Sydecar
Senior Tax Associate
New York Office - Hybrid, Remote. Posted a month ago
The role
You will build repeatable processes and systems to address customer inquiries and automate tax return preparation. You will work with Finance and CX leadership, the Sr. Manager of Tax, and developers.
What you will do
- Utilize technology automation to prepare partnership tax returns and Schedules K-1, K-2, and K-3
- Independently research complex tax questions and interpret tax laws and regulations
- Assess and manage tax vendor software system
- Respond to customer requests for information or clarification regarding annual tax documents
- Respond to in-house inquiries regarding tax implications of investing in certain assets
- Advise cross functional teams leaders on tax planning opportunities and compliance issues
- Liaise with the Product team on features that connect investment events to tax software
- Ensure that all events that occur in our ledger are properly mapped to tax events
- Stay up-to-date with changes in tax laws and regulations
- Respond to tax notices and audits
Required qualifications
- 4+ years of experience in a public accounting firm
- Experience with Thomson Reuters tax software
- Experience with PE/VC clients
- Experience preparing 1065s and Schedules K-1 / K-2 / K-3 and special allocations
- An understanding of how to draft K-1 Footnotes to comply with best practices, as well as interpret Footnotes on K-1s received
- Ability to draft timely and relevant tax memos and articles and contribute to our knowledge base
- Concise and effective communication regarding complex tax topics
- Bachelor's degree or higher in accounting or a related field
Nice to have
- Experience working in a fintech startup or a high-growth tech company
- CPA or Enrolled Agent preferred
- Experience with Forms 5471, 8865, and 1042
About the company
Sydecar is on a mission to transform the world of private markets by revolutionizing the way investment vehicles are created and executed. The company acts as a partner in venture capital by automating banking, compliance, contracts, taxes, and reporting.