Carta

Manager, Tax Delivery

Sandy, UT. Posted 23 months ago

The role

You will act as a US Federal tax reviewer for Venture Capital clients. You will use Carta's proprietary tax engine to file tax returns and collaborate with accounting, fund administration, and compliance teams.

What you will do

  • Review US Federal tax returns for Venture Capital clients
  • Leverage Carta's proprietary tax engine to file tax returns
  • Collaborate with accounting, fund administration, and compliance teams on tax issues
  • Work on wider team projects including legal and financial tasks
  • Interact with clients on administering investment structures

Required qualifications

  • US Federal tax experience for the preparation and filing of tax returns and IRS e-filings
  • Focus on partnership tax returns
  • Fully qualified CPA
  • High attention to detail in written and quantitative tasks
  • Ability to manage competing demands and solve ambiguous problems
  • Strong critical thinking, problem solving, and decision making skills
  • Ability to communicate effectively and multitask to meet multiple deadlines

Nice to have

  • Experience related to filing obligations and completion of forms Schedule K-2 and K-3
  • Experience with other international forms typically filed with a partnership tax return

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.

Manager, Tax Delivery at Carta | JobZoey