Tax Senior Associate, Institutional Funds - Process Innovation

Warmada; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Belltower is seeking a Tax Senior Associate (Institutional) in New York to join our growing tax team. You will prepare and review tax compliance for our institutional fund clients, working from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs.

This role is not a traditional tax role; success relies on curiosity and using technology to define a repeatable process.

Qualifications

• Experience preparing tax returns for institutional funds.
• Prepare and review tax compliance for institutional fund clients.
• Work with trial balances, partner rosters, and allocation schedules to deliver returns and K-1s.

Responsibilities

• Prepare and review tax compliance for institutional fund clients.
• Deliver returns and K-1s to institutional GPs and LPs.
• Collaborate with tax team, Engineering, and fund accounting to shape institutional tax processes.

Skills

Partnership tax experience

Institutional funds tax

Tax compliance

Job description

Belltower is seeking a Tax Senior Associate (Institutional) in New York to join our growing tax team. You will prepare and review tax compliance for our institutional fund clients, working from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs.

This role is not a traditional tax role; success relies on curiosity and using technology to define a repeatable process.