Fund Accounting Operations Support

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist with daily tax operations under the supervision of senior team members.

• Aid in the preparation, submission, and organization of U.S. federal and state tax returns, including extensions.

• Support the information reporting processes, including the preparation and filing of Form 1099.

• Help monitor, organize, and respond to federal and state tax notices.

• Perform tax-related operational duties associated with fund accounting, such as recording and reconciling transactions from a tax viewpoint.

• Maintain and refresh client and fund tax data across various systems, including assisting with the cleanup of historical data.

• Assist in the preparation and organization of tax documentation and workpapers.

• Collaborate with internal teams to collect necessary information for tax compliance and reporting.

• Acquire the ability to read and apply IRS forms, instructions, and guidance to support tax operations.

• Contribute to process enhancements and documentation as the tax team expands.

⛳️ Requirements

• 2–4 years of experience in accounting, tax, fund administration, or a related field (internships are welcomed).

• Bachelor’s degree in Accounting, Finance, or a similar field.

• Fundamental understanding of federal and state tax principles.

• Interest in partnership taxation and investment fund structures.

• Strong organizational abilities and meticulous attention to detail.

• Capability to manage multiple tasks and deadlines with appropriate guidance and support.

• Effective written and verbal communication skills.

• Comfort in working with and learning new systems and tools.

• CPA eligibility or progress towards certification (preferred but not mandatory).

🏝️ Benefits

• Note: Belltower covers 100% of premiums for private healthcare coverage.