Senior Associate, 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 will join Carta's Tax team as a US Federal tax preparer and reviewer, using Carta's proprietary tax engine to file tax returns for clients. Your clients are among the most talented venture capitalists, fund managers and dealmakers in the world, and you'll help them realize their ambitions through Carta's investment stack. You will collaborate with Carta's wider accounting, fund administration and compliance teams on tax issues related to Carta's products and services, and work on productizing tax workflows and scaling 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 or eligible to sit for the CPA exam
- Understanding of US tax filings relating to investment vehicles
- High attention to detail, written and quantitative
- Ability to navigate complex tax structures and documentation
- Organized and calm under pressure with ability to manage competing demands
- Passionate and knowledgeable about venture capital
- Experience leveraging technologies to automate processes and gain efficiencies
- 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 partnership tax returns and IRS e-filings
- Review tax filings for accuracy and compliance
- Leverage Carta's proprietary tax engine to file client tax returns
- Collaborate with accounting, fund administration and compliance teams on tax issues
- Work on productizing tax workflows to improve speed and accuracy
- Help scale post-deal processes for investment structures
- Interact with clients on administering their investment structures