Tax Lead, Platform-Advised Funds — Hybrid & Equity

Better Tomorrow Ventures; San Francisco (CA); Hybrid; USD 140.000 - 171.000; Vollzeit

Benefits dieser Stelle

Equity package

Benefits

Zusammenfassung

Better Tomorrow Ventures is seeking a Tax Lead – Full Service (Platform-Advised Funds) to drive technical review of complex partnership structures and ensure accurate allocations, waterfalls, and foreign reporting across our platform-advised funds.

As a senior individual contributor, you will mentor associates, lead through review authority, and partner with Engineering to introduce AI-driven automation to streamline tax reviews.

Qualifikationen

• 5+ years of partnership tax experience in public accounting, fund administration, or industry.
• Review experience on Form 1065 and Schedules K-1.
• Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls.
• Knowledge of foreign partner withholding, PFIC, and multi-state filings.

Aufgaben

• Review complex partnership returns and K-1s for tiered funds, blockers, and carry structures.
• Apply allocations and waterfalls before estimates and K-1s are issued.
• Review §754/§743(b) adjustments, PFIC reporting and foreign reporting forms.
• Validate system builds with Engineering by defining expected results and tests.
• Coach Associates through review notes and training sessions.
• Identify AI/automation opportunities to reduce manual review and implement with Engineering.

Kenntnisse

Partnership tax review

Written communication

Process improvement

AI/automation mindset

Ausbildung

CPA/EA or attorney admitted in the US, or progress toward one

Jobbeschreibung

Better Tomorrow Ventures is seeking a Tax Lead – Full Service (Platform-Advised Funds) to drive technical review of complex partnership structures and ensure accurate allocations, waterfalls, and foreign reporting across our platform-advised funds.

As a senior individual contributor, you will mentor associates, lead through review authority, and partner with Engineering to introduce AI-driven automation to streamline tax reviews.