Manager, 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'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 work with venture capitalists, fund managers and dealmakers, collaborate with accounting, fund administration and compliance teams, help productize professional services workflows, contribute to building a tax engine that simplifies tax filings, and support automation of post-deal processes for investment structures in venture capital.
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 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
- Effective communication and multitasking abilities
Responsibilities
- Prepare and file US Federal partnership tax returns and IRS e-filings
- Review complex tax structures and documentation for venture capital investment vehicles
- Collaborate with accounting, fund administration and compliance teams on tax issues
- Work on productizing tax workflows to improve filing speed and accuracy
- Support automation of post-deal processes for investment structures
- Interact with clients on administering their investment structures
- Contribute to wider team projects that are not directly tax-related
