About the teamThe 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 doingYou 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
- CPA or Enrolled Agent preferred
- Experience with Forms 5471, 8865, and 1042
