Tax Planning & Analysis Associate

About the Role

We're looking for a Tax Planning & Analysis Associate to own the tax operations behind our investment vehicles. You'll work across K-1 preparation, fund-level tax planning, and investor tax reporting — ensuring accuracy and timeliness as we scale the number of deals and entities on the platform.

This role sits at the intersection of tax, finance, and operations. You'll partner with our fund administration team, external tax advisors, and product to make sure every entity is structured correctly and every investor gets the reporting they need. If you like working on complex, multi-entity tax problems in a fast-moving environment, this is for you.

What You'll Do

• -Manage K-1 preparation and distribution for SPVs, funds, and other investment vehicles on the platform
• -Support fund-level tax planning including entity structuring, allocation methodologies, and distribution waterfalls
• -Coordinate with external tax preparers and auditors to ensure timely and accurate filings
• -Build and maintain tax models for new fund structures and investment types
• -Analyze the tax implications of deal structures (SAFEs, convertible notes, equity rounds) for both fund-level and investor-level reporting
• -Improve internal processes and tooling for tax operations — automate where possible, document everything
• -Respond to investor tax inquiries and support investor relations during tax season
• -Monitor changes in tax law (partnership taxation, carried interest rules, Qualified Small Business Stock) and assess impact

What We're Looking For

• -2–5 years of experience in tax, preferably focused on partnership taxation, fund tax, or investment vehicle tax reporting
• -Strong understanding of K-1 preparation, Schedules K-1/K-2/K-3, and pass-through entity taxation
• -Experience working with SPVs, venture funds, or similar investment structures
• -Proficiency with tax software and comfort working in Excel/Google Sheets for complex modeling
• -Strong attention to detail — tax reporting errors have real downstream consequences
• -Ability to explain tax concepts clearly to non-tax stakeholders (investors, operations, legal)
• -Self-starter who can manage deadlines and prioritize across multiple entities and tax years

Nice to Have

• -CPA or EA designation (or working toward one)
• -Experience at a Big 4 or mid-tier accounting firm in a partnership tax or financial services tax group
• -Familiarity with QSBS (Section 1202), carried interest (Section 1061), and opportunity zone tax benefits
• -Experience with fund administration platforms or tax automation tools
• -Background in venture capital, private equity, or alternative investments

Compensation

$115K–$150K base salary, plus equity and a performance bonus. Exact compensation will depend on experience and location.

Benefits

Competitive medical, dental, and vision coverage; 401(k); generous PTO; parental leave; professional development stipend; and a workspace allowance for hybrid employees.