The Problems You’ll Solve

• Through partnership with product and engineering, transform the GP and LP experience with K-1s that are released and automated on our software platform
• Provide internal and external enablement to help align expectations to help ensure we balance delivery output with customer expectations
• Collaborate with customer facing teams to help establish proper delivery to both GP and LP constituents
• Ensure a reliable connection between fund administration and tax products in order to deliver a seamless client experience
• Help manage a team of talented tax professionals that service our client base
• Work collaboratively with cross-functional stakeholders and organizations to support the growth of the business

The Team You’ll Work With

We are looking for a leader to join our Tax Team. In this role, you will work closely with the Head of Fund Administration Tax to manage the tax team and delivery process. Carta is currently trusted by over 2,000 firms with over $120B in assets. Carta Tax launched for the 2023 tax season and demand continues to grow as we firmly establish our practice. There’s an enormous opportunity to expand our offerings to these firms to include full service (and automated) tax prep and filing as part of our software platform. 

Partnering closely with the Head of FA Tax, R&D, and the delivery team at large you will help transform how tax is delivered. In tandem, you will help lead a talented organization of tax professionals who are equally as energized by the idea of automating and transforming the FA tax space.

About You

• 8+ years of applicable tax experience
• Self-starter who can identify potential issues and work to mitigate before they surface
• Passionate and knowledgeable about venture capital and/or private equity: you intimately understand the pressures facing our clients and are ready to roll up your sleeves
• Organized and calm under pressure, you are able to manage competing demands on your time, while persevering to solve ambiguous problems
• Ability to work cross functionally and drive progress forward
• Intimately understand the health and needs of Carta’s venture client ecosystem and use this knowledge to prioritize our growth plans and improve customer engagement and loyalty
• Strong critical thinking, problem solving, and decision making skills

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is:

 $175,560.00 - $219,450.00 in Seattle, WA
 $184,800.00 - $231,000.00 in San Francisco, CA; Santa Clara, CA & New York City, NY

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.