Carta Associate, Tax Delivery at Carta to assist in delivering tax returns and supporting the delivery process. Work with venture capitalists, fund managers, and dealmakers to support tax filings and related processes.
Responsibilities
Assist with tax return processing including e-filing and mailing of federal and state filings
Scan and file federal and state notices as received and maintain notice tracker
Qualification
High attention to detailOrganized and calm under pressure
Required
Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
Scan and file federal and state notices as received and maintain notice tracker.
Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
Support special projects on an ad-hoc basis.
Provide administrative support to tax team leaders.
Experience with income tax filing software such as GoSystems Tax RS, but not required.
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 experience leveraging technologies to automate processes and gain efficiencies.
