Tax Lead - Full Service (Self-Advised)

About Belltower Fund Group:

We are seeking a Tax Lead – Full Service (Self-Advised) to join our growing tax team. This role is ideal for someone with partnership tax review experience who enjoys owning client relationships and driving work to a deadline.

The Tax Lead (Self-Advised) will own tax delivery for Belltower's self-advised venture funds, where the fund's GP manages and signs for the fund and Belltower provides the tax service layer. You will own the relationship between Tax and these GPs: what we need from them, when we need it, and how their returns and K-1s get reviewed and released. You'll proactively manage missing information, client dependencies, and escalations to keep deliverables on track. Working closely with our Customer Relations Team, Legal, Engineering, and Fund Accounting, you'll make this process repeatable as the population grows.

This is a senior individual contributor role. You will review complex partnership returns, coach Associates and Senior Associates, and use technology to replace manual follow-up with scalable workflows.

• Own end-to-end tax delivery for a growing book of 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 clear deadlines and escalation

• Build and maintain the self-advised playbook, and hand recurring operational work to Tax Operations

• Coach Associates and Senior Associates through review notes, training, and workflow management

• Find where AI and automation can replace manual follow-up, and work with Engineering to ship it

• 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

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