Tax Lead, Platform-Advised Funds — Equity Eligible

AngelList, LLC; 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

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.