---
title: 'Tax Lead - Full Service (Platform-Advised Funds) at AngelList'
canonical: 'https://feeny.ai/job/tax-lead-full-service-platform-advised-funds-angellist-new-york-2hfqemgafs6f'
type: 'job'
last_seen: '2026-11-06'
---

# Tax Lead - Full Service (Platform-Advised Funds) at AngelList

- **Company:** AngelList
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-31
- **Last confirmed live:** 2026-11-06
- **Apply:** https://jobs.lever.co/angellist/7260c876-9b92-496d-9f21-13203148c68c

## Job description

## About the Role

We are seeking a Tax Lead – Full Service (Platform-Advised Funds) to join our growing tax team for all of our platform-advised funds. This role is ideal for someone with deep partnership tax review experience who enjoys complex allocations and wants to shape how they are built into our platform. The Tax Lead (Full Service) will lead technical review for Belltower’s platform-advisedfund clients, the venture and private equity funds that rely on us for end-to-end fund management. You will own review quality for complex partnership structures and make sure our allocations, waterfalls, and foreign reporting are right the first time. This is a senior individual contributor role. You will lead through review authority and coaching, helping Associates and Senior Associates grow into complex review work.

You Will:

- Review complex partnership returns and Schedules K-1, including tiered funds, blockers, and carried interest structures

- Apply §704(b), §704(c), and partnership agreement waterfall provisions, and confirm allocations before estimates and K-1s go out

- Review §754/§743(b) adjustments, PFIC reporting (Form 8621), withholding (Forms 1042 and 8804/8805), and foreign reporting (Forms 8865 and 8858)

- Validate new system builds with Engineering by defining expected results and testing them

- Coach Associates and Senior Associates through review notes and training

- Find where AI and automation can reduce manual review, and work with Engineering to ship it

You Have:

- 5+ years of partnership tax experience in public accounting, fund administration, or industry, ideally with venture capital or private equity funds

- Review experience on complex Forms 1065 and Schedules K-1

- Hands-on experience with §704(b)/§704(c) allocations and carry waterfalls

- Working knowledge of foreign partner withholding, PFIC, and multi-state filings

- Clear written communication, including tax positions for non-tax readers

- An instinct to question existing processes and use AI and automation to build better ones

- CPA, EA, or attorney admitted in a U.S. jurisdiction, or progress toward one

Working Here If you don’t meet every requirement above, we still encourage you to apply. We value complementary strengths and operators who learn by doing. We operate out of hubs in New York City and San Francisco. For most roles on those teams, we work from the office at least two days per week (Tuesdays and either Wednesday or Thursday). Compensation: The compensation for this role consists of a competitive base salary, benefits, and equity package. The base salary for this role starts at $155,000+ annually but will vary based on a number of factors including a candidate’s professional background, experience, level, and location. Additional details about our Total Rewards package will be provided during the recruitment process. Benefits: We support your life both in and outside of work. **Explore our benefits Learn about Funders & Founders** What Guides Us: At AngelList, we are united in our purpose to accelerate innovation and build the future of private markets. Our beliefs and values shape what we work on and how we create impact. If the below resonate, we'd love to have you with us. **Our beliefs

## Our values & leadership expectations**

Belltower Funds, a division of AngelList, is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

## About AngelList

## Company Overview
- **One-liner**: AngelList builds the financial system for private markets, providing the infrastructure where capital, creativity, and hard work come together to accelerate the rate of innovation.
- **Entity Type**: Private (venture-backed; $124.1M total funding across 8 rounds)
- **Headquarters**: San Francisco, California, United States (additional office in San Diego; workforce distributed across 31 countries)
- **Founded**: 2010
- **Founders**: Naval Ravikant and Babak Nivi

## Core Business
- **Primary industry**: Private market investment infrastructure / fintech (venture capital administration, fund management, startup investing)
- **Target customers**: B2B and B2C — fund managers, venture investors, syndicate leads, startups, and accredited/retail investors seeking access to private markets
- **Mission or purpose statement**: "The financial system for private markets." The company's stated goal is to solve the "ownership gap" for private companies — building the equivalent of public-market infrastructure (exchanges, custodians, transfer agents, brokers, retail distribution) for private markets, which now represent more than $28T in U.S. fund AUM.

