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About Us

Director of Tax

About the Role

As the Director of Tax, you will ensure all funds and investments going through the product are supported— from customer questions, proactive customer education, and thought leadership pieces, to completing tax returns, ensuring tax compliance, and developing better and more automated ways of completing the above. If you like breaking down and explaining complex concepts, and you often seek out efficiencies in your own work, this job is a good fit.

About the Team

The Tax Team is mission-critical to ensuring Sydecar’s success. The team is responsible for leading the tax component of our product roadmap, supporting and educating the company and our customers on tax laws and procedure, and developing expert level knowledge on the tax implications for our industry. As a result, the tax team is truly cross functional— you will have the opportunity to work with all teams and interface with customers. Currently the Tax Team is made up of the VP Finance and Sr. Tax Associate, and now requires a Director of Tax or higher to oversee more complex tax matters as they apply to our product offering.

What You’ll Do

You will work alongside our VP of Finance and a network of external tax advisors to build sustainable processes and systems that automate tax return preparation and address customer inquiries. The ideal candidate will be excited about working in a fast-paced startup and creating leverage and efficiency through automation.

Tax Preparation

  • Utilize technology automation to connect product data to tax software to prepare partnership tax returns and Schedules K1, K2, and K3 for SPVs and Funds on or before Jan 31 of the year.

  • Able to independently conduct research and analysis to resolve complex tax questions and interpret tax laws and regulations.

  • Select and manage a tax vendor software system.

Tax Support

  • Respond to customer inquiries 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 investments.

  • Proactively communicate tax matters to customers and staff.

  • Build and maintain a knowledge base to educate our stakeholders with respect to tax matters and why we prepare tax documents the way we do.

Tax Automation

  • Liaise with the Product team on building capabilities that connect investment events to tax software.

  • Ensure that all events that occur in our ledger are accurately mapped to tax events.

Tax Strategy and Risk Management

  • Stay up-to-date with changes in tax laws, regulations, and best practices, and proactively assess their impact on our customers’ products.

  • Monitor and maintain compliance with all federal, state, local, and international tax regulations.

  • Liaise with outside tax advisors and tax counsel, as necessary.

About You

Your talents:

  1. Deep expertise in partnership tax, with extensive experience working with investment entities.

  2. Extensive experience preparing 1065s and Schedules K-1 / K-2 / K-3 and special allocations, including K-1 Footnotes, to comply with best practices.

  3. Strong analytical skills, with the ability to interpret complex tax regulations and apply them to real-world problems.

  4. Can-do spirit, with an eagerness to get into the weeds when needed.

Your traits:

  1. Effective communicator, with a unique ability to explain and write about complex tax topics clearly and concisely. Prolific writers are welcome.

  2. Adept context switcher, who can meet each stakeholder at their knowledge level to share insight, information, and help. A strong empathy for our customers, our team, and our problem is integral for this role.

  3. Decisive and considerate decision maker who can distill many viewpoints, prioritize needs, disseminate decisions, and execute on them in a precise and timely manner.

  4. Relationship builder who can create effective cross-functional and cross company relationships with relevant departments to ensure alignment.

  5. Exceptional leadership and people management skills, with a track record of building and developing high-performing teams.

Other qualifications:

  1. Bachelor’s degree or higher in accounting, tax, or related field.

  2. CPA designation.

  3. At least 8 years of experience in tax planning, compliance, and strategy, preferably in a corporate or public accounting environment.

  4. In-depth knowledge of tax laws, regulations, and accounting principles, including an understanding of international taxation.

  5. Experience working in a fintech startup or a high-growth tech company is preferred.

  6. Strong alignment with the company's values and mission, as well as a passion for innovation, technology, and diversity and inclusion.

If you’re interested in applying for this role, please send your resume and a brief cover letter to

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 at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.