Senior Fund Accountant, Private Equity

Leading private investment firm, with over $15 billion AUM and a four-decade track record, invests across healthcare and technology and is currently deploying capital from its latest multi-billion-dollar fund. The firm operates with a lean team of approximately 100 professionals and emphasizes a collaborative, high-performance culture.

The firm is seeking a Tax & Fund Operations Associate who brings strong technical tax skills and a desire to broaden their exposure beyond compliance. This individual will play a key role in supporting the firm’s finance function, contributing to tax operations, fund structuring, investor reporting, and strategic process improvements.

• Analyze financial and tax data to support filings across Funds, Co-Investment vehicles, General Partners, and the Management Company
• Manage the full review cycle for K-1s and K-3s, ensuring accuracy and timely distribution to investors and employees
• Collaborate with external tax advisors on federal, state, and international tax filings, including complex disclosure forms ("e.g., 5471, 926, 8865, 8621")
• Oversee the preparation of tax estimates and payments, including passthrough entity tax (PTET) payments
• Monitor and support compliance with international reporting requirements, including FATCA, FBAR, and CRS
• Maintain and enhance internal databases tracking tax basis, investor classifications, and demographic information

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MST preferred
• 3–6 years of experience in private equity or partnership tax (public accounting or in-house)
• Solid understanding of private equity fund structures and related tax issues