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Sydecar is transforming private markets by making them more accessible, transparent, and liquid through a platform that automates banking, compliance, contracts, taxes, and reporting for investment vehicles.
The Tax Team is mission-critical, ensuring tax compliance, communicating tax information to internal and external stakeholders, and driving product development of tax functionality. You will work alongside Finance and CX leadership, the Sr. Manager of Tax, and developers to build repeatable processes and systems for customer inquiries and automated tax return preparation.
Key responsibilities include:
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 by March 31 annually. Independently research complex tax questions, interpret tax laws and regulations, and assess/manage tax vendor software systems.
Tax Support: Respond to customer requests for information or clarification regarding annual tax documents and investments on the platform. Respond to in-house inquiries regarding tax implications of investing in certain assets. Advise cross-functional team leaders on tax planning opportunities and compliance issues alongside the Sr. Manager of Tax.
Tax Automation: Liaise with the Product team on features that connect investment events to tax software. Ensure all ledger events are properly mapped to tax events.
Risk Management: Stay current with changes in tax laws and regulations. Respond to tax notices and audits.
You will work in a fast-paced startup setting, creating leverage and efficiency through automation and process improvement.
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
- Understanding of how to draft K-1 Footnotes to comply with best practices and interpret Footnotes on K-1s received
- Ability to draft timely and relevant tax memos and articles and contribute to knowledge base
- Concise and effective communication regarding complex tax topics for customers and staff
- Bachelor's degree or higher in accounting or related field
Bonus qualifications:
- Experience in fintech startup or high-growth tech company
- CPA or Enrolled Agent preferred
- Experience with Forms 5471, 8865, and 1042
