Tax Lead - Full Service (Self-Advised)

Location: Hybrid in New York City or San Francisco; office attendance is required at least two days per week, on Tuesdays and either Wednesday or Thursday.

Base salary starts at $155,000 annually, plus benefits and equity.

Company

hirify.global’s Belltower division provides fund administration and tax, compliance, financial reporting, portfolio management, and related services for venture funds, syndicates, and rolling funds.

What you will do

• Own end-to-end tax delivery for self-advised venture 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.
• Manage GP outreach for return signers, partnership representatives, FBAR, and other filing inputs, including deadlines and escalations.
• Build and maintain the self-advised tax playbook and transition recurring operational work to Tax Operations.
• Coach Associates and Senior Associates through review notes, training, and workflow management.
• Identify opportunities for AI and automation and collaborate with Engineering to ship scalable workflows.

Requirements

• 5+ years of partnership tax experience in public accounting, fund administration, or industry, ideally involving venture capital or private equity funds.
• Experience reviewing Forms 1065 and Schedules K-1 and interpreting partnership agreements.
• Experience managing client or GP relationships and driving external parties to deadlines.
• Working knowledge of multi-state filings and foreign partner reporting, including Forms 1042 and 8804/8805.
• Clear written communication, especially for firm requests and deadline management.
• Ability to question existing processes and use AI and automation to improve them.
• CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one.

Nice to have

• Experience with venture capital or private equity funds.

Culture & Benefits

• Senior individual contributor role with responsibility for client relationships and tax delivery.
• Collaboration with Customer Relations, Legal, Engineering, and Fund Accounting.
• Benefits and an equity package are provided in addition to base salary.
• hirify.global values complementary strengths, learning by doing, diversity, and equal opportunity.