Tax Operations Senior Associate

Belltower Fund Group

United States · Posted Jul 14


Job description

Responsibilities: The Tax Operations Senior Associate will execute and improve core tax operations processes across thousands of funds and investors. This includes managing tax documentation, withholding, reporting, and compliance workflows.

Requirements: Candidates should have 2-5 years of experience in tax operations or a related field, with a strong understanding of U.S. tax documentation and reporting. Strong analytical skills and the ability to manage multiple priorities in a fast-paced environment are essential.

Key skills: Tax Documentation, Withholding, Information Reporting, Analytical Skills, Problem-Solving, Collaboration, Communication, Process Improvement, Automation, Financial Services, Public Accounting, Fund Administration, U.S. Tax Regulations, Attention to Detail, Operational Execution, Curiosity

Keywords: Tax Operations, Tax Documentation, Withholding, Information Reporting, Forms W-8, Forms W-9, Forms 1099, Forms 1042-S, Forms 8805, Fund Administration, Financial Reporting, Compliance, Portfolio Management, Operational Processes, Automation, AngelList

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