Senior Associate, Tax Delivery jobs in United States
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Carta · 3 days ago

Senior Associate, Tax Delivery

Carta is a company that connects founders, investors, and limited partners through world-class software designed for venture capital and private equity. The Senior Associate in Tax Delivery will be responsible for preparing and reviewing US Federal tax returns, collaborating with various teams, and enhancing tax solutions for clients in the private capital market.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Turning professional services into products is challenging: how do you productize workflows so that we can 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 will make tax filings feel 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 fun to use as the last one created?

Qualification

US Federal tax experienceCPA qualificationTax return preparationInvestment vehicle knowledgeMultitaskingCritical thinkingProblem solvingEffective communicationAttention to detailOrganizational skills

Required

Must have US Federal tax experience for 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 CPA exam) who understands the intricacies of US tax filings relating to investment vehicles
Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures
High attention to detail: written and quantitative
Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems
Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
You're interested in working on projects in a fast-paced environment with a supportive team and as an individual
You have experience leveraging technologies to automate processes and gain efficiencies
You have strong critical thinking, problem solving, and decision making skills
You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

Benefits

Equity for all full time roles
Exceptional benefits
Commissions plans

Company

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.

H1B Sponsorship

Carta has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (37)
2024 (30)
2023 (32)
2022 (13)
2021 (38)
2020 (36)

Funding

Current Stage
Late Stage
Total Funding
$1.16B
Key Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market

Leadership Team

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Henry Ward
CEO
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Charly Kevers
CFO
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Company data provided by crunchbase