Senior Tax Accountant - Fund Tax Compliance

Overview

This role involves serving as a Senior Tax Accountant on a Fund Tax Compliance team, managing the partnership tax compliance cycle for a portfolio of private funds. Responsibilities include preparing workpapers for complex allocations, book-to-tax adjustments, and capital account maintenance, as well as reviewing Form 1065 filings and investor K-1s to ensure accuracy. The position is suited for an experienced partnership tax professional seeking 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 including 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.
• Manage 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 such as 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.
• 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 SALT, international information reporting (Forms 8621, 1042), or investor withholding is a plus.

Compensation & Benefits

• Base salary range: $80,000–$95,000 USD (U.S. based), 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

This position supports a digital-first work environment with options ranging from fully remote to working in physical offices located in San Francisco, New York City, Mumbai, and Bangalore. The team collaborates across multiple U.S. states, Canadian provinces, India, Luxembourg, and England.