Tax Senior Associate (Institutional)

AngelList•San Francisco, CA
•$130,000•Hybrid

About The Position

Belltower Funds, a division of AngelList, is seeking a Tax Senior Associate to join its tax team. The role focuses on preparing and reviewing tax compliance for institutional venture capital and private equity fund clients, including accurate partnership returns and Schedules K-1 for institutional general and limited partners. The associate will work from trial balances, partner rosters, allocation schedules, and financial statements, and collaborate with tax colleagues, Engineering, and fund accounting. The workflow is still being defined, so the role calls for curiosity, adaptability, and an interest in making processes repeatable through technology, AI, and automation. The company operates out of hubs in New York City and San Francisco. For most roles on those teams, employees work from the office at least two days per week: Tuesdays and either Wednesday or Thursday. Compensation includes a competitive base salary, benefits, and equity package. Base salary starts at $130,000+ annually and varies based on factors including professional background, experience, level, and location. Additional details about the Total Rewards package are provided during recruitment.

Requirements

  • 2–4 years of partnership tax experience.
  • Experience preparing Forms 1065 and Schedules K-1 from trial balances.
  • Working knowledge of book-to-tax adjustments and partnership allocations.
  • Clear, professional communication with institutional clients.
  • Curiosity about existing processes and an interest in using AI and automation to improve them.

Nice To Haves

  • Experience with institutional venture capital or private equity funds.
  • Familiarity with multi-state and foreign partner reporting, including Forms 1042 and 8804/8805.
  • CPA, EA, or progress toward obtaining one.

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 about timing, estimates, and K-1 detail.
  • Test new platform functionality with Engineering and clearly report issues.
  • Review existing processes and consider whether AI and automation could improve them.

Benefits

  • Competitive base salary, benefits, and equity package.
  • Benefits supporting employees both in and outside of work.
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