Tax Lead – Full Service, Self-Advised

AngelList

. Own end-to-end tax delivery for self-advised funds, from information collection through GP review and K-1 release .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in partnership tax delivery, including reviewing Forms 1065 and Schedules K-1, managing client relationships, and implementing AI and automation solutions. Strong communication skills are essential for effective collaboration with various stakeholders and driving operational efficiencies.

Highest-signal resume keywords

Partnership Tax ExperienceReviewing Forms 1065Managing Client RelationshipsMulti-State Filings 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 InterpretationForeign ReportingState FilingsAI ImplementationAutomation SolutionsWorkflow ManagementTax Operations TransitionClient Deadline ManagementInformation Collection

Soft Skills

Clear Written CommunicationCoaching And Training

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingFund AdministrationVenture CapitalPrivate EquityTax Delivery

About the role

Key responsibilities & impact

Own end-to-end tax delivery for self-advised funds, from information collection through GP review and K-1 release
Review partnership returns and Schedules K-1, including allocations, state filings, and foreign reporting
Run GP outreach for return signers, partnership representatives, FBAR, and other filing inputs, with deadlines and escalation
Build and maintain the self-advised playbook and transition recurring operational work to Tax Operations
Coach Associates and Senior Associates through review notes, training, and workflow management
Identify opportunities for AI and automation to replace manual follow-up and collaborate with Engineering to implement them
Own relationships between Tax and general partners, managing information requirements, dependencies, and escalations
Collaborate with Customer Relations, Legal, Engineering, and Fund Accounting to create repeatable processes

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
Experience reviewing Forms 1065 and Schedules K-1 and interpreting partnership agreements
Experience managing client or GP relationships and driving outside parties to deadlines
Working knowledge of multi-state filings and foreign partner reporting, including Forms 1042 and 8804/8805
Clear written communication, especially when making firm requests
Interest in questioning existing processes and using AI and automation
CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one

Benefits

Comp & perks

Competitive base salary
Benefits package
Equity package
Additional Total Rewards package details provided during recruitment
Equal opportunity and diversity-focused workplace