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Senior Tax Accountant - Fund Tax Compliance

Juniper Square

San Francisco, CARemoteJob$80–95K/yrPosted 1mo agoVerified open 4 days ago

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At a glance

Compensation
$80–95K/yr
Location
San Francisco, CARemote
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

CPA CertificationChartered Accountant (CA) CertificationEnrolled Agent (EA) CertificationLocal Equivalent Accounting CertificationBachelor's degree

Job overview

Juniper Square is hiring a Senior Tax Accountant - Fund Tax Compliance. Juniper Square is a private‑markets technology and fund administration company that partners with over 2,300 GPs, managing $300B+ in assets. The firm emphasizes a digital‑first culture, rapid growth, and collaborative problem‑solving, offering flexible work options across multiple U.S. and international offices.

Key focus areas include Assist in reviewing U.S. partnership tax returns, investor K‑1s, and supporting workpapers., Own complex partnership tax work, including allocations, waterfall calculations, book‑to‑tax differences, and capital account maintenance., and Own end‑to‑end tax deliverables for assigned funds, managing K‑1 delivery timelines and quality..

Successful candidates bring Bachelor's Degree In Accounting, Finance, Or Related Field and 2-3 Years Partnership Tax Experience. Important skills include Partnership Tax Compliance, Complex Allocations, Book-to-Tax Adjustments, Capital Account Maintenance, Form 1065 Filings, and Investor K-1s. Preferred (not required): SaltStack and Forms 1042.

Skills & qualifications

RequiredNice to have

Skills

Partnership Tax ComplianceComplex AllocationsBook-to-Tax AdjustmentsCapital Account MaintenanceForm 1065 FilingsInvestor K-1sPartnership TaxationSchedule K-1 Preparation and ReviewTax AllocationsCommunicate Complex Tax Matters ClearlyReview SkillsIdentify and Resolve IssuesManage Competing DeadlinesAdvanced ExcelProfessional Tax SoftwarePrivate EquityVenture CapitalReal EstateHedge Fund StructuresGoSystemCCH AxcessFund Administration PlatformsSaltStackInternational Information ReportingForms 8621Forms 1042Investor WithholdingForm 1065Schedule K‑1 PreparationForm 8621Form 1042Private Equity StructuresVenture Capital StructuresReal Estate Fund StructuresComplex Allocation CalculationsWaterfall CalculationsCarried‑Interest CalculationsCommunication SkillsDeadline ManagementMentoring Associates

Qualifications

Bachelor's Degree in AccountingBachelor's Degree in Finance2–3 Years Partnership Tax ExperienceCPA CertificationChartered Accountant (CA) CertificationEnrolled Agent (EA) CertificationLocal Equivalent Accounting CertificationProgress Toward Accounting Certification

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off
401(k) Match

Full job description

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. We invest heavily in digital-first operations, allowing our teams to collaborate effectively across 27 U.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

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