Note: The job is a remote job and is open to candidates in USA. Belltower Fund Group is a fund administration company providing services to venture funds and syndicates. The Tax Operations Senior Associate will be responsible for executing and improving tax operations processes, including tax documentation, withholding, reporting, and compliance workflows, while collaborating with various teams to enhance scalable tax processes.
Responsibilities
- 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
Skills
- 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
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