## Products & Services
- **AngelList Funds**: The administration layer for venture capital — enables fund managers to launch and operate venture funds, SPVs, and syndicates on the platform.
- **USVC**: The brand behind retail access to venture investing, allowing non-institutional investors to participate in private-market deals.
- **Meridian**: The wealth layer for private markets; a platform for managing private-market assets and portfolio operations.
- **Nova** (coming soon): The banking and payments layer for private markets, announced as the next major product release.
- **Scout Funds & SPVs**: Additional investment vehicles supported on the platform alongside venture funds.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Total funding of $124.1M (8 prior rounds). Platform scale figures are conflicting across sources: LinkedIn reports **$171B in assets on platform, 25K+ funds and syndicates, and 72K active investors**, while Built In reports **$15B in assets for fund managers, 17K+ startup investments (including 287 unicorns), and 1.3K startups using founder services** — both cited below as conflicting reports.
- **Notable Investors/Partners**: Not publicly available in the provided data sources.
- **Growth Signals**: Acquired Nova (banking/payments layer) in July 2023; acquired Prospectify (2019) and Product Hunt (2016, for $20M); has delivered $10B in capital to startups with a stated ambition to reach $10T; active hiring across Engineering, Data, Finance, Marketing, Legal, and Customer Success teams.

## Competitive Advantages
- **Network effects / de facto standard**: Positions itself as the default platform for startup investing, with 25K+ funds and syndicates and 72K active investors on platform (per LinkedIn data).
- **Full-stack private-market infrastructure**: Unlike point solutions, AngelList spans fund administration (Funds), retail access (USVC), wealth management (Meridian), and soon banking/payments (Nova) — a vertically integrated stack for private markets.
- **Data moat**: Years of transaction, fund, and investor data create switching costs for fund managers and investors alike.
- **Founder-friendly brand equity**: Long-standing reputation in the startup ecosystem, including backing 287 unicorns (per Built In).

## Strategic Focus
- **Launching Nova**: The banking and payments layer for private markets is positioned as the next major growth vector, completing the company's "financial system for private markets" vision.
- **Scaling Meridian**: Building out the wealth layer to serve private-market asset management at scale.
- **Expanding retail access**: Growing USVC to bring venture investing to a broader audience beyond accredited investors.
- **Growing platform AUM**: Pushing from $10B in capital delivered toward the stated $10T ambition.

## Why Work Here
- **Culture**: The company emphasizes high agency and ownership — described as "no ladders, only roads," where employees are expected to pave their own career paths and take on more than peers in the industry, faster, with less.
- **Work mode**: Hybrid roles available in San Francisco, CA and New York City, NY (e.g., Senior Platform Engineer, Investor Services Specialist, Investment Operations Associate).
- **Funder & founders program**: Employees can invest up to $100K from an AngelList fund into deals they source and earn 20% of the profits from those investments.
- **Financial wellbeing**: Competitive salary, 401K, equity, FSA, and access to a finance coach.
- **Healthcare**: Premium medical, dental, vision coverage, One Medical, wellness coach, FSA, Carrot fertility benefits, and generous parental leave.
- **Lifestyle perks**: Unlimited PTO, unlimited book stipend, wellness reimbursement, and a remote office budget (co-working/home office).
- **Office perks**: In-office meals, coffee walks, team offsites, commuter benefits, and safe rides home.
- **Team size (conflicting reports)**: The careers page cites a team of 140; LinkedIn reports 321 employees (-0.7% YoY); Built In reports 518 total employees across 3 offices.

## Sources
1. [angellist.com — Careers](https://www.angellist.com/careers)
2. [angellist.com — About](https://www.angellist.com/about)
3. [linkedin.com — AngelList company page](https://www.linkedin.com/company/angellist)
4. [jobs.lever.co — AngelList](https://jobs.lever.co/angellist)
5. [builtin.com — AngelList](https://builtin.com/company/angellist)

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