Senior Tax Associate
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Job Description
Tax Senior Associate focusing on U.S. tax compliance and operational workflows for investment funds at Belltower Fund Group. Collaborating with cross-functional teams and managing complex tax analyses.
Responsibilities:
- Identify whether a fund has a filing requirement and support the preparation and filing of U.S. federal and state tax returns, including extensions
- Perform taxable income analyses and support annual partnership and corporate tax compliance
- Prepare amended returns (AARs) and support reissuance processes
- Analyze transactions with tax reporting implications, including installment sales, QSBS, tax-free exchanges, SAFEs, and convertible notes
- Perform tax-related operational work tied to fund accounting, including recording and reconciling transactions from a tax perspective
- Take ownership of assigned workflows, ensuring accuracy, timeliness, and clear communication of status and risks
- Work cross-functionally with fund accounting, finance, legal, engineering, and operations teams to gather information and resolve issues needed for tax compliance and reporting
- Conduct evaluation and testing of proprietary systems to support accuracy and scalability
- Identify and implement process improvements to optimize workflows
- Contribute to documentation as the tax function scales
Requirements:
- 2–4 years of experience in accounting, tax, fund administration, or a related role
- Bachelor’s degree in Accounting, Finance, or a related field
- Working knowledge of federal and state tax concepts
- Interest in partnership taxation and investment fund structures
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities and deadlines with guidance and support
- Ability to identify issues and escalate appropriately, with proposed solutions
- Clear written and verbal communication skills
- Comfortable learning and working within new systems and tools
- CPA eligibility or progress toward certification (a plus, not required)
Benefits:
- See additional details on our benefits here
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