Tax Senior Associate (Institutional)

Warmada; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Belltower is seeking a Tax Senior Associate (Institutional) in New York to join our growing tax team. You will prepare and review tax compliance for our institutional fund clients, working from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs.

This role is not a traditional tax role; success relies on curiosity and using technology to define a repeatable process.

Qualifications

• Experience preparing tax returns for institutional funds.
• Prepare and review tax compliance for institutional fund clients.
• Work with trial balances, partner rosters, and allocation schedules to deliver returns and K-1s.

Responsibilities

• Prepare and review tax compliance for institutional fund clients.
• Deliver returns and K-1s to institutional GPs and LPs.
• Collaborate with tax team, Engineering, and fund accounting to shape institutional tax processes.

Skills

Partnership tax experience

Institutional funds tax

Tax compliance

Job description

About the Role

We are seeking a Tax Senior Associate (Institutional) to join our growing tax team. This role is ideal for someone with partnership tax preparation experience on institutional funds.
The Tax Senior Associate (Institutional) will prepare and review tax compliance for Belltower's institutional fund clients. You will work from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs. Working closely with tax team members, Engineering, and fund accounting, you'll help shape how institutional tax is done at Belltower.
This is not a traditional tax role. The workflow is new, so success comes from being curious, comfortable with a process that is still being defined, and willing to use technology to make it repeatable.