Tax Lead - Full Service (Self-Advised)

Wellfound; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Belltower Fund Group seeks a Tax Lead - Full Service (Self-Advised) to own tax delivery for self-advised venture funds. This senior contributor will review complex partnership returns and coach junior staff, while coordinating with our Customer Relations, Legal, Engineering, and Fund Accounting teams to keep timelines and quality high.

Ideal candidates will own client relationships, drive work to deadlines, and leverage technology to replace manual follow-up with scalable processes as our fund

Qualifications

• Experience reviewing complex partnership returns.
• Ability to manage client relationships and deadlines.
• Coach Associates and Senior Associates to scale workflows.

Responsibilities

• Own tax delivery for self-advised venture funds and review returns/K-1s.
• Manage missing information, client dependencies, and escalations to keep deliverables on track.
• Collaborate with Customer Relations, Legal, Engineering, and Fund Accounting to build scalable workflows.

Skills

Partnership tax

Client relationships

Project delivery

Mentoring

Process automation

Job description

About Belltower Fund Group:

Belltower, AngelList's funds services division, is empowering world-changing fund investments.

Belltower was formed in 2019 as AngelList's native fund administrator. Belltower provides fund administration services to the venture space. Our coverage spans syndicates, venture funds, and first-of-their-kind rolling funds. Our full-service fund management offering streamlines the complexity of running a fund by integrating financial reporting, tax, compliance, portfolio management, and other services that managers typically have to cobble together from multiple vendors. Our services, combined with AngelList's software, enable us to launch and scale a fund efficiently, allowing fund managers to focus on what they do best: investing.

Since 2019, Belltower has supported 27k+ funds representing over $25B in assets under administration, leveraging AngelList's fund admin software to power the service layer for funds launched on the AngelList platform.

About the Role

We are seeking a Tax Lead - Full Service (Self-Advised) to join our growing tax team. This role is ideal for someone with partnership tax review experience who enjoys owning client relationships and driving work to a deadline.

The Tax Lead (Self-Advised) will own tax delivery for Belltower's self-advised venture funds, where the fund's GP manages and signs for the fund and Belltower provides the tax service layer. You will own the relationship between Tax and these GPs: what we need from them, when we need it, and how their returns and K-1s get reviewed and released. You'll proactively manage missing information, client dependencies, and escalations to keep deliverables on track. Working closely with our Customer Relations Team, Legal, Engineering, and Fund Accounting, you'll make this process repeatable as the population grows.

This is a senior individual contributor role. You will review complex partnership returns, coach Associates and Senior Associates, and use technology to replace manual follow-up with scalable workflows.