Now Hiring: Investment Partnership Accountant
Location: Hybrid in Phoenix, AZ
Type: Full-Time
Do you thrive in the details of accounting? Are you someone who prefers depth and accuracy over constant change? If so, we want to talk to you.
We’re searching for an Investment Partnership Accountant with a passion for precision to join our team. This is a highly specialized role focused on tax allocations and the unique demands of investment partnership accounting. It’s back-office, steady, and secure, with clear responsibilities and minimal surprises. Perfect for someone who finds satisfaction in clean reconciliations, solid financials, and accurate IRS reporting.
What You’ll Do:
-
Apply and track IRS tax allocations: 704(b), 704(c), and book-to-tax realized gains/losses
-
Reconcile bank accounts and maintain general ledger accuracy
-
Prepare annual financial statements and partner basis tracking
-
Record and manage capital contributions and distributions
-
Account for debt investments, passthrough entities, and marketable securities
-
Support the accounting behind complex investment transactions
What You Bring:
-
3–5 years of experience in investment partnership accounting
-
Hands-on knowledge of 704(b) and 704(c) allocations
-
Strong skills in reconciliations and financial statement prep
-
High attention to detail and commitment to accuracy
-
Bachelor’s degree in Accounting preferred (CPA a plus but not required)
Why This Role:
-
Job security in a niche, technical space
-
Minimal client-facing pressure — just focused, meaningful work
-
Immediate need, with a streamlined hiring process
If you’re looking for a long-term opportunity in a specialized corner of accounting, this is it.