Associate, Tax Delivery

Carta
San Francisco, Santa Clara, Hamilton, Seattle, New York, New Jersey
Workplace: OnsiteFull timeUSD 79,135 - 93,100Function: Transportation & Fleet OperationsSkills: ["Attention to detail","Organized","Problem-solving","Critical thinking","Communication"]

Deliver federal and state tax returns for Carta’s venture capital and private markets clients. Support IRS e-filings, including processing, e-filing and mailing, scanning and filing notices with a tracker, and routing tax inquiries to the right internal teams. Collect and validate tax records and financial data using Carta Tax software to enable accurate return preparation and reviews, while providing administrative support and helping on ad-hoc special projects.

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FursaFursa
Carta
Carta
1 year ago

Associate, Tax Delivery

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

Job Summary

Deliver federal and state tax returns for Carta’s venture capital and private markets clients. Support IRS e-filings, including processing, e-filing and mailing, scanning and filing notices with a tracker, and routing tax inquiries to the right internal teams. Collect and validate tax records and financial data using Carta Tax software to enable accurate return preparation and reviews, while providing administrative support and helping on ad-hoc special projects.
Location: San Francisco, Santa Clara, Hamilton, Seattle, New York, New Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Transportation & Fleet Operations
Seniority: Entry level

Key Responsibilities

  • •Assist with tax return processing, including e-filing and mailing of federal and state filings, as applicable.
  • •Scan and file federal and state notices and maintain a notice tracker.
  • •Route tax-related client inquiries to the relevant federal, state, or international tax team members.
  • •Collect and validate tax records and financial data via proprietary Carta Tax software to support return preparations and reviews.
  • •Support special projects on an ad-hoc basis and provide administrative support to tax team leaders.

Pay and Benefits

Salary: USD 79,135 - 93,100
Equity and Bonus:Equity

Key Requirements

  • •Experience supporting the preparation and filing of tax returns and IRS e-filings.
  • •Assist with tax return processing, including e-filing and mailing of federal and state filings.
  • •High attention to detail for working with complex tax structures and documentation, both written and quantitative.
  • •Organized and calm under pressure, able to manage competing demands and deadlines.
  • •Experience leveraging technologies to automate processes and gain efficiencies (income tax filing software experience like GoSystems Tax RS is a plus).
Skills:Attention to detailOrganizedProblem-solvingCritical thinkingCommunication
Languages:English
Tech Stack:IRS e-filingsGoSystems Tax RSCarta Tax

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