C

Carta

Fintech platform streamlining fundraising, equity, back-office

Tax Manager

Tax AccountingPosted on Nov 13
Full-timeSanta Clara, CA, USAIn-person

About the Job

Requirements

  • Must have U.S. federal tax experience preparing and filing tax returns and IRS e-filings, with a focus on partnership tax returns.
  • Must be a fully qualified Certified Public Accountant with a minimum of two years of post-qualification experience.
  • Must have at least four years of public accounting experience.
  • Must understand U.S. state tax filings relating to investment vehicles.
  • Must be confident navigating complex tax structures and documentation with high attention to written and quantitative detail.
  • Must be able to manage competing demands, persevere in solving ambiguous problems, and meet multiple deadlines.
  • Must have experience leveraging technologies to automate processes and improve efficiency.
  • Must have strong critical-thinking, problem-solving, and decision-making skills.
  • Must be able to communicate effectively and multitask.

Responsibilities

  • Review U.S. federal tax returns and leverage Carta’s proprietary tax engine to file returns for venture capital clients.
  • Collaborate with Carta accounting, fund administration, and compliance teams on tax issues related to Carta’s products and services.
  • Work on broader cross-functional projects, including legal and financial projects, and interact with clients to administer their investment structures.

Desired Qualifications

  • Passion for and knowledge of venture capital, including understanding clients’ pressures.
  • Interest in working on projects in a fast-paced environment with a supportive team, both collaboratively and independently.

About the Company

Carta

Fintech platform streamlining fundraising, equity, back-office

Carta provides a fintech platform that helps startups, venture capitalists, and private equity firms manage fundraising, equity, and related back-office tasks. It automates processes such as compensation planning with real-time market data and machine learning, and also supports equity sales, audits, tax matters, valuations, and fund formations within a single system. The platform differentiates itself by offering an integrated suite that combines fundraising workflow, equity management, portfolio insights, and market data in one place. The goal is to make fundraising faster, easier, and more cost-effective while helping organizations manage their equity and portfolios more efficiently.

Company size
1,001-5,000
Company stage
Series G
Total funding
$1.1B
Headquarters
San Francisco, CA
Founded
2012

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