Senior Tax Specialist

Our Company

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals. Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.

Senior Tax Specialist

We are hiring a Senior Tax Specialist on our Data Operations team to play a pivotal role in providing strategic tax insights to support our business growth. In this role, you will manage complex financial data, ensure tax compliance for our clients, prepare necessary documents, and provide clear communication to clients. This role requires expertise in accounting, proficiency in Excel, and the ability to coordinate effectively across different teams.

Key Responsibilities

At Arch you will:

• Act as a liaison between Operations, Sales, Product, and Support teams to ensure alignment on tax-related client requirements, product capabilities, and project deliverables.

• Coordinate with different teams within the company to ensure tax considerations are integrated into business operations.

• Streamline communication channels to address tax considerations effectively throughout the tax year.

• Stay updated on changes in tax legislation and assess their impact on our clients and our company.

• Have knowledge in tax documents pertaining to alternative investments and how they affect tax implications including, but not limited to: K-1, K-3, PFIC, 5498, 1099, 1099-R, etc

• Use specific knowledge to improve and inform Arch's tax offering

• Run our 1099 program: Coordinating receipt of 10's of thousands of 1099s across multiple institutions

• Lead our data quality initiatives with respect to tax document collection and processing, including coordination and development of internal data checks and providing training on best practices

• Serve as point of contact for clients, resolving tax related inquiries and providing exceptional service

• Own proactive tax outreach to fund managers, coordinating follow up, and ensuring information is properly maintained and updated in our database

Reach out to us if you have:

• 4+ years experience working with High Net Worth Individuals (HNWIs) and/or Single Family Offices, or familiarity with tax considerations in the alternative investment industry.

• Proficiency using Excel.

• Have proven experience in fund accounting, preferably with a background in a Big 4 accounting firm or family office/multi-family office setting.

• Proven experience in managing tax compliance, audits, and reporting for a complex organization.

• Analytical and problem-solving abilities, strong attention to detail, and are proactive in resolving issues as they arise.

• Strong communication skills and the ability to build and maintain relationships with key stakeholders, advocating for clients internally and providing exceptional support throughout the implementation process.

• High effectiveness even when faced with ambiguity; comfort in making executive decisions and moving projects forward.

Bonus Points if you have:

• Experience working at a large accounting firm.

• CPA certification with demonstrated expertise in tax implications within financial operations.

• Are familiar with the alternative investment industry and the mechanics of investing in private equity, hedge funds, and private companies or have a background in private banking, investment management, or a related field.

A Note about us:

All of our roles are based full-time at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

Some perks of working for Arch include:

• Strong Team – You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

• Product Market Fit – We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.

• Team community and camaraderie – We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.

• Lunch is on Us – Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.