Tax Senior (San Francisco)

The Team Youll Work With

Youll be joining Cartas Tax team as a US Federal tax preparer and reviewer, leveraging Cartas proprietary tax engine to file tax returns for our 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, which includes legal, vehicle formation, banking, investor onboarding, and more.

You will also collaborate with our wider Carta accounting, fund administration, and compliance teams on relevant tax issues related to Cartas products and services.

The Problems Youll Solve

• Turning professional services into products is challenging: how do you productize workflows to 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 makes tax filings 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 user-friendly as the last?

About You

You must have US Federal tax experience in the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for the CPA exam) with at least 2 years of experience in public accounting, understanding the intricacies of US tax filings related to investment vehicles, and have a passion for automation and simplification.

You are excited to work on wider team projects that are not directly tax-related (e.g., legal, financial) and interact with clients on administering their investment structures.

• High attention to detail: both written and quantitative. You are confident navigating complex tax structures and documentation.
• Organized and calm under pressure, able to manage competing demands and persevere through ambiguous problems.
• Passionate and knowledgeable about venture capital, understanding client pressures and eager to contribute in a fast-paced startup environment.
• Interested in working on projects in a dynamic environment with a supportive team and independently.
• Experience leveraging technology to automate processes and improve efficiency.
• Strong critical thinking, problem-solving, and decision-making skills.
• Excellent communication skills and ability to multitask to meet deadlines.

  Salary

  Carta offers a competitive salary, equity, exceptional benefits, and, where applicable, commission plans. The expected cash compensation range for this role is:

• 96,900 - $114,000 in Seattle, WA
• 102,000 - $120,000 in San Francisco, CA; Santa Clara, CA; and New York City, NY

Final offers may vary based on location, experience, and other factors. We are committed to diversity and inclusion and provide accommodations for candidates with disabilities. Learn more about us and our values on our website.

Important Security Notice for Candidates

All official communications will come from an @carta.com domain. Be wary of scams and report suspicious activity immediately.

Awards and Recognitions

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