Tax Senior Associate (Institutional)

Hard Yaka; New York (NY); Hybrid; USD 117,000 - 143,000; Full time

Job summary

Belltower Funds, a division of AngelList, seeks a Tax Senior Associate (Institutional) to handle partnership tax returns for institutional funds, including K-1s. The role emphasizes building repeatable processes with technology and collaboration with tax, engineering, and fund accounting teams.

This position is based in a dynamic, hybrid environment with hubs in New York City and San Francisco, offering a competitive salary, benefits, and equity potential.

Qualifications

• 2–4 years of partnership tax experience with institutional funds.
• Experience preparing Forms 1065 and Schedules K-1.
• Working knowledge of book-to-tax adjustments and partnership allocations.
• Familiarity with multi-state and foreign partner reporting (Forms 1042 and 8805).
• Clear, professional communication with institutional clients.
• Instinct to question processes and use AI/automation to improve them.
• CPA, EA, or progress toward certification preferred.

Responsibilities

• Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds.
• Run book-to-tax adjustments from fund trial balances and financial statements.
• Import and validate per-partner allocation schedules and capital account rollforwards.
• Reconcile prior-year returns and data for funds migrating from other administrators.
• Prepare multi-state, composite, and foreign partner withholding filings.
• Answer institutional GP and LP questions on timing, estimates, and K-1 detail.
• Test new platform functionality with Engineering and report issues clearly.
• Look at existing processes and ask whether AI and automation could do them better.

Skills

Partnership tax

Institutional funds

K-1 preparation

1065 forms

Book-to-tax

Allocations

Multi-state reporting

Foreign partner reporting

CPA/EA candidate

Communication

AI automation

Education

CPA/EA in progress

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.

You Will:

• Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds
• Run book-to-tax adjustments from fund trial balances and financial statements
• Import and validate per-partner allocation schedules and capital account rollforwards
• Reconcile prior-year returns and data for funds migrating from other administrators
• Prepare multi-state, composite, and foreign partner withholding filings
• Answer institutional GP and LP questions on timing, estimates, and K-1 detail
• Test new platform functionality with Engineering and report issues clearly
• Look at existing processes and ask whether AI and automation could do them better

You Have:

• 2–4 years of partnership tax experience, ideally with institutional venture capital or private equity funds
• Experience preparing Forms 1065 and Schedules K-1 from trial balances
• Working knowledge of book-to-tax adjustments and partnership allocations
• Familiarity with multi-state and foreign partner reporting (Forms 1042 and 8805)
• Clear, professional communication with institutional clients
• An instinct to question existing processes and use AI and automation to build better ones
• CPA, EA, or progress toward obtaining one is preferred

Working Here

We value complementary strengths and operators who learn by doing.

We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday).

Compensation:

The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role starts at $130,000+ annually but will vary based on a number of factors including a candidate’s professional background, experience, level, and location. Additional details about our Total Rewards package will be provided during the recruitment process.

Benefits:

We support your life both in and outside of work. Explore our benefits Learn about Funders & Founders

What Guides Us:

At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. Our beliefs Our values & leadership expectations

Belltower Funds, a division of AngelList, is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.