Tax Senior Associate – Institutional

AngelList

. Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds .

Posted 10/31/2026full-timeUnited StatesSenior💰 $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in partnership tax preparation, including Forms 1065 and Schedules K-1, with a focus on institutional venture capital and private equity funds. Proficient in multi-state and foreign partner reporting, leveraging AI and automation to enhance processes.

Highest-signal resume keywords

Partnership Tax ExperienceForms 1065 PreparationMulti-State ReportingCPA Or EA CertificationBook-To-Tax Adjustments

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Partnership Returns PreparationSchedules K-1 ReviewBook-To-Tax AdjustmentsCapital Account RollforwardsMulti-State FilingsForeign Partner WithholdingForms 1042 PreparationForms 8804 PreparationTrial Balance AnalysisData Reconciliation

Soft Skills

Clear CommunicationProfessionalismCollaborationCritical ThinkingProcess Improvement

Tools & Technologies

Tax SoftwareFinancial StatementsAI ToolsAutomation Platforms

Certifications & Qualifications

CPAEA

Industry Keywords

Venture CapitalPrivate EquityInstitutional ClientsTax CompliancePartnership Allocations

About the role

Key responsibilities & impact

Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds
Run book-to-tax adjustments from fund trial balances and financial statements
Import and validate per-partner allocation schedules and capital account rollforwards
Reconcile prior-year returns and data for funds migrating from other administrators
Prepare multi-state, composite, and foreign partner withholding filings
Answer institutional GP and LP questions on timing, estimates, and K-1 detail
Test new platform functionality with Engineering and report issues clearly
Evaluate existing processes for AI and automation opportunities
Collaborate with tax team members, Engineering, and fund accounting

Requirements

What you’ll need

2–4 years of partnership tax experience, ideally with institutional venture capital or private equity funds
Experience preparing Forms 1065 and Schedules K-1 from trial balances
Working knowledge of book-to-tax adjustments and partnership allocations
Familiarity with multi-state and foreign partner reporting, including Forms 1042 and 8804/8805
Clear, professional communication with institutional clients
Willingness to question existing processes and use AI and automation
CPA, EA, or progress toward obtaining one is preferred

Benefits

Comp & perks

Competitive base salary
Benefits package
Equity package
Additional Total Rewards details provided during the recruitment process
Office-based collaboration at least two days per week