Tax Lead - Full Service (Platform-Advised Funds)

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Location: New York City, NY
Company size: 200–1,000
Posted: Today
Via: Lever

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Job listing · Updated 31 OCT 2026

Tax Lead - Full Service (Platform-Advised Funds)

AngelList· New York City, NYView company profile

Job title: Tax Lead - Full Service (Platform-Advised Funds)
Job location: New York City, NY
Job listing URL: https://jobs.lever.co/angellist/7260c876-9b92-496d-9f21-13203148c68c
Job description: About the Role

We are seeking a Tax Lead – Full Service (Platform-Advised Funds) to join our growing tax team for all of our platform-advised funds. This role is ideal for someone with deep partnership tax review experience who enjoys complex allocations and wants to shape how they are built into our platform.

The Tax Lead (Full Service) will lead technical review for Belltower’s platform-advised fund clients, the venture and private equity funds that rely on us for end-to-end fund management. You will own review quality for complex partnership structures and make sure our allocations, waterfalls, and foreign reporting are right the first time.

This is a senior individual contributor role. You will lead through review authority and coaching, helping Associates and Senior Associates grow into complex review work.

You Will:

Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures

Apply §704(b), §704(c), and partnership agreement waterfall provisions, and confirm allocations before estimates and K-1s go out

Review §754/§743(b) adjustments, PFIC reporting (Form 8621), withholding (Forms 1042 and 8804/8805), and foreign reporting (Forms 8865 and 8858)

Validate new system builds with Engineering by defining expected results and testing them

Coach Associates and Senior Associates through review notes and training

Find where AI and automation can reduce manual review, and work with Engineering to ship it

You Have:

5+ years of partnership tax experience in public accounting, fund administration, or industry, ideally with venture capital or private equity funds

Review experience on complex Forms 1065 and Schedules K-1

Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls

Working knowledge of foreign partner withholding, PFIC, and multi-state filings

Clear written communication, including tax positions for non-tax readers

An instinct to question existing processes and use AI and automation to build better ones

CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one