Belltower Fund Group

Operations

• Execute daily operational tasks within Flowdash workflow queues according to established procedures
• Process routine administrative tasks including data entry, document organization, and status updates
• Monitor and respond to operational requests and inquiries following standard operating procedures
• Support wire processing workflows by preparing documentation and tracking approvals
• Assist with organizing and filing fund documents, investor records, and operational correspondence
• Maintain accurate data across multiple systems and flag discrepancies to senior team members
• Help prepare standard operational documentation using templates and established formats
• Coordinate with internal teams to gather required information and documentation
• Track task completion against service-level agreements (SLAs) and escalate issues when needed
• Follow detailed process documentation and checklists to ensure accuracy and consistency
• Participate in process improvement initiatives by identifying inefficiencies and suggesting solutions

Operations Support Associate

• Support day-to-day tax operations under the guidance of senior team members
• Assist with the preparation, filing, and organization of U.S. federal and state tax returns, including extensions
• Support information reporting processes, including Form 1099 preparation and filing
• Help track, organize, and support responses to federal and state tax notices
• Perform tax-related operational tasks tied to fund accounting, such as recording and reconciling transactions from a tax perspective
• Maintain and update client and fund tax data across systems, including assisting with historical data cleanup
• Help prepare and organize tax documentation and workpapers
• Coordinate with internal teams to gather information needed for tax compliance and reporting
• Learn to read and apply IRS forms, instructions, and guidance in support of tax operations
• Contribute to process improvements and documentation as the tax team scales

Operations Support Associate

Tax Operations Support