Tax Senior Associate

About Belltower Fund Group:

Belltower was formed in 2019 as AngelList’s native fund administrator and completed its journey to become an independent company at the end of 2023. Belltower provides fund administration services to the venture space. Our coverage ranges from syndicates to venture funds to first-of-their-kind rolling funds. Our full-service fund management offering abstracts away the complexity of running a fund by integrating the financial reporting, tax, compliance, portfolio management, and other services that managers typically have to cobble together from multiple vendors. Our services, combined with Angellist’s software, enable us to efficiently launch and scale a fund, allowing fund managers to focus on what they do best: investing.

Since 2019, Belltower has supported 20k+ funds representing over $16B in assets under administration, leveraging AngelList’s fund admin software to power the service layer for funds launched on the AngelList platform. 

About the Role:

The Tax Senior Associate is a key member of the team responsible for executing federal and state income tax compliance for 15,000+ funds launched on the AngelList platform. This involves checking work that has been automated, preparing/reviewing work that is still currently prepared manually, identifying and resolving exceptions, and addressing investor questions. Additionally, helping Belltower scale through product and process design from a tax perspective. This requires an understanding of where our data currently is and how it is populated, understanding the relevant tax laws, and then defining how the tax rules should be applied to our data to arrive at outputs for tax reporting.

The Tax Senior Associate will report to the Tax Manager or Senior Manager. The Tax Senior Associate will work with other tax team members, members of the engineering team, and other cross-functional operations teams. They will analyze transactions where there could be tax reporting implications, respond to investor inquiries, drive automated preparation of US income tax compliance forms, participate in product testing for new products supporting tax and other functional teams, and identify opportunities to improve the efficiency and service offerings of the tax department.

The ideal candidate will have 2-4 years of tax experience working in the broader asset management sector, with focused experience in the venture capital or private equity space. This candidate has experience with preparing and reviewing federal partnership returns and reviewing partnership agreements. This candidate will have the ability to effectively communicate with investors and portfolio companies at high volume and with polished professionalism. They also have experience identifying compliance obligations related to foreign investments, state income tax returns and foreign investor reporting obligations. The best candidate will also have experience with process improvement and automation. This candidate will have a CPA or EA, or is CPA/EA eligible.

You will:

• Perform taxable income analysis
• Drive tax communications, both internally and externally
• Execute annual tax compliance for partnership and corporation returns
• Identify, Design, and implement process and product improvements
• Serve as tax advisor for funds

If you don’t tick every box above, we’d still encourage you to apply. We’re building a diverse team whose skills balance and complement one another.

Belltower Funds is a remote-first company. This position is fully remote for anyone in the United States.

Benefits: We support our employees in their lives both inside and outside of work.

* See additional details on our benefits here

Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.