Tax Senior Associate – Institutional Funds, AI-Driven

Better Tomorrow Ventures; San Francisco (CA); Híbrido; USD 117.000 - 143.000; Jornada completa

Descripción de la vacante

Belltower Funds, a division of AngelList, is seeking a Tax Senior Associate (Institutional) to prepare and review tax returns for institutional venture capital and private equity funds. You’ll work from trial balances, allocations, and partner data to deliver accurate K-1s to GPs and LPs, with a focus on scalable, automated processes.

The role requires 2-4 years of partnership tax experience, familiarity with multi-state and foreign reporting, and strong client communication.

Formación

• 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 8804/8805).
• 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.

Responsabilidades

• 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.

Conocimientos

Partnership tax experience

Attention to detail

Communication with institutional GPs/L

Educación

CPA, EA, or progress toward certification

Herramientas

Tax software

Descripción del empleo

Belltower Funds, a division of AngelList, is seeking a Tax Senior Associate (Institutional) to prepare and review tax returns for institutional venture capital and private equity funds. You’ll work from trial balances, allocations, and partner data to deliver accurate K-1s to GPs and LPs, with a focus on scalable, automated processes.

The role requires 2-4 years of partnership tax experience, familiarity with multi-state and foreign reporting, and strong client communication.