Tax Manager

Posted 2 Days Ago
Be an Early Applicant
Santa Clara, CA, USA
Hybrid
120K-178K Annually
Mid level
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
Review and file U.S. federal partnership tax returns and IRS e-filings for venture capital clients using Carta’s tax engine. Address state tax filings for investment vehicles, collaborate with accounting, fund administration, compliance, legal, and financial teams, interact with clients, and help automate tax workflows and scale post-deal processes.
Summary Generated by Built In
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 Problems You’ll Solve 
  • Turning professional services into products is challenging: how do you productise 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?
The Team You'll Work With

You’ll be joining Carta’s 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.

About You

Must have US federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (with a minimum of 2 years post qualified experience) with at least 4 years experience in public accounting,  who understands the intricacies of US state tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

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.
  • Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up.
  • 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.
  • 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.
Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

  •  $119,510.00 - $169,100.00 in Seattle, WA
  •  $125,800.00- $178,000.00 in San Francisco, CA; Santa Clara, CA & New York City, NY

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

Disclosures:

  • 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. 
  • Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
  • For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to [email protected].

Skills Required

  • U.S. federal tax experience preparing and filing tax returns and IRS e-filings
  • Experience focused on partnership tax returns
  • Fully qualified CPA
  • At least 2 years of post-qualified experience
  • At least 4 years of public accounting experience
  • Experience with U.S. state tax filings related to investment vehicles
  • Knowledge of venture capital and investment structures
  • Experience using technology to automate processes and improve efficiency
  • Strong written, quantitative, critical-thinking, problem-solving, decision-making, communication, organizational, and multitasking skills

Carta Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Carta and has not been reviewed or approved by Carta.

  • Fair & Transparent Compensation — Compensation is portrayed as market-competitive in many roles, with particularly strong positioning in engineering and product packages. Pay is also framed as comparatively strong versus other aspects of the overall employee experience.
  • Parental & Family Support — Parental leave is positioned as notably generous, with extended paid leave for birthing parents and paid bonding leave for all parents. Family-building support is also emphasized through fertility treatment and egg-freezing coverage.
  • Leave & Time Off Breadth — Time off is structured with a required minimum amount of paid leave and then additional flexibility through an unlimited PTO and sick-time approach. This design is intended to ensure time off is actually taken while preserving flexibility beyond the minimum.

Carta Insights

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The Company
HQ: San Francisco, CA
1,902 Employees
Year Founded: 2012

What We Do

Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is setting a new standard as the end-to-end platform for private markets. Our best-in-class solution for fund management seamlessly integrates investor and portfolio company insights via a suite of tools designed ground-up to support the strategic impact of the fund CFO. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.

Why Work With Us

Carta is a place where everyone can be the best version of themselves. We're a team of unconventional builders who's focus is to create infrastructure for innovators. Join our team and help us to create more owners.

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