Tax Lead - Full Service (Self-Advised)

The role

You will own tax delivery for Belltower's self-advised venture funds, managing the relationship between the Tax team and fund GPs. You will review partnership returns and Schedules K-1, and coach Associates and Senior Associates.

What you will do

• Own end-to-end tax delivery for a growing book of self-advised funds, from information collection through GP review and K-1 release
• Review partnership returns and Schedules K-1, including allocations, state filings, and foreign reporting
• Run GP outreach for return signers, partnership representatives, FBAR, and other filing inputs, with clear deadlines and escalation
• Build and maintain the self-advised playbook, and hand recurring operational work to Tax Operations
• Coach Associates and Senior Associates through review notes, training, and workflow management
• Find where AI and automation can replace manual follow-up, 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
• Experience reviewing Forms 1065 and Schedules K-1 and interpreting partnership agreements
• A record of managing client or GP relationships where you had to drive outside parties to a deadline
• Working knowledge of multi-state filings and foreign partner reporting (Forms 1042 and 8804/8805)
• Clear written communication, especially when the message is a firm ask
• 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

• Competitive base salary, benefits, and equity package
• Explore our benefits
• Learn about Funders & Founders

Before you apply

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

About the company

Belltower is AngelList's funds services division, formed in 2019 as its native fund administrator. It has supported 27k+ funds representing over $25B in assets under administration.