Senior Tax Associate

About the role

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 we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're 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. 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 company-from product and engineering to operations, sales, and marketing.

Responsibilities

• 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 2,500 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

Requirements

• 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
• Bachelorʼs 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 Forms 5471, 8865, and 1042
• Sydecar's values
• Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions.
• Be Committed
• As a team, we rise to meet challenges and recognize that we become stronger and develop character when facing adversity.
• Be Excellent
• We measure our success not just by what we achieve, but by how we achieve it-through integrity, creativity, elegance, and a commitment to continuous improvement. Excellence is not just doing things well-it's looking for ways to do them better.
• Be Humble
• Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment.
• Win Together
• 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

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