Associate, Tax Delivery

The role

You will assist in delivering tax returns and supporting the delivery process. You will work with the Tax team and collaborate with accounting, fund administration, and compliance teams.

What you will do

• Assist with tax return processing including e-filing and mailing of federal and state filings.
• Scan and file federal and state notices and maintain notice tracker.
• Assist with routing tax-related client inquiries to relevant tax team members.
• Collect and validate tax records and financial data via proprietary software.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Work on wider team projects including legal and financial tasks.
• Interact with clients on administering investment structures.

Required qualifications

• Experience supporting the preparation and filing of tax returns and IRS e-filings.
• High attention to detail: written and quantitative.
• Ability to navigate complex tax structures and documentation.
• Organized and calm under pressure.
• Ability to manage competing demands and solve ambiguous problems.
• 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.

Nice to have

• Experience with income tax filing software such as GoSystems Tax RS

Benefits

• Market competitive salary
• Equity for all full time roles
• Exceptional benefits
• Commissions plans for applicable roles

Before you apply

• Carta uses E-Verify in the United States for employment authorization.

About the company

Carta is a connected platform and AI-native ecosystem for private capital. It provides software, services, and legal infrastructure for founders, fund managers, and legal teams.