Senior Associate, Tax Delivery

Carta
Utah, New Jersey, New York, San Francisco, Santa Clara, Seattle
Full timeFunction: Transportation & Fleet OperationsSkills: ["Communication","Problem-solving","Teamwork"]

Join Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging our proprietary tax engine to file returns for venture capital clients. You’ll focus on partnership tax, collaborate with accounting, fund administration and compliance teams, and help scale tax workflows through automation while engaging with clients on investment structures.

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FursaFursa
Carta
Carta
1 year ago

Senior Associate, Tax Delivery

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Join Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging our proprietary tax engine to file returns for venture capital clients. You’ll focus on partnership tax, collaborate with accounting, fund administration and compliance teams, and help scale tax workflows through automation while engaging with clients on investment structures.
Location: Utah, New Jersey, New York, San Francisco, Santa Clara, Seattle
Employment Type: Full time
Job Function: Transportation & Fleet Operations

Key Responsibilities

  • •Prepare and file US Federal tax returns and IRS e-filings for partnership structures.
  • •Review partner and investor tax filings to ensure accuracy and compliance using Carta’s tax engine.
  • •Collaborate with Carta’s accounting, fund administration and compliance teams on tax issues related to products and services.
  • •Help translate professional services workflows into productized tax solutions, contributing to automation initiatives.
  • •Communicate effectively with clients and internal stakeholders, managing multiple deadlines in a fast-paced 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.
  • •Fully qualified CPA (or eligible to sit for CPA exam) who understands US tax filings relating to investment vehicles.
  • •Experience leveraging technologies to automate processes and gain efficiencies.
  • •Interested in working on wider team projects (e.g., legal, financial) and interacting with clients on administering investment structures.
  • •High attention to detail; ability to navigate complex tax structures and documentation.
Experience:Venture capitalPrivate marketsFund administrationPrivate equity
Skills:CommunicationProblem-solvingTeamwork
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