5-7 years of experience in partnership or LLC accounting, including capital accounts and K-1s
Hands-on experience with UltraTax CS or similar tax software
Controller-level experience in monthly close, budgeting, AP/AR, and financial reporting
Strong data skills, proficient in SQL and advanced Excel
Responsibilities
Own accounting and administration for over 1,000 individual LLCs
Prepare and file year-end tax returns and K-1s for each LLC
Partner with engineering to automate accounting workflows using AI
Oversee corporate accounting and payments as the company scales
Support monthly close, budgeting, forecasting, and payroll processes
Build controls, policies, and audit readiness for a growing financial company
Benefits
Opportunity to shape and build financial processes from the ground up
Collaborative environment working directly with engineering and capital markets teams
High agency culture that encourages innovation and personal vision
Engagement in meaningful debates that enhance work quality
Support for personal and professional growth aligned with grand ambitions
Full Job Description
This role
We are hiring our first Controller to own accounting, tax, and finance operations at Basic Capital. This individual will manage proprietary investments on our platform that are held through individual LLCs, specifically the annual accounting and tax requirements.
You will own accounting and tax for this portfolio: books, reconciliations, annual partnership filings, and the monthly reporting we send to lenders and capital partners. You will also support the company's own finances, from monthly close and budgeting to AP, AR, and payments.
This is a builder role. You will set up the processes, controls, and automation that let this work scale from thousands of entities to tens of thousands, working directly with our engineering and capital markets teams.
You will
Own accounting and administration for over 1,000 individual LLCs, including the monthly loan tape and servicing tape
Prepare and file year-end tax returns and K-1s for every LLC
Partner with engineering to automate accounting workflows using AI, and do deep data work to keep every entity reconciled
Oversee corporate accounting and payments as the company grows
Support corporate accounting and operations for Basic Capital: monthly close, budgeting and forecasting, accounts payable, accounts receivable, payroll and payments
Build the controls, policies, and audit readiness a growing financial company needs
Required Competencies
Experience with partnership or LLC accounting, including capital accounts, allocations, and K-1s
Hands-on experience preparing partnership returns in UltraTax CS or similar professional tax software, such as CCH Axcess Tax, CCH ProSystem fx, Lacerte, or GoSystem Tax RS
Controller-level experience, including monthly close, budgeting, AP/AR, and financial reporting
Strong data skills, with comfort in SQL, advanced Excel, or both
Preferred Competencies
Active CPA license
Tax experience, ideally with partnerships, funds, or multi-entity structures
