Tax Senior Associate – Institutional Funds & Innovation

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

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.