Manager, Tax Delivery
Carta operates an intelligent platform for private capital markets, connecting data, workflows, and people across portfolio management, cap tables, fund administration, and tax services. It serves private equity firms, venture capital firms, private corporations, and limited partners.
About Carta
Carta provides a platform that helps players in private capital—including private equity firms, venture capital firms, private corporations, and limited partners—manage portfolios, move money, and model the future with unprecedented connectivity. Its offerings combine cutting-edge AI with expert human service, including cap table management, fund administration, tax services (such as Carta Fund Tax and QSBS attestation), 409A valuations, compliance, and reporting tools. The platform emphasizes real-time visibility, agentic intelligence for productivity, strategic modeling for scenario planning, and end-to-end collaboration between firms, companies, investors, and partners. Carta serves a large client base including over 1.7 million equity holders, 50,000+ companies, and 9,000+ funds and SPVs, with clients ranging from venture capital funds to global private corporations operating across multiple countries.
Skills
About the Role
You'll join Carta's Fund Tax team as a US Federal tax reviewer, using Carta's proprietary tax engine to file tax returns for venture capital clients. You'll help talented venture capitalists, fund managers, and dealmakers realize their ambitions by supporting the next-gen investment stack, including legals, vehicle formation, banking, and investor onboarding. You'll also collaborate with the wider Carta accounting, fund administration, and compliance teams on relevant tax issues tied to Carta's products and services. You'll work on productizing tax workflows to deliver fast, accurate tax solutions, help build a tax engine that simplifies tax filings, and support the automation of investment structures to scale post-deal processes.
Requirements
- US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns
- Fully qualified CPA
- Understanding of US tax filings relating to investment vehicles
- Experience with Schedule K-2 and K-3 forms and other international forms is a plus
- High attention to detail, written and quantitative
- Ability to navigate complex tax structures and documentation
- Organized and calm under pressure
- Strong critical thinking, problem solving, and decision making skills
- Strong communication skills and ability to multitask to meet multiple deadlines
Responsibilities
- Prepare and file US Federal tax returns and IRS e-filings for partnership tax returns
- Leverage Carta's proprietary tax engine to file tax returns for venture capital clients
- Collaborate with Carta's accounting, fund administration, and compliance teams on relevant tax issues
- Help scale post-deal processes for automated investment structures
- Complete Schedule K-2, K-3, and other international forms typically filed with partnership tax returns
- Interact with clients on administering their investment structures
- Work on wider team projects that are not directly tax-related