Senior Associate, Tax Delivery
Job Description
The Company You’ll Join
Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.
Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.
For more information about our offices and culture, check out our Carta careers page.
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 des
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