Full-Time

Tax Manager

Posted on 12/7/2024

Carta

Carta

1,001-5,000 employees

Financial platform for fundraising and equity management

Compensation Overview

$119.5k - $178k/yr

+ Equity + Commission

Senior

San Francisco, CA, USA

Category
Tax Accounting
Accounting
Requirements
  • 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.
  • Understand the intricacies of US state tax filings relating to investment vehicles.
  • High attention to detail: written and quantitative.
  • Organized and calm under pressure, able to manage competing demands on your time.
  • Passionate and knowledgeable about venture capital.
  • Experience leveraging technologies to automate processes and gain efficiencies.
  • Strong critical thinking, problem solving, and decision making skills.
  • Ability to communicate effectively and multitask to meet multiple deadlines.
Responsibilities
  • Leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients.
  • Collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

Carta provides a platform that simplifies the fundraising process for businesses, particularly startups, venture capitalists, and private equity firms. The platform offers a range of tools and services that help manage assets, automate back office operations, and provide insights into investment portfolios. One of its standout features is the use of machine learning to deliver real-time market intelligence, which aids businesses in making informed decisions about employee compensation. Additionally, Carta facilitates equity sales for employees and investors, making what can be a complicated process much easier. Unlike many competitors, Carta focuses on providing a comprehensive suite of services that cover not just fundraising but also audit, tax, and valuation support. The goal of Carta is to make fundraising faster, easier, and more cost-effective for its clients.

Company Size

1,001-5,000

Company Stage

Series G

Total Funding

$1.1B

Headquarters

San Francisco, California

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for equity management solutions boosts Carta's market potential.
  • Partnership with Herzog enhances Carta's equity management services, attracting more clients.
  • Rising Series A valuations present growth opportunities for Carta's valuation services.

What critics are saying

  • Data breach incident may lead to loss of client trust and legal challenges.
  • Emergence of competitors like Slice threatens Carta's market share in equity management.
  • Decline in venture deal count and cash raised poses revenue challenges for Carta.

What makes Carta unique

  • Carta digitizes equity management, offering real-time ownership insights for startups.
  • The platform simplifies compensation decisions with robust data and market intelligence.
  • Carta supports audit, tax, valuations, and fund formations, streamlining back office operations.

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Benefits

Free lunch and snacks

Equity

Employee liquidity every 12-18 months

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
TechCrunch
May 7th, 2025
Carta Supports SimpleClosure with $15M Series A

In February 2024, Carta launched a startup winddown service called Carta Conclusions but decided to discontinue it by December. Instead, Carta is now supporting SimpleClosure, a startup focused on facilitating business closures, by backing its $15 million Series A funding round.

Crowdfund Insider
Mar 4th, 2024
Common Stock Vs. Preferred Shares In Crowdfunding: Investors Should Understand Common Equity In Crowdfunded Offerings

Numerous types of private securities are being sold to investors via online investment platforms. Investment crowdfunding has opened up a new market for all investors – including non-accredited investors. While debt is less risky than equity, in general, the returns may be limited if a company has a good exit. But when it comes to equity, common shares may lose out to preferred shares if the company is acquired for a lower valuation than the funding round when the investor bought shares. Liquidation and dilution rights count – a lot.Carta has a good explanation of the two options. In an event where a company is sold for less than originally invested, the preferred may receive their entire investment back

VentureBeat
Feb 28th, 2024
Slice Wants To Make It Easier For Companies To Distribute And Track Equity

It’s not all about the Benjamins, baby — particularly for executive compensation, but increasingly, all levels of employees at firms around the globe. At the start of the first dot com boom in the 1990s, equity emerged as one of the most compelling parts of new hire offer packages for employees at varying levels, according to Matt Simon at MyStockOptions.com. This was particularly true, and has remained true, at tech firms and startups — even as macroeconomic trends have caused a slowdown in total value of equity awards. But throughout all this time, the question for companies awarding equity has been how to ensure it is portioned out wisely, sagely, for the sake of the business’s success, and tracked to comply with all applicable laws in the places in which employees work? A secondary question that remains urgent to the employees themselves: how to track and access their equity awards and maturation cycles? Now a new startup, Slice, based in Tel Aviv, Israel and San Francisco, California, has emerged from stealth to help answer these questions. Armed with $7 million in seed funding, it seeks to offer an automated solution for global equity management geared toward both company finance departments and the employees they serve

TechCrunch
Feb 27th, 2024
Why VCs are investing in startups that help other startups shut down

Earlier this month, equity management startup Carta revealed that it was getting into the game as well with a new offering called Carta Conclusions.

Refresh Miami
Feb 20th, 2024
Miami: The Dubai Of The Western Hemisphere

By Peter Yared – Guest ContributorPeter Yared. Dubai reopened aggressively during the pandemic with extensive testing and vaccination programs. It has since outpaced its primary competitor, Singapore, as the key destination for the wealthy seeking sunshine, lifestyle, and lower taxes. Dubai now stands alone in the Eastern hemisphere as the nexus point for the wealthy of the Middle East, Asia, Russia, and many Europeans.Similarly, Miami became a top destination for the wealthy through the pandemic and has now emerged as the Dubai of the Western hemisphere. Already considered the “capital of Latin America,” Miami has become the nexus point for the wealthy of the U.S., Canada, and Europe for the same reasons as Dubai: sunshine, lifestyle, and lower taxes.Very much like Dubai, the culture of Miami encourages emigration, success, capitalism, and wealth. The local government, led by Mayor Francis Suarez, actively seeks to expand the city and attract new business.The new peopleFor those who have not visited Miami since before the pandemic, it’s hard to comprehend how much has changed

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