Tax Lead – Full Service, Platform-Advised Funds

AngelList

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

Posted 10/31/2026full-timeUnited StatesSenior💰 $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Expertise in partnership tax compliance, including complex returns and allocations, with a strong focus on automation and process improvement. Proven ability to communicate complex tax concepts clearly and lead teams in a collaborative environment.

Highest-signal resume keywords

Partnership Tax ExperienceComplex Forms 1065 Review§704(b)/§704(c) AllocationsForeign Partner Withholding KnowledgeCPA, EA, Or Attorney Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Partnership Returns ReviewSchedules K-1 Analysis§754/§743(b) AdjustmentsPFIC ReportingAI And Automation Implementation

Soft Skills

Clear Written CommunicationCoaching And Training

Certifications & Qualifications

CPAEA

Industry Keywords

Venture CapitalPrivate EquityFund AdministrationPublic Accounting

About the role

Key responsibilities & impact

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
Identify opportunities for AI and automation to reduce manual review and work with Engineering to ship improvements
Lead technical review for platform-advised fund clients and own review quality for complex partnership structures

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive base salary
Benefits package
Equity package
Total Rewards package