Senior Tax Associate

Sydecar; San Francisco (CA); On-site; USD 120,000 - 135,000; Full time

Benefits offered by this job

CPA or Enrolled Agent preferred

Job summary

Sydecar in San Francisco, CA seeks a Tax professional to join our Tax Team. You will lead preparation, support, and automation for complex partnership returns (1065s, K-1/2/3) for a fintech client base including PE/VC entities, and advise cross-functional teams on tax planning and compliance.

Applicants should have 4+ years in public accounting, experience with Thomson Reuters software, and a Bachelor's in accounting. CPA/EA is a plus.

Qualifications

• 4+ years of experience in a public accounting firm.
• Experience preparing 1065s and Schedule K-1 / K-2 / K-3.
• Ability to draft K-1 footnotes and related memos.
• Experience with PE/VC clients and tax planning.
• Proficiency using Thomson Reuters tax software.

Responsibilities

• Prepare partnership tax returns and Schedules K-1, K-2, K-3 for SPVs and funds.
• Research complex tax questions and interpret tax laws.
• Support tax inquiries from customers and internal teams.
• Collaborate on tax automation features with product team.
• Stay up-to-date with changes in tax laws and respond to notices.

Skills

Public accounting experience

PE/VC clients experience

1065s / K-1 / K-2 / K-3

Draft K-1 footnotes

Thomson Reuters tax software

Education

Bachelor's degree in accounting

Tools

Thomson Reuters tax software

Job description

About Us

Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed.

About Us

Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing.

About The Team

The Tax Team is a mission-critical group ensuring that we exceed expectations with regard to tax compliance, reliably communicate relevant tax information to internal team members and external customers, and serve as a key resource for the development of the tax function within our product. As a result, the Tax Team works with everyone at the company—from product and engineering to operations, sales, and marketing.

What You'll Be Doing

You will work alongside Finance and CX leadership, the Sr. Manager of Tax, and developers to build repeatable processes and systems to address customer inquiries and automate tax return preparation. The ideal candidate will be excited about working in a fast-paced startup setting and dedicated to creating leverage and efficiency through automation.

Tax Preparation

• Utilize technology automation to connect product data to tax software to prepare partnership tax returns and Schedules K-1, K-2, and K-3 for over 2,500 SPVs and Funds on or before March 31 of the year.
• Independently research complex tax questions and interpret tax laws and regulations.
• Assess and manage tax vendor software system

Tax Support

• Respond to customer requests for information or clarification regarding their annual tax documents as well as any investments contemplated to be run on our platform.
• Respond to in-house inquiries regarding tax implications of investing in certain assets.
• Along with the Sr Manager of Tax, Advise cross functional teams leaders on tax planning opportunities and compliance issues.

Tax Automation

• 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.

Risk Management

• Stay up-to-date with changes in tax laws and regulations.
• Respond to tax notices and audits

What We're Looking For

• 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 in a manner that can be understood by customers and staff
• Bachelor's degree or higher in accounting or a related field

Bonus if you 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

Sydecar's values

Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions.

Be Committed

As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity.

Be Excellent

We measure our success not just by what we achieve, but by how we achieve it—through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well—it's looking for ways to do them better.

Be Humble

Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment.

Win Together

Winning is no accident. It is the result of collective hard work, perseverance, sacrifice, and most of all, loving what we do. Winning requires that we give extra—sometimes winning calls for late nights or extra effort, and we show up for clients and each other with urgency and heart. While excellence is a journey, winning is a destination.

Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.

Compensation Range: $120K - $135K