Tax Senior Associate

About the role

We are seeking a Tax Senior Associate to join our growing tax team. This role is ideal for someone with a foundation in public accounting or fund administration who is ready to take on ownership of U.S. tax compliance and operational workflows within a high-scale investment fund environment.

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 and review 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
• Able to manage multiple priorities and deadlines with guidance and support
• Able 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)

Qualifications

• Highly organized and detail-oriented
• Proactive and able to operate with increasing independence in a fast-paced environment
• Experience with fund administration and tax compliance
• Knowledge of investment fund structures and partnerships

Skills

• Strong analytical and problem-solving skills
• Excellent communication and collaboration abilities
• Proficiency in Microsoft Office Suite
• Experience with tax software and systems

Benefits

We support our employees in their lives both inside and outside of work. See additional details on our benefits here

Pay

Competitive salary based on experience and qualifications

Schedule

Full-time, remote position

Company Information

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

Equal Opportunity Employer

We are committed to fostering a diverse and inclusive workplace. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.