Senior Tax Accountant - Fund Tax Compliance

About the 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.

Responsibilities

• 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.
• Cook up coordination 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