Job Description

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.

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