Tax Operations Senior Associate

About the role

We are seeking a Tax Operations Senior Associate to join our growing tax team. This role is ideal for someone with experience in tax documentation, withholding, and information reporting who enjoys solving complex operational problems in a fast-paced environment.

Responsibilities

• Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805)
• Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance
• Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams
• Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines
• Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes
• Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows

Requirements

• 2–5 years of experience in tax operations, information reporting, public accounting, fund administration, financial services, or a related tax role
• Experience with U.S. tax documentation, withholding, and information reporting, including familiarity with Forms W-8, W-9, W-8IMY, 1099, 1042-S, or 8805
• Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues
• Strong written and verbal communication skills and the ability to collaborate across teams
• An instinct to question existing processes and use AI and automation to build better ones

Qualifications

• CPA, EA, or progress toward obtaining one is preferred

Skills

• Technical tax knowledge
• Operational execution skills
• Continuous improvement mindset
• Technology integration skills

Benefits

Belltower Funds offers a comprehensive benefits package. See additional details on our benefits here.

Pay

Details on pay will be provided during the interview process.

Schedule

This position is fully remote for anyone in the United States or Canada.