🕒 2 days ago
Prepare and review partnership tax returns, K-1s, and related filings for institutional venture capital and private equity funds, while improving tax workflows through technology, AI, and automation.
Tax Lead - Full Service (Platform-Advised Funds)
🕒 2 days ago
Partnership TaxForms 1065Schedules K-1§704(b) Allocations
📜 Description
- Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures.
- Apply partnership allocation rules and waterfall provisions, confirming allocations before estimates and K-1s are issued.
- Review §754/§743(b) adjustments, PFIC reporting, withholding, and foreign reporting.
- Define expected results and test new system builds with Engineering.
- Coach Associates and Senior Associates through review notes and training.
- Identify opportunities for AI and automation to reduce manual review and partner with Engineering to deliver improvements.
🛠️ Requirements
- 5+ years of partnership tax experience in public accounting, fund administration, or industry, ideally with venture capital or private equity funds
- Review experience on complex Forms 1065 and Schedules K-1
- Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls
- Working knowledge of foreign partner withholding, PFIC, and multi-state filings
- Clear written communication, including tax positions for non-tax readers
- An instinct to question existing processes and use AI and automation to build better ones
- CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one
✨ Benefits
- Competitive base salary starting at $155,000+ annually
- Benefits package
- Equity package
Full job description
About the Role
We are seeking a Tax Lead – Full Service (Platform-Advised Funds) to join our growing tax team for all of our platform-advised funds. This role is ideal for someone with deep partnership tax review experience who enjoys complex allocations and wants to shape how they are built into our platform.
The Tax Lead (Full Service) will lead technical review for Belltower’s platform-advised fund clients, the venture and private equity funds that rely on us for end-to-end fund management. You will own review quality for complex partnership structures and make sure our allocations, waterfalls, and foreign reporting are right the first time.
This is a senior individual contributor role. You will lead through review authority and coaching, helping Associates and Senior Associates grow into complex review work.
You Will:
Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures
Apply §704(b), §704(c), and partnership agreement waterfall provisions, and confirm allocations before estimates and K-1s go out
Review §754/§743(b) adjustments, PFIC reporting (Form 8621), withholding (Forms 1042 and 8804/8805), and foreign reporting (Forms 8865 and 8858)
Validate new system builds with Engineering by defining expected results and testing them
Coach Associates and Senior Associates through review notes and training
Find where AI and automation can reduce manual review, and work with Engineering to ship it
You Have:
5+ years of partnership tax experience in public accounting, fund administration, or industry, ideally with venture capital or private equity funds
Review experience on complex Forms 1065 and Schedules K-1
Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls
Working knowledge of foreign partner withholding, PFIC, and multi-state filings
Clear written communication, including tax positions for non-tax readers
An instinct to question existing processes and use AI and automation to build better ones
CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one
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