Tax Manager
Carta provides an intelligent platform for private capital operations, connecting data, workflows, and people.
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
About the Role
You will act as a US federal tax reviewer, using Carta's proprietary tax engine to prepare and file tax returns and IRS e-filings, focusing on partnership returns for venture capital clients. You will interact with clients on administering their investment structures, collaborate with accounting, fund administration and compliance teams on tax issues, and work on wider projects that are not purely tax-related.
Requirements
- US federal tax experience in preparation and filing of tax returns and IRS e-filings, focusing on partnership returns
- Fully qualified CPA with minimum 2 years post-qualified experience
- At least 4 years of public accounting experience
- Understanding of US state tax filings for investment vehicles
- High attention to detail
- Experience leveraging technology to automate processes
- Strong critical thinking, problem solving and decision making skills
- Knowledge of venture capital
Responsibilities
- Review and file US federal partnership tax returns and IRS e-filings
- Use Carta's proprietary tax engine to file returns for venture capital clients
- Interact with clients on administering their investment structures
- Collaborate with accounting, fund administration and compliance teams on tax issues
- Contribute to wider team projects including legal and financial work
Benefits
- Equity for all full time roles
- Commission plans for applicable roles