Senior Tax Accountant, Juniper Square
Fund Tax Compliance
$80-95k
+ Equity
Investment partnership platform
Be an early applicant
Investment partnership platform
501-1000 employees
Be an early applicant
$80-95k
+ Equity
501-1000 employees
Company mission
To create new opportunities for private capital markets.
Role
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 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
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
Our take
Juniper Square is an investment management solutions platform that aims to empower LPs (Limited Partners) and GPs (General Partners) to expand opportunities through partnerships and make the world of private equity more transparent, efficient, and accessible. With a suite of tools that focus on CRM, fundraising, investor reporting, and an investor portal, the company has modernised and streamlined private equity management for companies such as Beacon Capital Partners, Bell Partners, and Greystar.
Founded in 2014, Juniper Square were immediately in direct competition with analytical monolith Microsoft Excel, as well as popular equity management apps like Fundwave. However, the platform has exceeded expectations, in part because of its fluid and longer-term focused software solutions that have innovated what was previously archaic and error-ridden under Excel.
Serving more than 2000 GPs, Juniper Square supports tens of thousands of investment partnerships, covering hundreds of billions in LP capital. The company has raised substantial funding, raising it to Unicorn level, which will be used to fuel rapid growth, accelerate innovation, and expand its services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
2% employee growth in 12 months
Company
Funding (last 2 of 6 rounds)
Jun 2025
$130m
SERIES D
Feb 2023
$133m
LATE VC
Total funding: $371m
Company HQ
Chinatown, San Francisco, CA
Leadership
Alex Robinson
(Co-Founder & CEO)Previously founded GreenDoor where they served as the CEO. They also spent 5 years at Microsoft as Senior Product Manager and 3 years at New Energy Risk as the Founding VP of Business Development.
Yonas Fisseha
(Co-Founder & CTO)Previously the Principal Architect at Fanbase.com and the VP of Engineering at Huddler.com
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