Associate, Tax Delivery

The Role

As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realise their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

Responsibilities

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• 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.

Benefits

• Collaborate with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta's products and services.
• 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.