Associate Tax Delivery
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people. Its products support equity management, fund administration, portfolio analytics, compliance, tax, and related services for companies, funds, investors, and legal teams.
About Carta
Carta operates a platform for private capital that helps companies, private equity and venture capital firms, limited partners, and other financial organizations manage portfolios, move money, and model investment scenarios. Its offerings include equity and cap table management, valuations, compensation, liquidity, fund administration, fund tax, SPVs, deal CRM, portfolio valuations, loan operations, LP analytics, compliance, contracts, and attorney-led legal services. Carta combines software, AI capabilities, and expert human services for private capital workflows.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You assist with tax return processing, including federal and state e-filings, maintain notice trackers, route tax inquiries, collect and validate tax records, support special projects, provide administrative support, and help improve tax processes through technology.
Requirements
- Experience supporting the preparation and filing of tax returns
- Experience with IRS e-filings
- Experience with income tax filing software such as GoSystems Tax RS is preferred
- High attention to detail
- Organization under pressure
- Experience leveraging technology to automate processes
- Critical thinking
- Problem-solving
- Decision making
- Effective communication
- Ability to multitask and meet deadlines
Responsibilities
- Assist with federal and state tax return processing and e-filing
- Scan and file federal and state notices
- Maintain the notice tracker
- Route tax-related client inquiries to relevant tax team members
- Collect and validate tax records and financial data
- Support ad hoc special projects
- Provide administrative support to tax team leaders
- Collaborate on legal and financial projects
- Interact with clients while administering investment structures
Benefits
- equity
- exceptional benefits
- commission plans
