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Senior Partnership Accountant

Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.

 

Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced technology and finance professionals. The people who shape our company come from other backgrounds, too, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.

 

In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.


As our Senior Partnership Accountant, you will be a key member of the management company finance team. This team has a broad mandate and is responsible for managing the books, records, and budgets of both US and International businesses, and managing tax filings with external service providers. You will report to our [Senior Finance Director/CFO] and be responsible for all processes and accounting for partner capital accounts and records. This role is a means to make a difference: providing critical support to the most senior executives at the firm, as well as various growth initiatives.


Responsibilities
  • Provide excellent service to Voleon partners, including timely and accurate communications on income and tax compliance
  • Prepare, maintain and reconcile partnership capital accounts on both economic and tax basis, including all supporting schedules and related records
  • Manage processes related to monthly, quarterly and annual distributions in close coordination with tax team and other stakeholders
  • Manage treasury operations related to partner investment subscriptions and redemptions
  • Assist with annual audit and tax preparation processes for both partnership and C-Corp entities
  • Support cross-functional initiatives including HR, Legal and Fund Finance
  • Lead bespoke projects to improve our management company finances and our finance effort overall
  • Document all processes and drive improvements and efficiencies with other teams 


Requirements
  • 10+ years of experience in public or financial accounting, with minimum of 3 years partnership accounting experience required
  • Demonstrated ability to communicate clearly and effectively at a high level with partners, senior management and other stakeholders
  • Expertise with US GAAP and its application to partnerships and/or investment management
  • Experience with both corporate and partnership taxation
  • Proven record of success at a top tier accounting firm is preferred
  • Able to handle competing priorities and work effectively in a challenging, fast-paced environment
  • Active CPA
  • Master's degree in Accounting or Finance (or equivalent experience) preferred


The base salary range for this position is $150,000 to $200,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.


“Friends of Voleon” Candidate Referral Program

If you have a great candidate in mind for this role and would like to have the potential to earn $7,500 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms, and conditions please make sure to review the Voleon Referral Bonus Program.

 

Equal Opportunity Employer

The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.

 

Vaccination Requirement

The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine.  This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts. 


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What You Should Know About Senior Partnership Accountant, The Voleon Group

Join Voleon as a Senior Partnership Accountant and play an essential role in our finance team! We're a forward-thinking technology company based in Berkeley, but you can work remotely too. Our focus is on leveraging advanced machine-learning techniques to solve real-world problems in finance. For over a decade, we've been a leader in our field; now, with our sights set on future growth, we're excited to bring on a new team member who shares our passion for excellence. At Voleon, you’ll work alongside renowned machine learning experts and seasoned professionals from various backgrounds, fostering a vibrant and collaborative workspace. Your main responsibility will be to oversee all accounting processes for partner capital accounts, ensuring top-notch service and communication. You will liaise directly with partners and contribute to strategic initiatives like preparing financial reports, managing distributions, and improving overall finance processes. We're looking for someone with at least 10 years of experience in accounting, including 3 years in partnership accounting, and a solid grasp of US GAAP and partnership taxation. If you're ready to bring your expertise to an innovative firm and make a significant impact, we want to hear from you! Enjoy competitive compensation, a modern office, daily catered lunches, and a chance to be part of a company that values both team success and individual contributions.

Frequently Asked Questions (FAQs) for Senior Partnership Accountant Role at The Voleon Group
What are the key responsibilities of a Senior Partnership Accountant at Voleon?

As a Senior Partnership Accountant at Voleon, your primary responsibilities will include managing and reconciling partnership capital accounts, ensuring accurate communication with partners regarding income and tax compliance, and overseeing treasury operations related to investment subscriptions and redemptions. Additionally, you will assist with annual audits and tax preparations, support various growth initiatives across departments, and document and improve financial processes.

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What qualifications are required for the Senior Partnership Accountant position at Voleon?

To qualify for the Senior Partnership Accountant role at Voleon, candidates must have over 10 years of experience in public or financial accounting, with at least 3 years focused on partnership accounting. A CPA is required, along with a Master's degree in Accounting or Finance preferred. Candidates should also have a strong understanding of US GAAP and partnership taxation and a proven record of success in a top-tier accounting firm.

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What is the salary range for the Senior Partnership Accountant role at Voleon?

The salary range for the Senior Partnership Accountant position at Voleon is between $150,000 to $200,000, depending on factors such as experience, education, and skills. It's important to note that this base salary does not include bonuses or additional benefits, which also form an essential part of the total compensation package.

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How does Voleon support work-life balance for the Senior Partnership Accountant?

Voleon understands the importance of work-life balance and offers a flexible working environment, including the option to work remotely. Additionally, employees enjoy a competitive benefits package that includes 20 days of paid time off and 9 sick days, ensuring you have time to recharge and manage personal commitments.

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How does the Senior Partnership Accountant contribute to Voleon's growth initiatives?

As a Senior Partnership Accountant at Voleon, you'll play a vital role in supporting cross-functional growth initiatives involving HR, Legal, and Fund Finance. Your input on financial management and process improvements will directly impact the firm's strategic goals and operational efficiency, ensuring that Voleon remains at the forefront of investment management.

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Common Interview Questions for Senior Partnership Accountant
Can you describe your experience with partnership accounting?

In answering this question, you should highlight specific experiences where you managed partnership accounts, detailing the systems you used, how you ensured accuracy, and any challenging situations you navigated successfully.

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How do you ensure compliance with US GAAP in your accounting practices?

To effectively answer this, mention your familiarity with US GAAP standards and any professional development efforts you've undertaken. Provide examples of how you've implemented these guidelines in previous roles to maintain compliance.

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What strategies do you utilize for managing competing priorities in a fast-paced environment?

Discuss time management techniques and tools you use to stay organized. Talk about situations where you've successfully prioritized tasks and met deadlines without compromising quality.

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How have you handled communications with partners or senior management?

Explain your approach to communication, emphasizing clarity and responsiveness. Provide specific examples of how you effectively interacted with stakeholders, ensuring they were informed and satisfied with services provided.

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Can you provide an example of a successful project you led related to finance?

Prepare a detailed example that illustrates not only the project's goals and outcomes but also your leadership style. Discuss the impact it had on finance operations and your team's overall performance.

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What experience do you have with taxation of partnerships?

Outline your knowledge of both corporate and partnership taxation. Discuss specific situations where you handled tax issues and how you ensured compliance and optimized financial outcomes for partners.

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How do you approach maintaining accurate records and schedules?

Emphasize the importance of detail orientation in your work and describe the systems or techniques you use to ensure accuracy, consistency, and organization in financial records.

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How do you stay updated with changes in accounting regulations?

Discuss the resources you utilize, such as professional development courses, seminars, and relevant publications. Mention how you incorporate this knowledge into your current practices.

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What role do you think the Senior Partnership Accountant plays in company growth?

Reflect on how the role facilitates financial integrity and supports strategic initiatives that propel company growth. Mention your eagerness to contribute to Voleon's ambitious goals through this role.

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What do you see as the biggest challenges in partnership accounting today?

Share insights on current trends or regulatory issues impacting partnership accounting. Discuss your approach to tackling these challenges proactively and effectively.

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The Voleon Group is a family of companies committed to the development and deployment of cutting-edge technologies in investment management. We specialize in the application of rigorous data-driven techniques to financial markets, driven by our ow...

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Full-time, remote
DATE POSTED
April 16, 2025

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