Manager, Tax Delivery

Carta•Seattle, WA

3d•$123,548 - $145,350

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 equity. 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. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.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. You’ll be joining Carta’s Fund Tax team as a US Federal tax reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital 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 be part of helping grow the venture capital ecosystem. 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.

Requirements

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.
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.
High attention to detail: written and quantitative.
Confident navigating your way around complex tax structures and documentation in relation to this.
Organized and calm under pressure, able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
Interested in working on projects in a fast-paced environment with a supportive team and as an individual.
Strong critical thinking, problem solving, and decision making skills.
Pride in ability to communicate effectively.
Able to multitask to meet multiple deadlines.

Nice To Haves

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).

Responsibilities

Leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients.
Collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.
Interacting with clients on administering their investment structures.