Tax Senior Associate (Institutional)

AngelList•San Francisco, NY

7d•Hybrid

About The Position

Belltower Funds, a division of AngelList, is seeking a Tax Senior Associate (Institutional) to prepare and review tax compliance for institutional fund clients. The role focuses on partnership tax preparation for institutional venture capital and private equity funds, using trial balances, partner rosters, and allocation schedules to deliver accurate tax returns and Schedules K-1 to institutional GPs and LPs. The Senior Associate will collaborate with tax team members, Engineering, and fund accounting to develop and improve institutional tax workflows. Because the workflow is new and still being defined, the role suits someone who is curious, adaptable, and willing to use technology, AI, and automation to make processes repeatable. 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, on Tuesdays and either Wednesday or Thursday. Compensation starts at $130,000 annually, plus benefits and equity; the amount varies based on factors including professional background, experience, level, and location. Additional Total Rewards details are provided during recruitment.

Requirements

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.
Working knowledge of book-to-tax adjustments and partnership allocations.
Familiarity with multi-state and foreign partner reporting, including Forms 1042 and 8804/8805.
Clear, professional communication with institutional clients.
An instinct to question existing processes and use AI and automation to build better ones.

Nice To Haves

CPA, EA, or progress toward obtaining one.
Partnership tax experience with institutional venture capital or private equity funds.

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 how AI and automation could improve them.