Carta Manager, Tax Delivery at Carta responsible for US Federal tax review and filing for Venture Capital clients. Collaborate with accounting, fund administration, and compliance teams on tax issues related to Carta’s products.
Responsibilities
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?
Qualification
High attention to detailOrganized and calm under pressureYou have strong critical thinking
Required
You are a fully qualified CPA who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified. Experience related to filing obligations and completion of forms Schedule K-2 and K-3 as well as other international forms typically filed with a partnership tax return is a plus.
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.
You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
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
We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
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Preferred
Experience with filing Schedule K-2 and K-3
Experience with international forms filed with partnership tax returns
