Senior Tax Accountant - Fund Tax Compliance
- Role
- Finance
- Experience
- Senior
- Employment
- Full-time
- Company size
- Enterprise
Open to US only. Set where you work from to check your eligibility.
No BS summary
Senior Tax Accountant with 2-3 years of partnership tax experience in public accounting or fund administration. Must have hands-on knowledge of partnership taxation, Form 1065, Schedule K-1, and tax allocations. A professional accounting qualification (CPA, CA, EA) or progress towards one is strongly preferred.
Core skills
Required skills
Optional skills
ABOUT JUNIPER SQUARE
Private markets are one of the largest, most complex, and most underserved corners of global finance. Our mission at Juniper Square is to unlock their full potential. We’re the Operations Partner trusted by 2,300+ GPs, unifying technology, data, and fund administration services into a single platform that helps GPs move faster, make better decisions, and scale with precision. With $300B+ under administration and 700,000+ LPs on platform, we’ve built the scale to match our ambition. And with JunieAI, our purpose-built AI platform, we’re reimagining how private markets operate, embedding intelligence across every workflow. Founder-led since 2014, backed by $350M+ in funding, and now 1,000+ employees strong, we’re building a company designed to shape the future of private markets for decades to come.
Our culture is built for people who want to do ambitious, meaningful work alongside exceptionally talented teammates. We think like owners, move with urgency, and take pride in solving hard problems that truly matter to our customers and the future of private markets. We believe the best ideas come from open debate, deep collaboration, and diverse perspectives, which is why we believe transparency is the default and feedback makes us stronger. If you’re energized by high standards, rapid growth, and the opportunity to help define a category at a pivotal moment, come join us!
Juniper Square offers employees a variety of ways to work, ranging from a fully remote experience to working full-time in one of our physical offices.S. states, 2 Canadian Provinces, India, Luxembourg, and England. We also have physical offices in San Francisco, New York City, Mumbai and Bangalore for employees who prefer to work in an office some or all of the time.
ABOUT YOUR ROLE
As a Senior Tax Accountant on our Fund Tax Compliance team, you'll own the partnership tax compliance cycle for a portfolio of private funds — preparing workpapers for complex allocations, book-to-tax adjustments, and capital account maintenance. You will perform critical reviews of Form 1065 filings and investor K-1s to ensure absolute accuracy. This role suits an experienced partnership tax professional who wants engagement ownership and a path toward management.
WHAT YOU'LL DO
- 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.
QUALIFICATIONS
- 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.
COMPENSATION
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $80,000-95,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.
Benefits include:
- 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
#LI-Remote
#LI-BA1
#Juniper-US
What you'll do
- 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.
What they require
- 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
Juniper Square is an Operations Partner for private markets, unifying technology, data, and fund administration services into a single platform for GPs.