Senior Tax Operations Associate

Belltower Fund Group

Tax Operations Senior Associate managing tax operations and compliance for a modern investment platform. Collaborating with diverse teams to improve tax processes and execution.

Posted 7/14/2026full-timeRemote • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax operations and information reporting, with a strong focus on U.S. tax documentation and compliance. Capable of collaborating across teams to enhance tax processes and ensure accurate reporting.

Highest-signal resume keywords

Tax Operations ExperienceU.S. Tax Documentation FamiliarityAnalytical Problem-Solving SkillsStrong Communication SkillsCPA or EA Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax DocumentationWithholding CalculationsInformation ReportingForms W-8Forms W-9Forms 1099Forms 1042-SForms 8805Process ImprovementCompliance Monitoring

Soft Skills

Analytical SkillsProblem-SolvingCollaborationTime ManagementCommunication

Tools & Technologies

Tax SoftwareAutomation ToolsDocument Management Systems

Certifications & Qualifications

CPAEA

Industry Keywords

Tax OperationsPublic AccountingFund AdministrationFinancial ServicesInformation Reporting

About the role

Key responsibilities & impact

Execute core tax operations workflows, including tax documentation (Forms W-8, W-9, and W-8IMY), intermediary allocations, withholding, and year-end information reporting (Forms 1099, 1042-S, and 8805)
Prepare, review, and reconcile tax withholding calculations and reporting to ensure accuracy and compliance
Investigate and resolve tax notices by gathering supporting documentation, researching issues, and coordinating with internal teams
Monitor reporting deadlines, identify exceptions, and escalate issues that may impact tax compliance or delivery timelines
Collaborate with tax, fund accounting, operations, engineering, and offshore teams to support day-to-day execution and continuously improve tax processes
Document procedures, assist with testing system enhancements, and identify opportunities to simplify, automate, and improve tax workflows

Requirements

What you’ll need

2–5 years of experience in tax operations, information reporting, public accounting, fund administration, financial services, or a related tax role
Experience with U.S. tax documentation, withholding, and information reporting, including familiarity with Forms W-8, W-9, W-8IMY, 1099, 1042-S, or 8805
Experience executing detailed, process-driven work with a high degree of accuracy
Strong analytical and problem-solving skills with the ability to investigate and resolve operational issues
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Strong written and verbal communication skills and the ability to collaborate across teams
An instinct to question existing processes and use AI and automation to build better ones
CPA, EA, or progress toward obtaining one is preferred

Benefits

Comp & perks

See additional details on our benefits here