Associate, Tax Delivery

Carta•Seattle, WA

2d•$74,290 - $87,400•Remote

About The Position

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 Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Tax Associate, you’ll work to: 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? You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process. You will be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

Requirements

Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
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 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.

Nice To Haves

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)

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 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.
Interacting with clients on administering their investment structures.