Tax Lead - Full Service (Platform-Advised Funds)

AngelList; San Francisco (CA); Hybrid; USD 140,000 - 171,000; Full time

Benefits offered by this job

Equity package

Job summary

AngelList, a leader in private markets and venture platforms, seeks a Tax Lead – Full Service (Platform-Advised Funds) to own the technical review of complex partnership allocations and K-1s. You will mentor Associates and Senior Associates, coordinate with Engineering to validate new builds, and push for AI-driven efficiencies in fund tax processes.

The role focuses on platform-advised fund clients, including tiered funds and carry waterfalls, with emphasis on accuracy and scalable review.

Qualifications

• 5+ years of partnership tax experience in public accounting, fund administration, or industry.
• 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.

Responsibilities

• Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures.
• Apply §704(b), §704(c), and partnership agreement 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.

Skills

Partnership tax experience

Clear written communication

Review team leadership

Education

CPA, EA, or attorney admitted in a U.S. jurisdiction

Job description

About the Role

We are seeking a Tax Lead – Full Service (Platform-Advised Funds) to join our growing tax team for all of our platform-advised funds. This role is ideal for someone with deep partnership tax review experience who enjoys complex allocations and wants to shape how they are built into our platform.

The Tax Lead (Full Service) will lead technical review for Belltower’s platform-advisedfund clients, the venture and private equity funds that rely on us for end-to-end fund management. You will own review quality for complex partnership structures and make sure our allocations, waterfalls, and foreign reporting are right the first time.

This is a senior individual contributor role. You will lead through review authority and coaching, helping Associates and Senior Associates grow into complex review work.

You Will:

• Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures
• Apply §704(b), §704(c), and partnership agreement 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

You Have:

• 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

Working Here

If you don’t meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing.

We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).

Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role starts at $155,000+ annually but will vary based on a number of factors including a candidate’s professional background, experience, level, and location. Additional details about our Total Rewards package will be provided during the recruitment process.

Benefits: We support your life both in and outside of work.
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Belltower Funds, a division of AngelList, is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.