Senior Tax Accountant - Fund Tax Compliance
TLDR
Own partnership tax compliance for private funds, handling complex allocations, Form 1065 reviews, K-1 delivery, and capital account maintenance.
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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Benefits
Equity Compensation
equity
Health Insurance
Health, dental, and vision care for you and your family
Home Office Stipend
Allowance to customize your work and technology setup at home
Learning Budget
Annual professional development stipend
FSA and commuter benefits
Healthcare FSA and commuter benefits programs
Paid Parental Leave
Paid family leave, medical leave, and bereavement leave policies
Paid Time Off
Flex Time Off in addition to company paid holidays
Remote-Friendly
Fully remote role
Wellness Stipend
Mental wellness coverage
Juniper Square is dedicated to unlocking the potential of private markets by digitizing assets like commercial real estate and private equity. Our platform enhances efficiency and transparency, making these traditionally inaccessible investment opportunities available to a broader audience. We’re transforming how individuals and institutions engage with one of the most vital segments of the financial ecosystem.
- Founded
- Founded 2014
- Employees
- 500+ employees
- Industry
- financial services
- Total raised
- $370M raised
- Last funding
- Raised September 2025