Tax Lead - Full Service (Self-Advised)
Core
Own end-to-end tax delivery for self-advised venture funds, managing GP relationships, reviewing partnership returns, and ensuring timely K-1 releases.
Role type
Senior individual contributor tax lead (partnership tax)
Builds
Scalable tax workflows and repeatable processes for self-advised funds
Domain
Venture capital fund administration
Required skills
partnership tax review, Forms 1065 and K-1 interpretation, partnership agreement analysis, multi-state filing, foreign partner reporting (Forms 1042/8804/8805), client relationship management, deadline driving, process improvement, AI/automation integration
Preferred skills
venture capital or private equity fund experience, CPA/EA/attorney licensure
Technologies
AngelList fund admin software
Responsibilities
Review complex partnership returns and Schedules K-1 including allocations and state filings; Manage GP outreach for return signers and filing inputs; Coach Associates and Senior Associates on review notes and workflows; Build and maintain the self-advised playbook; Identify opportunities for AI and automation to replace manual follow-up
Seniority
Senior, hands-on IC