Technical Senior Manager, Fund Tax
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 the Fund Tax team and work closely with the Head of Fund Tax to manage the tax team and delivery process. You will partner with product and engineering to transform the LP experience by automating and releasing K-1s on the software platform. You will ensure a reliable connection between fund administration and tax products to deliver a seamless client experience, help manage a team of talented tax professionals servicing the client base, and collaborate with cross-functional stakeholders to support business growth. You'll play a key role in expanding tax offerings, including full-service and automated tax prep and filing, as part of the software platform.
Requirements
- 8+ years of applicable tax experience
- Self-starter who can identify potential issues and work to mitigate before they surface
- Passionate and knowledgeable about venture capital and/or private equity
- Organized and calm under pressure, able to manage competing demands while solving ambiguous problems
- Ability to work cross functionally and drive progress forward
- Intimately understand the health and needs of Carta's venture client ecosystem to prioritize growth plans and improve customer engagement and loyalty
- Strong critical thinking, problem solving, and decision making skills
Responsibilities
- Partner with product and engineering to transform the LP experience with K-1s that are released and automated on the software platform
- Ensure a reliable connection between fund administration and tax products to deliver a seamless client experience
- Help manage a team of talented tax professionals that service the client base
- Work collaboratively with cross-functional stakeholders and organizations to support the growth of the business
Benefits
- Equity for all full time roles