Senior Associate, Tax Delivery

Carta•Seattle, WA

19d•$90,440 - $106,400

About The Position

The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. 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?

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 (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles.
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.
Passionate and knowledgeable about venture capital.
Experience leveraging technologies to automate processes and gain efficiencies.
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

Burning desire to see tax automated and simplified.
Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial).

Responsibilities

US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.
Leveraging Carta’s proprietary tax engine to file tax returns for our 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.
Working on projects in a fast-paced environment with a supportive team and as an individual.