engagements during busy season.
• Advanced Excel skills and proficiency 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 state and local tax (SALT), international information reporting (Forms 8621, 1042), or investor withholding is a plus.

Compensation & Benefits

• Base salary range: $80,000 - $95,000 USD annually, dependent on experience, skillset, location, and local minimum pay requirements.
• Equity participation.
• Health, dental, and vision insurance coverage for employees and their families.
• Life insurance and disability coverage.
• Mental wellness support.
• Fertility and growing family support.
• Flexible time off in addition to company-paid holidays.
• Paid family leave, medical leave, and bereavement leave.
• 401(k) retirement savings plan.
• Healthcare Flexible Spending Account (FSA) and commuter benefits.
• Allowance to customize home work and technology setup.
• Annual professional development stipend.

Location

United States (remote work options available, with physical offices in San Francisco, New York City, Mumbai, and Bangalore for those preferring office work).