Tax Senior Associate, Institutional Funds — AI-Driven Growth

AngelList; San Francisco (CA); Hybrid; USD 117,000 - 143,000; Full time

Benefits offered by this job

Equity package

Job summary

AngelList, through Belltower Funds, seeks a Tax Senior Associate (Institutional) to prepare and review tax returns for institutional venture capital and private equity funds. You will work from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs.

This role emphasizes new workflows and the use of technology to make tax processes repeatable, with collaboration across Tax, Engineering, and Fund Accounting.

Qualifications

• 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.
• 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/automation to build better ones.

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 experience

Institutional venture capital or PE

Communication with institutional GP/LP

Education

CPA or EA or progress toward obtaining one

Job description

AngelList, through Belltower Funds, seeks a Tax Senior Associate (Institutional) to prepare and review tax returns for institutional venture capital and private equity funds. You will work from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs.

This role emphasizes new workflows and the use of technology to make tax processes repeatable, with collaboration across Tax, Engineering, and Fund Accounting.