01 Aug
|
Juniper Square
|
Canada
01 Aug
Juniper Square
Canada
Who you are
- 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 qualified 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
What the job involves
- 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
- 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
📌 Senior Tax Accountant (Canada)
🏢 Juniper Square
📍 Canada