Tax Lead - Full Service (Platform-Advised Funds)
Core
Lead technical review of complex partnership tax returns and allocations for venture and private equity funds on a platform.
Role type
Senior individual contributor tax lead
Builds
Accurate K-1s, waterfalls, and foreign reporting for platform-advised funds
Domain
Tax + Venture Capital/Private Equity
Required skills
Partnership tax review, §704(b)/§704(c) allocations, Form 1065/Schedule K-1, §754/§743(b) adjustments, PFIC reporting, foreign withholding, multi-state filings, system validation, AI/automation strategy
Preferred skills
None stated
Technologies
None stated
Responsibilities
Review complex partnership returns and Schedules K-1; Apply §704(b), §704(c), and partnership agreement waterfall provisions; Review §754/§743(b) adjustments, PFIC reporting, withholding, and foreign reporting; Validate new system builds with Engineering; Coach Associates and Senior Associates; Identify AI and automation opportunities to reduce manual review
Seniority
Senior, hands-on IC