Senior Tax Associate
Senior Tax Associate
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Job Description
About Us
Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible transparent and liquid and were achieving this by revolutionizing the way investment vehicles are created and executed.
At Sydecar were not just a platform; were a trusted partner in venture capital. Were dedicated to simplifying and standardizing the private investing experience empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.
Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks from automating banking ensuring compliance handling contracts managing taxes to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.
Join us at Sydecar as we lead the charge in revolutionizing private investing.
Location: New York City Seattle or San Francisco (hybrid 2 days/week in office)
About the team
The Tax Team is a mission-critical group ensuring that we exceed expectations with regard to tax compliance reliably communicate relevant tax information to internal team members and external customers and serve as a key resource for the development of the tax function within our product. As a result the Tax Team works with everyone at the companyfrom product and engineering to operations sales and marketing.
About the opportunity
As the Senior Tax Associate you will provide complex tax compliance services to our clients funds and investments. You will work closely with Sydecar business leaders to develop effective tax strategies and ensure compliance with federal state and local tax laws. You will also provide guidance for automating tax preparation and creating a comprehensive knowledge base for staff and clients.
What youll be doing
You will work alongside Finance and CX leadership the Sr. Manager of Tax and developers to build repeatable processes and systems to address customer inquiries and automate tax return preparation. The ideal candidate will be excited about working in a fast-paced startup setting and dedicated to creating leverage and efficiency through automation.
Tax Preparation
Utilize technology automation to connect product data to tax software to prepare partnership tax returns and Schedules K-1 K-2 and K-3 for over 2500 SPVs and Funds on or before March 31 of the year.
Independently research complex tax questions and interpret tax laws and regulations.
Assess and manage tax vendor software system
Tax Support
Respond to customer requests for information or clarification regarding their annual tax documents as well as any investments contemplated to be run on our platform.
Respond to in-house inquiries regarding tax implications of investing in certain assets.
Along with the Sr Manager of Tax Advise cross functional teams leaders on tax planning opportunities and compliance issues.
Tax Automation
Liaise with the Product team on features that connect investment events to tax software
Ensure that all events that occur in our ledger are properly mapped to tax events.
Risk Management
Stay up-to-date with changes in tax laws and regulations.
Respond to tax notices and audits
What were looking for
4 years of experience in a public accounting firm
Experience with Thomson Reuters tax software
Experience with PE/VC clients
Experience preparing 1065s and Schedules K-1 / K-2 / K-3 and special allocations
An understanding of how to draft K-1 Footnotes to comply with best practices as well as interpret Footnotes on K-1s received
Ability to draft timely and relevant tax memos and articles and contribute to our knowledge base.
Concise and effective communication regarding complex tax topics in a manner that can be understood by customers and staff
Bachelors degree or higher in accounting or a related field
Bonus if you have
Experience working in a fintech startup or a high-growth tech company
CPA or Enrolled Agent preferred
Experience with Formsand 1042
Sydecars values
Our values are important to the way we live and work at Sydecar. They guide our priorities behaviors and interactions.
Ownership
We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals.
Excellence
We set and exceed ambitious goals through ownership data-driven decisions and rigorous execution.
Humility
We value feedback and recognize that growth comes from learning from each other and our experiences.
Win Together
We are driven by a passion for winning and we champion the success of our team members our customers and our partners.
Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs job requirements and individual qualifications without regard to race color religion or belief national social or ethnic origin sex (including pregnancy) age physical mental or sensory disability HIV Status sexual orientation gender identity and/or expression marital civil union or domestic partnership status past or present military service family medical history or genetic information family or parental status or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.
Required Experience:
Senior IC
Employment Type
Full-Time
