Senior Tax Associate

Sydecar•New York, NY

25d•$120,000 - $135,000

About The Position

Sydecar is seeking a Senior Tax Associate to join their mission-critical Tax Team. This role involves ensuring tax compliance, communicating tax information, and contributing to the development of the tax function within the product. The Tax Team collaborates across all departments, including product, engineering, operations, sales, and marketing. The Senior Tax Associate will work with Finance and CX leadership, the Sr. Manager of Tax, and developers to build repeatable processes and systems for customer inquiries and automated tax return preparation. The ideal candidate will thrive in a fast-paced startup environment and be dedicated to creating leverage and efficiency through automation.

Requirements

4+ years of experience in a public accounting firm
Experience with Thomson Reuters tax software
Experience with PE/VC clients
Experience preparing 1065s and Schedules K-1 / K-2 / K-3 and special allocations
An understanding of how to draft K-1 Footnotes to comply with best practices, as well as interpret Footnotes on K-1s received
Ability to draft timely and relevant tax memos and articles and contribute to our knowledge base.
Concise and effective communication regarding complex tax topics in a manner that can be understood by customers and staff
Bachelorʼs degree or higher in accounting or a related field

Nice To Haves

Experience working in a fintech startup or a high-growth tech company
CPA or Enrolled Agent preferred
Experience with Forms 5471, 8865, and 1042

Responsibilities

Utilize technology automation to connect product data to tax software to prepare partnership tax returns and Schedules K-1, K-2, and K-3 for over 2,500 SPVs and Funds on or before March 31 of the year.
Independently research complex tax questions and interpret tax laws and regulations.
Assess and manage tax vendor software system.
Respond to customer requests for information or clarification regarding their annual tax documents as well as any investments contemplated to be run on our platform.
Respond to in-house inquiries regarding tax implications of investing in certain assets.
Advise cross functional teams leaders on tax planning opportunities and compliance issues.
Liaise with the Product team on features that connect investment events to tax software.
Ensure that all events that occur in our ledger are properly mapped to tax events.
Stay up-to-date with changes in tax laws and regulations.
Respond to tax notices and audits.