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Carta

Fintech platform streamlining fundraising, equity, back-office

Senior Associate - Tax Delivery

Tax AccountingConfirmed live in the last 24 hours
Full-timeSeattle, WA, 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 (CPA) or eligible to sit for the CPA exam.
  • Must understand U.S. tax filings relating to investment vehicles.
  • Must be able to navigate complex tax structures and documentation with high attention to written and quantitative detail.
  • Must be organized and calm under pressure, manage competing demands, and persevere through ambiguous problems.
  • Must be passionate and knowledgeable about venture capital and understand the pressures facing clients.
  • Must have experience leveraging technology to automate processes and improve efficiency.
  • Must have strong critical-thinking, problem-solving, and decision-making skills.
  • Must communicate effectively and multitask to meet multiple deadlines.

Responsibilities

  • Prepare and review U.S. federal tax returns for clients using Carta’s proprietary tax engine.
  • File tax returns and IRS e-filings, focusing on partnership tax returns.
  • Collaborate with Carta accounting, fund administration, and compliance teams on tax issues related to Carta’s products and services.
  • Work on wider team projects beyond tax, including legal and financial matters, and interact with clients on administering their investment structures.
  • Contribute to productizing tax workflows and scaling post-deal processes for venture-capital investment structures.

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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