Senior Tax Accountant – Fund Tax Compliance

Job not on LinkedIn

🔥 2 hours ago

🏄 California, New York – Remote

🏄 California – Remote 🗽 New York – Remote

💵 $80k - $95k / year

⏰ Full Time

🟠 Senior

💲 Accountant / Accounting

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Juniper Square

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

💰 $75M Series C on 2019-11

Finance • Real Estate • SaaS

Juniper Square is a company that provides a comprehensive platform and solutions tailored for private investment partnerships. Founded in 2014, the company focuses on enabling seamless connection and communication between General Partners (GPs) and Limited Partners (LPs) throughout the entire investment lifecycle. Juniper Square's technology is purpose-built to support commercial real estate, private equity, and venture capital firms of all sizes. The platform offers services such as fund administration, fundraising, investor management, compliance, and investor reporting, all aimed at enhancing transparency, data governance, and the overall investor experience.

📋 Description

• 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

• 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

• 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