Technical Senior Manager, Fund Tax

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.

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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.

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Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

Join Carta's Fund Tax team to manage the tax team and delivery process, improve the LP experience through automated K-1s, connect fund administration and tax products, support client engagement, and expand automated tax preparation and filing offerings.

Requirements

  • 8+ years of applicable tax experience
  • Ability to identify and mitigate potential issues proactively
  • Knowledge of venture capital and/or private equity
  • Ability to manage competing demands and solve ambiguous problems
  • Ability to work cross-functionally and drive progress
  • Understanding of Carta's venture client ecosystem and customer engagement needs
  • Strong critical thinking, problem-solving, and decision-making skills

Responsibilities

  • Partner with product and engineering to automate and release K-1s on Carta's software platform
  • Ensure a reliable connection between fund administration and tax products
  • Help manage a team of tax professionals serving the client base
  • Collaborate with cross-functional stakeholders to support business growth

Benefits

  • Equity for all full time roles