Senior Tax Accountant - Fund Tax Compliance @Juniper Square

Overview

Juniper Square is a leader in private market technology and operations, dedicated to unlocking the full potential of this sector. As a Senior Tax Accountant, you will be part of the Fund Tax Compliance team, responsible for managing the partnership tax compliance cycle for a portfolio of private funds.

Key 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.
• Manage the end-to-end tax deliverables for assigned funds, ensuring K-1 delivery timelines and overall quality.
• Handle filing calendars, extensions, and deliverable timelines to ensure on-time, penalty-free filing.
• Research partnership tax issues and document positions 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, Enrolled Agent, or equivalent) or progress toward one (preferred).
• Hands-on knowledge of partnership taxation, Form 1065, Schedule K-1 preparation and review, and tax allocations.
• Strong communication skills for complex tax matters.
• Review skills and judgment to identify and resolve issues before finalizing deliverables.
• Ability to manage competing deadlines and priorities during busy seasons.
• Advanced Excel skills; proficiency with professional tax software.
• Experience with 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, or investor withholding (preferred).

Benefits

• Health, dental, and vision care for you and your family.
• Life insurance and disability coverage.
• Mental wellness coverage.
• Fertility and family support.
• Flex Time Off plus company paid holidays.
• Paid family leave, medical leave, and bereavement leave policies.
• 401k retirement savings plan.
• Healthcare FSA and commuter benefits programs.
• Allowance for home work and technology setup.
• Annual professional development stipend.

Location

Remote; open to candidates from within the USA.

How to Apply

For consideration, please submit your application through our career page.

Deadline

Not specified.