Tax Manager

Carta; Santa Clara (CA); Sur place; USD 120 000 - 178 000; Plein temps

Avantages offerts par ce poste

Equity

Excellent benefits

Commission plans

Résumé du poste

Carta is seeking a US Federal Tax Reviewer to file tax returns for Venture Capital clients using Carta’s tax engine. You will collaborate with our accounting, fund administration and compliance teams to ensure accurate e-filings and optimized tax processes.

We require a qualified CPA with at least 2 years post-qualification experience and 4 years in public accounting, with deep knowledge of US state tax filings for investment vehicles.

Qualifications

• 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 with a minimum of 2 years post qualified experience with at least 4 years in public accounting.
• Interacting with clients on administering investment structures and collaborating with teams on tax issues.
• Strong attention to detail and ability to navigate complex tax structures and documentation.

Responsabilités

• Prepare and file US federal and state tax returns for venture capital clients.
• Work with Carta's tax engine to streamline filings and improve accuracy.
• Collaborate with accounting, fund administration and compliance teams on tax-related issues.
• Communicate with clients to administer investment structures and provide tax guidance.

Connaissances

US federal tax experience

CPA qualification

Attention to detail

Communication skills

Team collaboration

Formation

CPA (Certified Public Accountant)

Bachelor's degree in Accounting or related field

Description du poste

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.

• 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.

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.
• 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 [e-mail].

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Carta’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.