Sydecar
FinTech
Sr.TaxAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Sr. Tax Associate at Sydecar. Skills: customer support, operations, venture investing, fund accounting, communication. Respond to customer support inquiries to ensure delightful experience. Identify product and process improvements that will shape the future of our product and our workflow”
Industry & Context.
Ability to effectively evaluate problems and propose sensible, scalable solutions
What They're Looking For.
Must Have
2-3 years of experience working in a customer support or operations role, Intermediate knowledge of venture investing, fund accounting, or related fields, Excellent and professional written and verbal communication skills, Attention to detail and ability to manage many tasks at once without dropping the ball, Passion for customer service and creating positive experiences, Ability to effectively evaluate problems and propose sensible, scalable solutions, Process driven and highly organized, with an eye for process/product improvement, Detail oriented
Nice to Have
preferably in the FinTech or alternative investments industries
What You'll Do.
Respond to customer support inquiries to ensure delightful experience
Identify product and process improvements that will shape the future of our product and our workflow
Liaise with senior members of the team
and Product teams to answer customer questions and educate first-time Deal Organizers via our support inbox
Develop an expert knowledge of our product
Support customer-facing projects and product discovery
How You'll Work.
Team & Collaboration
Liaise with senior members of the team, as well as our Legal, Tax, and Product teams
Communication Scope
Excellent and professional written and verbal communication skills
Full Job Description
ABOUT US Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing. ABOUT THE TEAM The Customer Experience team at Sydecar helps our customers get where they need to go. As the primary contact for all of our customers and their investors, the team works daily to resolve customer support cases, provide feedback for new product solutions, and manage an SPV or Fund from formation to closing, and beyond. ABOUT THE OPPORTUNITY CX Associates are Sydecar’s ambassadors to our Fund Managers and their Investors– a crucial role for both product discovery and customer experience. The ideal candidate has an interest in alternative investing and is an excellent communicator with a strong desire to help others solve problems, no matter how big or how small. Each associate will gain a deep understanding of SPVs, the current alternative investing landscape, and the process behind building and iterating upon a Financial Technology product. This is a hybrid role based in Seattle with in-office attendance two days per week. WHAT YOU’LL DO As an CX Associate, you will: - Respond to customer support inquiries to ensure d
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