Tax Specialist (CPA)

The Tax Specialist will own the preparation, review, and ongoing management of partnership tax activities for venture capital fund clients. This role requires strong technical knowledge, attention to detail, and the ability to independently manage deadlines while partnering with internal and external teams.

• Prepare and review federal and state partnership tax returns, including Form 1065 and related schedules, for venture capital fund clients.
• Manage the preparation, quality control, and delivery of Schedule K-1 documents to limited partners.
• Coordinate with fund accounting teams and external tax professionals to collect information, resolve discrepancies, and ensure accurate reporting.
• Respond to tax notices and provide guidance on fund-level tax questions and compliance matters.
• Monitor tax deadlines across multiple fund entities and ensure timely completion of required filings.
• Identify and evaluate complex tax issues, including allocations, Section 704(b) considerations, carried interest treatment, and PFIC-related matters.
• Support improvements to tax workflows, documentation, and processes to increase efficiency and scalability.
• Act as a trusted internal resource for partnership tax expertise and contribute to the continuous improvement of fund administration operations.

Requirements:

The ideal candidate is an experienced tax professional with a strong background in partnership taxation and investment fund structures. They should be comfortable working independently, managing complex deliverables, and applying technical expertise in a fast-paced environment.

• Active CPA license required.
• 5+ years of experience in partnership tax, with significant exposure to venture capital, private equity, fund of funds, or similar investment structures.
• Strong knowledge of Form 1065, Schedule K-1 preparation, and state composite and withholding filing requirements.
• Experience working within or alongside a fund administrator, registered investment advisor, or public accounting firm focused on investment management clients.
• Understanding of fund accounting concepts, including capital accounts, allocation methodologies, and waterfall mechanics.
• Experience using tax preparation software such as UltraTax, CCH Axcess, or similar platforms.
• Strong analytical and review skills with the ability to identify inconsistencies and technical issues.
• Highly organized and self-directed, with the ability to manage multiple priorities and deadlines independently.
• Strong communication skills and the ability to collaborate effectively with internal teams and external partners.

Benefits:

• Competitive annual compensation ranging from $95,000 to $130,000, depending on experience and qualifications.
• Opportunity to make a meaningful impact by supporting infrastructure that enables growth in the venture capital ecosystem.
• Remote-first work environment with a collaborative team of experienced professionals.
• Flexible working hours designed to support autonomy and work-life balance.
• Flexible paid time off policy.
• Opportunities for professional growth and expanded responsibilities as the organization continues to scale.
• Compensation and benefits aligned with experience and role expectations