Tax Senior

Posted 22 Days Ago
Be an Early Applicant
6 Locations
1-3 Years Experience
Fintech • Software
Carta develops purpose-built software that transforms traditional accounting into a powerful growth engine.
The Role
As a Tax Senior at Carta, you will prepare and review US Federal tax returns for clients including venture capitalists and fund managers, utilizing Carta’s proprietary tax engine. You will collaborate with the accounting and compliance teams, solve complex tax-related problems, and work on projects that streamline tax processes and enhance client interactions.
Summary Generated by Built In
The Company You’ll Join

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.

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?

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 (or eligible to sit for CPA exam) with at least 2 years experience in public accounting, who understands the intricacies of US 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: 

  •  $96,900.00 - $114,000.00 in Seattle, WA
  •  $102,000.00 - $120,000.00 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.


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. 

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy. Please note that all official communications from us will come from an @carta.com domain.

 

The Company
HQ: San Francisco, CA
1,902 Employees
Hybrid Workplace
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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