CPA Tax Specialist

Job Summary

Owning the tax function for fund clients, the full-time remote CPA Tax Specialist will prepare and review partnership tax returns, manage K-1 production, and serve as the internal expert on fund-level tax questions.

Key responsibilities

• Prepare and review federal and state partnership tax returns (Form 1065 and related schedules) for venture capital fund clients
• Manage K-1 production, quality review, and delivery to limited partners
• Coordinate with fund accountants and external CPAs to gather source data and resolve discrepancies

Required qualifications

• Active CPA license
• 5+ years of experience in partnership tax, particularly with fund structures (venture capital, private equity, or fund of funds)
• Deep fluency with Form 1065, Schedule K-1, and state composite/withholding filing requirements
• Experience working in or alongside a fund administrator, registered investment advisor, or public accounting firm with an investment management practice
• Familiarity with fund accounting concepts, including capital accounts and allocation schedules