Tax Operations Senior Associate

About this role

About Belltower Fund Group:

Belltower is empowering world-changing fund investments.

Belltower was formed in 2019 as AngelList’s native fund administrator and completed its journey to become an independent company at the end of 2023. Belltower provides fund administration services to the venture space. Our coverage spans syndicates, venture funds, and first-of-their-kind rolling funds. Our full-service fund management offering streamlines the complexity of running a fund by integrating financial reporting, tax, compliance, portfolio management, and other services that managers typically have to cobble together from multiple vendors. Our services, combined with AngelList’s software, enable us to launch and scale a fund efficiently, allowing fund managers to focus on what they do best: investing.

Since 2019, Belltower has supported 27k+ funds representing over $25B in assets under administration, leveraging AngelList’s fund admin software to power the service layer for funds launched on the AngelList platform.

About the Role

We are seeking a Tax Operations Senior Associate to join our growing tax team. This role is ideal for someone with experience in tax documentation, withholding, and information reporting who enjoys solving complex operational problems in a fast-paced environment.

The Tax Operations Senior Associate will play a key role in executing and improving core tax operations processes across thousands of funds and investors on the Belltower platform. Working closely with tax, operations, and engineering teams, you'll help ensure that tax documentation, withholding, reporting, and compliance workflows are executed accurately and efficiently.

This is not a traditional tax role—you'll combine technical tax knowledge with operational execution while helping improve scalable tax processes that support a modern investment platform. Success in this role comes from being curious, embracing continuous improvement, and using technology to build more scalable and efficient tax operations.

You will:

• Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805)

• Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance

• Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams

• Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines

• Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes

• Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows

You have:

• 2–5 years of experience in tax operations, information reporting, public accounting, fund administration, financial services, or a related tax role

• Experience with U.S. tax documentation, withholding, and information reporting, including familiarity with Forms W-8, W-9, W-8IMY, 1099, 1042-S, or 8805

• Experience executing detailed, process-driven work with a high degree of accuracy

• Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment

• Strong written and verbal communication skills and the ability to collaborate across teams

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

• CPA, EA, or progress toward obtaining one is preferred

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.

Benefits: We support our employees in their lives both inside and outside of work.

• See additional details on our benefits here

Belltower Funds is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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