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About the Role

Seeking an experienced, CPA-credentialed professional for a senior role in Operations, focusing on tax and partnership accounting for private funds and funds of funds. This role involves complex reporting, reconciliation, staff review, and client reporting.

Responsibilities

Manage custodial relationships and P/L reporting for separate accounts.
Oversee capital activity, valuations, and investor reporting for private fund and fund-of-funds vehicles.
Review and interpret Schedule K-1s and partnership tax allocations, including special allocations, waterfall calculations, and capital account maintenance.
Coordinate with fund administrators, auditors, and tax preparers on year-end tax reporting, K-1 delivery, and discrepancy resolution.
Prepare and review client and management reports, including performance, exposure, and tax disclosures for OCIO clients.
Serve as a senior point of contact for OCIO client servicing teams and portfolio managers on reporting, performance, and tax/K-1 inquiries.
Review and approve fee invoice payments and capital call/distribution processing for private fund investments.
Lead and/or contribute to operational due diligence on prospective and existing fund investments.
Work with the investment team to evaluate new investment strategies.
Review, mentor, and train junior associates, ensuring quality control on reporting and reconciliation.
Identify and implement process improvements for reporting, performance calculation, and tax-allocation workflows.
Interact with management and engage in client-facing communication requiring discretion and precision.

Requirements

Bachelor's degree required.
Active CPA license preferred, or strong background in fund administration or accounting.
7+ years of relevant experience in fund accounting, investment operations, or tax, with direct exposure to private funds and/or funds of funds.
Working knowledge of partnership taxation and allocation methodologies (K-1s, special allocations, waterfalls, capital account maintenance).
Highly familiar with performance metrics and calculations, including IRR, TWR, and PME.
Familiarity with private equity / private credit reporting KPIs, such as PIC, DPI, TVPI, and RVPI.
Understanding of OCIO client requirements — institutional reporting standards, client communication expectations, and compliance-sensitive documentation.
Strong knowledge of finance and markets across asset classes.
Proficiency with Microsoft Office suite (particularly Excel).
Comfort learning firm reporting and portfolio accounting systems.

Skills

Tax accounting
Partnership accounting
Private funds accounting
Funds of funds accounting
Reporting
Reconciliation
Schedule K-1 interpretation
Tax allocation
Waterfall calculations
Capital account maintenance
Client reporting
Operational due diligence
Investment strategies evaluation
Process improvement
Client communication
Microsoft Excel
Finance
Markets

Location

Work Type

Exempt
Full-time

Experience Level

Senior
7+ years

Education Level

Bachelor's degree

Salary/Compensations

$170,000-$185,000

Benefits

Annual cash bonus
Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)

About the Company

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
Focus Partners supports clients at every stage of life, helping them manage their financial future.
Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Equal Opportunity

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.