Senior 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'll 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 venture capitalists, fund managers and dealmakers, and you'll collaborate with accounting, fund administration and compliance teams on relevant tax issues while productizing tax workflows and scaling post-deal processes for investment structures.
Requirements
- Must have 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 and ability to navigate complex tax structures and documentation
- Organized and calm under pressure
- 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 and multitasking skills to meet multiple deadlines
Responsibilities
- Prepare and file US Federal partnership tax returns and IRS e-filings
- Leverage Carta's proprietary tax engine to file tax returns for clients
- Collaborate with accounting, fund administration and compliance teams on tax issues
- Help productize tax workflows to deliver fast and accurate tax solutions
- Interact with clients on administering their investment structures
- Work on wider team projects that are not directly tax-related
Benefits
- Equity for all full time roles
- Exceptional benefits
