Tax Senior Associate (Institutional)

The role

You will prepare and review tax compliance for institutional fund clients, working from trial balances, partner rosters, and allocation schedules. You will deliver accurate returns and K-1s to institutional GPs and LPs.

What you will do

• Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds
• Run book-to-tax adjustments from fund trial balances and financial statements
• Import and validate per-partner allocation schedules and capital account rollforwards
• Reconcile prior-year returns and data for funds migrating from other administrators
• Prepare multi-state, composite, and foreign partner withholding filings
• Answer institutional GP and LP questions on timing, estimates, and K-1 detail
• Test new platform functionality with Engineering and report issues clearly
• Look at existing processes and ask whether AI and automation could do them better

Required qualifications

• 2–4 years of partnership tax experience, ideally with institutional venture capital or private equity funds
• Experience preparing Forms 1065 and Schedules K-1 from trial balances
• Working knowledge of book-to-tax adjustments and partnership allocations
• Familiarity with multi-state and foreign partner reporting (Forms 1042 and 8804/8805)
• Clear, professional communication with institutional clients
• An instinct to question existing processes and use AI and automation to build better ones

Nice to have

• CPA, EA, or progress toward obtaining one

Benefits

• Competitive base salary
• Equity package
• Benefits package (details on the AngelList benefits page)

Before you apply

• The posting says you should apply even if you do not meet every requirement

About the company

Belltower Funds is a division of AngelList, which aims to accelerate innovation and build the future of private markets. It is an equal opportunity employer.