Tax Senior Associate (Institutional)

Wellfound; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Wellfound is seeking a Tax Senior Associate (Institutional) to join our growing tax team in New York. This role focuses on partnership tax preparation for institutional funds, preparing and reviewing tax compliance for institutional fund clients, and delivering accurate returns and K-1s to GPs and LPs.

You will work with trial balances, rosters, and allocation schedules while collaborating with tax, engineering, and fund accounting teams to modernize the process.

Responsibilities

• Prepare and review tax compliance for institutional fund clients.
• Work from trial balances, partner rosters, and allocation schedules to deliver returns and K-1s to institutional GPs and LPs.
• Collaborate with tax team members, Engineering, and fund accounting to shape how institutional tax is done.

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.