About Basic Capital
Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system.
Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We're backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we're assembling a lean, high-performance team committed to reducing wealth inequality. This role is optionally fully remote within the United States.
For more information, visit Basic Capital's website.
This role
We are hiring our first Controller to own accounting, tax, and finance operations at Basic Capital. This individual will manage proprietary investments on our platform that are held through individual LLCs, specifically the annual accounting and tax requirements.
You will own accounting and tax for this portfolio: books, reconciliations, annual partnership filings, and the monthly reporting we send to lenders and capital partners. You will also support the company’s own finances, from monthly close and budgeting to AP, AR, and payments.
This is a builder role. You will set up the processes, controls, and automation that let this work scale from thousands of entities to tens of thousands, working directly with our engineering and capital markets teams.
You will
Own accounting and administration for over 1,000 individual LLCs, including the monthly loan tape and servicing tape
Prepare and file year-end tax returns and K-1s for every LLC
Partner with engineering to automate accounting workflows using AI, and do deep data work to keep every entity reconciled
Oversee corporate accounting and payments as the company grows
Support corporate accounting and operations for Basic Capital: monthly close, budgeting and forecasting, accounts payable, accounts receivable, payroll and payments
Build the controls, policies, and audit readiness a growing financial company needs
Required Competencies
Experience with partnership or LLC accounting, including capital accounts, allocations, and K-1s
Hands-on experience preparing partnership returns in UltraTax CS or similar professional tax software, such as CCH Axcess Tax, CCH ProSystem fx, Lacerte, or GoSystem Tax RS
Controller-level experience, including monthly close, budgeting, AP/AR, and financial reporting
Strong data skills, with comfort in SQL, advanced Excel, or both
Preferred Competencies
Active CPA license
Tax experience, ideally with partnerships, funds, or multi-entity structures
Structured finance accounting experience (e.g., securitizations, loan tapes, SPVs, or warehouse facilities)
Experience in lending, consumer finance, or fund administration
Experience working with engineers to build or automate financial workflows
Cultural Fit
High agency: You believe the world is malleable and want to shape it to your vision.
High tastes: You have strong opinions on what “good” looks like in your field. Craftsmanship matters.
Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.
Tenacity: Relentless work ethic in the face of adversity and rejection.
Grand ambition: We’re energized by people’s dreams, for the world and for themselves. Energize us.
Experience with partnership or LLC accounting including K-1s; hands-on preparation of partnership returns in UltraTax CS or similar; controller-level experience with monthly close, budgeting, AP/AR; strong data skills in SQL or advanced Excel.
Key Responsibilities
- managing accounting
- preparing tax returns
- automating workflows
Skills & Tools
UltraTax CS, CCH Axcess Tax, CCH ProSystem fx, Lacerte, GoSystem Tax RS, SQL, Microsoft Excel
Job Details
- Category: Finance and Accounting
- Seniority: Senior Level
- Commitment: Full Time
- Workplace: Remote — United States or New York City
- Languages: English
About Basic Capital
A fintech company building a mortgage for retirement and making wealth accessible to every American. — Industry: Finance