Manager, Tax Delivery
Join Carta as a Manager in Tax Delivery, leveraging technology to streamline tax solutions for venture capital clients.
Posted by employer 1 year ago
First seen on Joblaze 3 months ago
Last verified on the company career page 1 day ago
Skills & Technologies
Requirements
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, years of experience, work arrangement, visa sponsorship.
Joblaze summary
In the role of Manager, Tax Delivery at Carta, the individual will focus on reviewing US Federal tax returns for venture capital clients, utilizing Carta's proprietary tax engine to enhance efficiency and accuracy. Essential skills include a deep understanding of partnership tax returns and experience with IRS e-filings, particularly forms Schedule K-2 and K-3. This position is ideal for a CPA with a strong background in tax, who thrives in a fast-paced environment and enjoys collaborating on cross-functional projects. Carta's innovative approach to private market infrastructure offers a unique opportunity to shape the future of tax solutions.
Joblaze insights
- Listed about 3 months ago on Joblaze — tracked directly from Carta's career page.
- Carta has 65 other open roles including Strategic Account Executive - Private Markets, Europe, Legal Partnerships / BD Manager, Workday Systems Payroll- HCM Manager.
- 7 active CPA roles on Joblaze right now.
Quick facts
- What's the tech stack?
- Joblaze extracted these technologies from the posting: CPA, US Federal tax, partnership tax returns.
- What seniority level is this role?
- Carta targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Manager, Tax Delivery role at Carta.
From the original posting
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 Team You’ll Work With
You’ll be joining Carta’s Fund 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.
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 who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified. Experience related to filing obligations and completion of forms Schedule K-2 and K-3 as well as other international forms typically filed with a partnership tax return is a plus.
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.
- You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
- 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
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 security@carta.com.