Controller, Partnership Tax & Accounting

ABOUT BASIC CAPITAL

Basic Capital is a fintech company disrupting America's $1T retirement industry by building the mortgage for retirement, unlocking market ownership, and making wealth accessible to every American. Our mission is to create products, platforms, and a credit marketplace that power a fundamentally new retirement system.

Our founding team includes leaders from Goldman Sachs, Uber, Block, Stripe, and Robinhood. We're backed by top investors such as Lux Capital, Forerunner Ventures, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Based in Tribeca, NYC, we're assembling a lean, high-performance team committed to reducing wealth inequality. This role is optionally fully remote within the United States.

For more information, visit Basic Capital's website https://www.basiccapital.com/.

THIS ROLE

We are hiring our first Controller. This individual will manage proprietary investments on our platform that are held through individual LLCs, specifically the annual accounting and tax requirements.

You will own tax and accounting for this portfolio: federal and New York returns and K-1s for 1,000+ LLCs each year, growing to 10,000+, plus the monthly loan and servicing tapes we send to lenders and capital partners. You will also support the company's own finances.

This is a builder role. You will set up the processes, controls, and automation that let this work scale from thousands of entities to tens of thousands, working directly with our engineering and capital markets teams.

YOU WILL

- Prepare, review, and e-file Form 1065, K-1s, and New York returns (IT-204, IT-204-IP, IT-204-LL) for every LLC

- Run the filing calendar: extensions and New York filing fees by March 15, returns by September 15

- Own entity accounting: capital accounts, allocations, reconciliations, and the monthly loan and servicing tapes

- Hold the company's IRS e-file credentials and handle IRS and New York notices

- Work with engineering to automate data intake and bulk filing

- Support corporate accounting: monthly close, budgeting, AP/AR, and payments

REQUIRED COMPETENCIES

- Active CPA license or IRS Enrolled Agent credential, with an active PTIN

- 3+ busy seasons preparing partnership returns (Form 1065 and K-1s) in UltraTax CS, CCH Axcess Tax, GoSystem Tax RS, or similar professional tax software

- Filed returns for 100+ entities in a single season, including bulk data import, batch extensions, and e-file rejects

- New York partnership returns (IT-204, IT-204-IP, IT-204-LL)

- Partnership capital accounts, allocations, and basis

- SQL or advanced Excel strong enough to reconcile 1,000+ entities

PREFERRED COMPETENCIES

- Fund administration, SPVs, loan tapes, or securitizations

- Controller experience, including monthly close, budgeting, and AP/AR

- Served as Responsible Official on an IRS e-file application

- Built automated finance workflows with engineers

CULTURAL FIT

- High agency: You believe the world is malleable and want to shape it to your vision.

- High tastes: You have strong opinions on what “good” looks like in your field. Craftsmanship matters.

- Friction friendly: We debate pretty hard. Friction polishes the work. You challenge and expect to be challenged. Compromise leads to mediocrity.

- Tenacity: Relentless work ethic in the face of adversity and rejection.

- Grand ambition: We’re energized by people’s dreams, for the world and for themselves. Energize us.