Belltower Fund Group - Tax Operations Senior Associate
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 • Experience executing detailed, process-driven work with a high degree of accuracy • Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues • Ability to manage multiple priorities in a fast-paced, deadline-driven environment • 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 • CPA, EA, or progress toward obtaining one is preferred • 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 or Canada. • Belltower Funds is a remote-first company. • Benefits: We support our employees in their lives both inside and outside of work.
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
Benefits
• See additional details on our benefits here
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