Senior Associate, Tax Delivery

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines