Belltower Fund Group - Tax Senior Associate
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) • 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
• 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
Benefits
• See additional details on our benefits here
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