Manager, Tax Delivery

Carta
Utah, San Francisco
Workplace: OnsiteFull timeFunction: Transportation & Fleet OperationsEducation: professionalSkills: ["Communication","Problem-solving","Attention to detail","Time management","Collaboration"]

Lead US Federal tax delivery for venture capital clients, leveraging Carta’s tax engine to prepare and file partnership returns, Schedule K-2/K-3, and IRS e-filings. Collaborate with accounting, fund administration, and compliance teams to scale post-deal tax workflows, productize tax processes, and support clients with investment structures. CPA, detail-oriented, and able to manage multiple deadlines in a fast-paced environment.

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FursaFursa
Carta
Carta
1 year ago

Manager, Tax Delivery

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Lead US Federal tax delivery for venture capital clients, leveraging Carta’s tax engine to prepare and file partnership returns, Schedule K-2/K-3, and IRS e-filings. Collaborate with accounting, fund administration, and compliance teams to scale post-deal tax workflows, productize tax processes, and support clients with investment structures. CPA, detail-oriented, and able to manage multiple deadlines in a fast-paced environment.
Location: Utah, San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Manager level

Key Responsibilities

  • •Prepare and file US Federal tax returns for partnership structures and related IRS e-filings.
  • •Collaborate with Carta’s Fund Tax, accounting, fund administration and compliance teams on tax issues related to products and services.
  • •Help scale post-deal tax workflows by productizing and automating tax processes.
  • •Engage with clients to administer their investment structures and address tax-related questions.
  • •Contribute to projects beyond tax (e.g., legal/financial) within a fast-paced team environment.

Key Requirements

  • •Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.
Experience:Venture capitalPrivate fundsFunds
Education:Professional (JD, MD, etc.)
Skills:CommunicationProblem-solvingAttention to detailTime managementCollaboration
Certifications:CPA
Languages:English

Company Brief

Carta
Provides equity management, cap table software, and valuation services for private companies and investors. Carta streamlines ownership tracking, employee equity plans, and compliance for startups, venture-backed firms, and venture capital investors.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series G
Headquarters: San Francisco, United States
Founded: 2012
WebsiteLinkedIn