GoodFin is reimagining private wealth in the era of AI. Our mission is to empower a new generation to build wealth, starting with their investments in alternative assets.

Our AI-native platform combines a design-forward experience with a backend powered by a system of intelligent agents. We are building a future where AI unlocks financial hyperpersonalization, automation and optimization for sophisticated financial products, which are typically gated by advisors and reserved for very wealthy clients. This highly fragmented $1.25T global services market will undergo a sea change in the coming years, as trillions pass in the largest intergenerational wealth transfer to date.

In a world where most financial decisions will become automated, we believe the next category-defining wealth company will still be human-driven at its core – powered by a high-value community like our membership base of professionals, founders and investors. The next generation financial giant will be an AI-native platform that makes wealth creation seamless, personalized, and social. That’s what we’re building.

We are a fast-growing seed-stage startup backed by Y Combinator, Goodwater Capital, Phoenix Fund, Perpetua Investment Group and angel investors from leading companies across tech and finance.

About Goodfin

Goodfin is an AI-native investment platform for private markets. We structure and manage SPVs that give accredited investors access to pre-IPO and private investment opportunities, with a strong emphasis on transparency, quality, and investor experience.

The Role

We’re looking for an experienced tax professional to support Goodfin’s private investment vehicles, with primary responsibility for SPV tax structuring, K-1 oversight, and QSBS analysis.

This role will start as a consulting or part-time engagement, with the opportunity to transition into an in-house role as Goodfin scales and the scope deepens.

You’ll work closely with operations, product, and external providers as needed to ensure our tax posture is sound and our investor reporting is clear and correct.

What You’ll Do

• Advise on tax structuring of SPVs (partnerships, LLCs, blockers where applicable)
• Review and validate K-1s prepared by our tech, fund administrators or external CPAs
• Ensure tax allocations align with economics, operating agreements, and waterfalls
• Lead QSBS analysis at the company, deal and SPV level, including eligibility, holding periods, and documentation
• Support investor-facing tax questions related to their investments or QSBS, rollovers, and exits
• Coordinate with legal counsel and other partners as needed on structuring decisions that impact tax outcomes
• Identify tax risks, edge cases, and opportunities as deal volume increases
• Help build scalable tax processes and internal documentation

What We’re Looking For

• 5+ years of experience in partnership tax, fund tax, or private investment tax
• Deep expertise in SPVs, partnership allocations, and K-1 reporting
• Demonstrated experience with QSBS (Section 1202) analysis and structuring
• Experience preparing and reviewing K-1s 
• Strong judgment and ability to explain complex tax concepts clearly
• High attention to detail and comfort operating independently
• Comfort working cross functionally with business and product teams
• Bonus: experience working at a startup or with building technical product and being product-minded

Engagement & Growth Path

• Initial consulting or part-time engagement tied to deal flow and tax cycles
• Opportunity to grow into a fractional or full-time in-house tax role
• Increasing scope over time (structuring, policy, investor communications)

Why This Role Matters

• Tax reporting is a key investor touchpoint
• QSBS outcomes materially impact investor returns
• You’ll influence how a modern private investing platform is innovating in these categories 
• Rare opportunity to shape tax function early — and potentially own it in-house

If you’re deeply experienced with SPVs, K-1s, and QSBS — and interested in building something durable and cutting-edge rather than just reviewing returns — we’d love to talk.

Backend: AWS Lambda with Node.js and Express Frontend: React Infrastructure: AWS