Tax Lead — Self-Advised Venture Funds

Better Tomorrow Ventures; San Francisco (CA); Sur place; USD 149 000 - 182 000; Plein temps

Résumé du poste

Belltower Fund Group seeks a Tax Lead – Full Service (Self-Advised) to own tax delivery for self-advised venture funds. You will review complex partnership returns and K-1s, manage GP relationships, and drive timely submissions with a scalable workflow approach.

You will coach Associates and Senior Associates, leverage technology to replace manual follow-ups, and collaborate with Legal, Engineering, and Fund Accounting to grow operational efficiency as the fund population expands.

Qualifications

• 5+ years of partnership tax experience in public accounting, fund administration, or industry.
• Experience reviewing Forms 1065 and Schedules K-1 and interpreting partnership agreements.
• Proven track record in driving client/GP relationships to deadlines.
• Knowledge of multi-state filings and foreign partner reporting (1042, 8804/8805).
• Strong written communication with firm-asks clarity.
• Interest in using AI/automation to improve processes.
• CPA/EA or attorney admitted in a US jurisdiction, or pursuing one.

Responsabilités

• Own end-to-end tax delivery for self-advised funds from information collection to K-1 release.
• Review partnership returns and K-1s, including allocations and state/foreign reporting.
• Coordinate GP outreach for return signers and filing inputs with clear deadlines.
• Build and maintain a self-advised playbook; hand recurring work to Tax Operations.
• Coach Associates through review notes, training, and workflow management.
• Identify opportunities for AI/automation to replace manual follow-up and work with Engineering to implement.

Connaissances

Partnership tax experience

Review Forms 1065 & K-1

Client/GP relationships

Foreign partner reporting (1042/8804/‑

Clear written communication

AI/automation mindset

US tax professional certification (CPA

Formation

CPA/EA or attorney admitted in US

Description du poste

Belltower Fund Group seeks a Tax Lead – Full Service (Self-Advised) to own tax delivery for self-advised venture funds. You will review complex partnership returns and K-1s, manage GP relationships, and drive timely submissions with a scalable workflow approach.

You will coach Associates and Senior Associates, leverage technology to replace manual follow-ups, and collaborate with Legal, Engineering, and Fund Accounting to grow operational efficiency as the fund population expands.