2-3 years in customer support or operations role, ideally in FinTech or alternative investments.
Intermediate knowledge of venture investing or fund accounting.
Strong written and verbal communication skills.
Attention to detail with multitasking abilities.
Passionate about customer service and positive experiences.
Skilled in problem evaluation and scalable solution proposal.
Highly organized with a focus on process improvement.
Responsibilities
Respond to customer support inquiries for a delightful experience.
Identify product and process improvements for future enhancements.
Collaborate with senior team members and legal/tax/product teams to educate customers.
Develop expert knowledge of the product, customer needs, and industry trends.
Support customer-facing projects and aid in product discovery.
Benefits
Competitive salary
Generous medical, dental, and vision coverage
Stock options
Bonus plan
401k with 6% company match
Paid time off (PTO)
Parental leave for all employees
Life insurance
Full Job Description
About the team
The Tax Team is a mission-critical group ensuring that we exceed expectations with regard to tax compliance, reliably communicate relevant tax information to internal team members and external customers, and serve as a key resource for the development of the tax function within our product. As a result, the Tax Team works with everyone at the company-from product and engineering to operations, sales, and marketing.
What you'll be doing
You will work alongside Finance and CX leadership, the Sr. Manager of Tax, and developers to build repeatable processes and systems to address customer inquiries and automate tax return preparation. The ideal candidate will be excited about working in a fast-paced startup setting and dedicated to creating leverage and efficiency through automation.
Tax Preparation
Utilize technology automation to connect product data to tax software to prepare partnership tax returns and Schedules K-1, K-2, and K-3 for over 2,500 SPVs and Funds on or before March 31 of the year.
Independently research complex tax questions and interpret tax laws and regulations.
Assess and manage tax vendor software system
Tax Support
Respond to customer requests for information or clarification regarding their annual tax documents as well as any investments contemplated to be run on our platform.
Respond to in-house inquiries regarding tax implications of investing in certain assets.
Along with the Sr Manager of Tax, Advise cross functional teams leaders on tax planning opportunities and compliance issues.
Tax Automation
Liaise with the Product team on features that connect investment events to tax software
Ensure that all events that occur in our ledger are properly mapped to tax events.
Risk Management
Stay up-to-date with changes in tax laws and regulations.
Respond to tax notices and audits
What we're looking for
4+ years of experience in a public accounting firm
Experience with Thomson Reuters tax software
Experience with PE/VC clients
Experience preparing 1065s and Schedules K-1 / K-2 / K-3 and special allocations
An understanding of how to draft K-1 Footnotes to comply with best practices, as well as interpret Footnotes on K-1s received
Ability to draft timely and relevant tax memos and articles and contribute to our knowledge base.
Concise and effective communication regarding complex tax topics in a manner that can be understood by customers and staff
Bachelorʼs degree or higher in accounting or a related field
Bonus if you have
Experience working in a fintech startup or a high-growth tech company
