Job Description
We are seeking an experienced U.S.-based tax preparer, EA, or CPA to support annual tax preparation and filing for 5 simple investment vehicles used in venture Special Purpose Vehicle (SPV) structures. Each vehicle has a GP LLC and an LP entity.
This is no bookkeeping/CFO role. We are looking for a reliable, cost-effective professional who can handle recurring annual entity tax prep and K-1 preparation efficiently and accurately.
Each investment entity involved:
- GP LLC
- LP / SPV entities used for venture investments
- Simple structures with relatively very low transaction volume annually
Scope of work may include:
- Preparation and filing of federal and applicable state returns for GP LLC and LP entities
- Preparation of investor K-1s
- Review of prior-year filings for continuity
- Light tax support regarding entity classification and annual compliance requirements
- Coordination on deadlines, extension filings, and information requests
- Secure handling of sensitive investor and entity information
What we need from you:
- Demonstrated experience preparing partnership tax returns, including Form 1065 and K-1s
- Experience with investment entities, funds, SPVs, LLCs, and LPs
- Ability to work efficiently on relatively straightforward entities without overcomplicating the process
- Clear communication and responsiveness
- Secure document handling practices
MUST HAVE: Preparer tax identification number (PTIN)
Strong preference for candidates with:
- U.S. EA or CPA credential
- Prior work with venture funds, syndicates, SPVs, private investment vehicles, or small funds
- Familiarity with capital accounts, partner allocations, management entities, and GP/LP structures
- Experience supporting founder-led firms, family offices, angel groups, or boutique investment managers
Important:
Please do not apply unless you have direct experience with U.S. partnership returns and K-1 preparation. General bookkeeping or basic individual tax experience alone is not sufficient.
To apply, please answer all of the following:
1. Are you a CPA, EA, or other tax professional? Please specify credential and state.
2. Do you personally prepare and sign partnership returns?
3. How many Form 1065 returns do you prepare each year?
4. How many K-1 packages do you prepare each year?
5. Describe your experience with SPVs, investment partnerships, venture funds, or syndicates.
6. What tax software do you use?
7. How do you securely collect and store SSNs and investor tax documents?
8. Are you U.S.-based?
9. What is your pricing model for:
o a simple GP LLC return
o a simple LP/SPV partnership return
o K-1 preparation/distribution
o extension filings
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