Senior Tax Accountant – Fund Tax Compliance

Juniper Square

Senior Tax Accountant managing partnership tax compliance for private funds at Juniper Square. Responsible for tax filings, compliance, and mentorship within the team.

Posted 7/23/2026full-timeRemote • California, New York • 🇺🇸 United StatesSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in partnership taxation, including Form 1065 and Schedule K-1 preparation, while effectively managing tax deliverables and timelines across multiple funds. Proven ability to communicate complex tax issues clearly and mentor junior staff to enhance workflow and quality.

Highest-signal resume keywords

Partnership Tax ExperienceForm 1065 PreparationCPA or Equivalent QualificationAdvanced Excel ProficiencyTax Software Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Partnership TaxationTax AllocationsK-1 PreparationWaterfall CalculationsBook-to-Tax DifferencesCapital Account MaintenanceResearch Tax IssuesReview SkillsDeadline ManagementQuality Control

Soft Skills

Clear CommunicationJudgmentMentoringProblem SolvingCollaboration

Tools & Technologies

GoSystemCCH AxcessFund Administration PlatformsExcel

Certifications & Qualifications

CPAChartered Accountant (CA)Enrolled Agent (EA)

Industry Keywords

Private EquityVenture CapitalReal EstateHedge FundSALTInternational Information Reporting

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Assist in the review of U.S. partnership income tax returns (Form 1065), investor Schedule K-1s, and supporting workpapers for investment funds and management companies.
Own complex partnership tax work, including aggregate and special allocations, waterfall and carried-interest calculations, book-to-tax differences, and capital account maintenance.
Own the end-to-end tax deliverables for assigned funds, including managing K-1 delivery timelines and overall quality.
Manage filing calendars, extensions, and deliverable timelines across multiple funds to ensure on-time, penalty-free filing.
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

What you’ll need

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.
A professional accounting qualification — 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.
Demonstrated ability to communicate complex tax matters clearly, both in writing and to colleagues.
Strong review skills and the judgment to identify and resolve issues before deliverables are finalized.
Proven ability to manage competing deadlines and priorities across multiple engagements during busy season.
Advanced Excel; proficiency with professional tax software.
Experience across private equity, venture capital, real estate, and/or hedge fund structures.
Experience 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

Comp & perks

Health, dental, and vision care for you and your family
Life insurance and disability coverage
Mental wellness coverage
Fertility and growing family support
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 to customize your work and technology setup at home
Annual professional development stipend