Senior Associate, Tax Delivery

The role

You will be a US Federal tax preparer and reviewer using a proprietary tax engine to file tax returns for clients. You will also collaborate with accounting, fund administration, and compliance teams on tax issues related to products and services.

What you will do

• Prepare and file US Federal tax returns and IRS e-filings
• Focus on partnership tax returns
• Collaborate with accounting, fund administration, and compliance teams
• 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 or eligible to sit for CPA exam
• Understanding of US tax filings relating to investment vehicles
• High attention to detail in written and quantitative work
• Ability to manage competing demands and solve ambiguous problems
• Knowledgeable about venture capital
• 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

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.