Tax Specialist (CPA)

Overview

A growing organization that provides fund administration, compliance, and operational support to emerging venture capital fund managers is seeking a Senior CPA to lead the tax function for their fund clients. This role involves hands-on preparation and review of partnership tax returns, managing K-1 production and delivery, and serving as the internal expert on fund-level tax matters.

Responsibilities

• Prepare and review federal and state partnership tax returns (Form 1065 and related schedules) for venture capital fund clients
• Manage K-1 production, quality review, and delivery to limited partners
• Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies
• Respond to tax notices and support client inquiries on fund-level tax issues
• Track filing deadlines across a portfolio of funds to ensure timely compliance
• Identify and escalate technical tax issues such as allocations, Section 704(b), carried interest treatment, and PFIC considerations
• Support process improvements to enhance the efficiency and accuracy of the K-1 delivery workflow at scale

Requirements

• Active CPA license
• Minimum 5 years of experience in partnership tax, with significant exposure to fund structures such as venture capital, private equity, or fund of funds
• Deep knowledge of Form 1065, Schedule K-1, and state composite/withholding filing requirements
• Experience working in or alongside fund administrators, registered investment advisors, or public accounting firms with investment management practices
• Familiarity with fund accounting concepts including capital accounts, waterfall mechanics, and allocation schedules
• Proficiency with tax software such as UltraTax, CCH Axcess, or similar
• Strong attention to detail and review skills
• Self-directed work style with the ability to manage deadlines independently

Preferred Qualifications

• Background specifically in fund administration, private equity, or venture capital tax environments

Compensation & Benefits

• Competitive compensation commensurate with experience
• Remote-first work environment with flexible hours and flexible paid time off
• Opportunities for career growth and role expansion as the platform scales
• Collaborative team environment with experienced professionals

Location

Remote

Candidates who do not meet every qualification are still encouraged to apply. The organization values diverse skills that complement one another.

Note: Artificial intelligence tools may be used to assist in the hiring process, but final decisions are made by human recruiters.