Carta

Carta

Senior Associate, Tax Delivery

Sandy, UT · Senior

Sponsorship not specifiedDetected 170 days ago
AccountingERPCommunicationProblem SolvingCritical Thinking

About the role

  • Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence.
  • 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.

Responsibilities

  • how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
  • how do we build a tax engine that will make tax filings feel as simple as ordering a book online?

Requirements

  • You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.
  • You must be confident navigating your way around complex tax structures and documentation in relation to this.
  • 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
  • Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

Skills

  • The Company You'll Join
  • 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.
  • Traditional ERP solutions don't work for Private Funds.
  • Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers.
  • For more information about our offices and culture, check out our Carta careers page.
  • The Team You'll Work With
  • Your clients are the most talented venture capitalists, fund managers and dealmakers in the world.
  • The Problems You'll Solve

Company info

  • 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.
  • 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.
  • 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?

Equal opportunity

  • equal opportunity employer and are committed to providing a positive interview experience for every candidate.

This listing is sourced directly from Carta's careers page and normalized into a canonical job model.