---
title: 'Tax Senior Associate (Institutional) at AngelList'
canonical: 'https://feeny.ai/job/tax-senior-associate-institutional-angellist-new-york-hvnaqfg6xnek'
type: 'job'
last_seen: '2026-11-06'
---

# Tax Senior Associate (Institutional) 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/ecad3736-26f7-4cbb-b48a-dc093f3df8c6

## Job description

## About the Role

We are seeking a Tax Senior Associate (Institutional) to join our growing tax team. This role is ideal for someone with partnership tax preparation experience on institutional funds. The Tax Senior Associate (Institutional) will prepare and review tax compliance for Belltower's institutional fund clients. You will work from trial balances, partner rosters, and allocation schedules to deliver accurate returns and K-1s to institutional GPs and LPs. Working closely with tax team members, Engineering, and fund accounting, you'll help shape how institutional tax is done at Belltower. This is not a traditional tax role. The workflow is new, so success comes from being curious, comfortable with a process that is still being defined, and willing to use technology to make it repeatable.

You Will:

- Prepare and review partnership returns and Schedules K-1 for institutional venture capital and private equity funds

- Run book-to-tax adjustments from fund trial balances and financial statements

- Import and validate per-partner allocation schedules and capital account rollforwards

- Reconcile prior-year returns and data for funds migrating from other administrators

- Prepare multi-state, composite, and foreign partner withholding filings

- Answer institutional GP and LP questions on timing, estimates, and K-1 detail

- Test new platform functionality with Engineering and report issues clearly

- Look at existing processes and ask whether AI and automation could do them better

You Have:

- 2–4 years of partnership tax experience, ideally with institutional venture capital or private equity funds

- Experience preparing Forms 1065 and Schedules K-1 from trial balances

- Working knowledge of book-to-tax adjustments and partnership allocations

- Familiarity with multi-state and foreign partner reporting (Forms 1042 and 8804/8805)

- Clear, professional communication with institutional clients

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

- CPA, EA, or progress toward obtaining one is preferred

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 $130,000+ 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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