Tax Lead - Full Service (Platform-Advised Funds)

The role

You will lead technical review for platform-advised venture and private equity funds, owning review quality for complex partnership structures. You will confirm allocations, waterfalls and foreign reporting, and coach Associates and Senior Associates.

What you will do

• Review complex partnership returns and Schedules K-1, including tiered funds, blockers and carried interest structures
• Apply §704(b), §704(c) and waterfall provisions and confirm allocations before estimates and K-1s go out
• Review §754/§743(b) adjustments, PFIC reporting (Form 8621), withholding (Forms 1042 and 8804/8805) and foreign reporting (Forms 8865 and 8858)
• Validate new system builds with Engineering by defining expected results and testing them
• Coach Associates and Senior Associates through review notes and training
• Find where AI and automation can reduce manual review, and work with Engineering to ship it

Required qualifications

• 5+ years of partnership tax experience in public accounting, fund administration or industry, ideally with venture capital or private equity funds
• Review experience on complex Forms 1065 and Schedules K-1
• Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls
• Working knowledge of foreign partner withholding, PFIC and multi-state filings
• Clear written communication, including tax positions for non-tax readers
• An instinct to question existing processes and use AI and automation to build better ones
• CPA, EA or attorney admitted in a U.S. jurisdiction, or progress toward one

Benefits

• Benefits support both in and outside of work
• Equity package
• Total Rewards package details provided during recruitment

Before you apply

• Candidates who do not meet every requirement are still encouraged to apply

About the company

Belltower Funds is a division of AngelList. It provides end-to-end fund management for venture and private equity funds.