Senior Tax Accountant - Growing Financial Services Company - 100% Remote

Principal Consulting Group; United States; Remote; USD 65,000 - 120,000; Full time

Job summary

A growing financial services company is seeking a Senior Tax Accountant for a fully remote position. The role involves managing fund and investor-side tax compliance, including K-1 preparation and corporate tax reporting. The ideal candidate should have a Bachelor's degree in Accounting, a CPA preferred, and strong Excel skills, along with a proactive approach to managing complex tax workflows.

Qualifications

• Minimum 3 years of tax experience focused on partnership and/or corporate tax.
• Advanced proficiency in Excel, including pivot tables and VLOOKUP.
• Prior experience with alternative investment structures is a plus.

Responsibilities

• Prepare and review investor tax allocations and K-1 processing.
• Manage partnership and corporate tax filings with external partners.
• Correlate tax data across multiple systems and support timely filings.

Skills

Attention to detail

Proactive approach

Organizational skills

Communication skills

Education

Bachelor's degree in Accounting or related field

CPA preferred

Tools

Microsoft Excel

Job description

Senior Tax Accountant - Growing Financial Services Company - 100% Remote

Senior Tax Accountant - Growing Financial Services Company - 100% Remote

Direct message the job poster from Principal Consulting Group

A growing financial services company is seeking a Senior Tax Accountant to support its expanding operations and complex investment structures. The organization offers individuals access to a variety of alternative investment opportunities. This fully remote position reports to the Corporate Controller and collaborates closely with experienced tax professionals.

The Senior Tax Accountant will be responsible for fund and investor-side tax compliance, including investor allocations, K-1 preparation, and corporate tax reporting. The ideal candidate will have strong technical proficiency in Excel, keen attention to detail, and a proactive approach to managing complex tax workflows and deadlines.

Key Responsibilities:

• Prepare and review investor tax allocations and ensure alignment with deal economics and fund structures.
• Handle high-volume K-1 processing, including demographic inputs and tracking for 28,000+ K-1s and 100+ deal offerings.
• Correlate tax data and reporting across multiple systems and support timely and accurate tax filings.
• Work directly with two external tax partners to manage partnership and corporate tax filings
• Collaborate with the internal Investor Relations (IR) team to address investor-specific tax concerns.
• Track, manage, and respond to tax notices, ensuring timely resolution and documentation.
• Gather, organize, and synthesize financial data from internal stakeholders to support tax processes.
• Maintain trackers and to-do lists for key deliverables, follow-ups, and task prioritization.
• Take thorough notes in meetings, ensure proper documentation, and facilitate follow-up action items.

Qualifications:

• Bachelor's degree in Accounting, Tax or a related field; CPA preferred.
• Minimum 3 years of tax experience, with a focus on partnership and/or corporate tax.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, complex formulas).
• Strong organizational skills and ability to manage multiple competing priorities.
• Detail-oriented and proactive, with excellent follow-through and communication skills.
• Prior experience with alternative investment structures is a plus.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

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