Carta · 3 days ago
Associate, Tax Delivery
Seattle, WA
Full-time
Onsite
New Grad, Entry Level
$74K/yr - $87K/yrCarta is a company that connects founders, investors, and limited partners through innovative software tailored for the private capital market. As a Tax Associate, you will assist in delivering tax returns and support the delivery process while collaborating with various teams to address tax-related client inquiries and enhance operational efficiency.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
Responsibilities
Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable
Scan and file federal and state notices as received and maintain notice tracker
Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members
Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns
Support special projects on an ad-hoc basis
Provide administrative support to tax team leaders
Experience with income tax filing software such as GoSystems Tax RS, but not required
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. You must be confident navigating your way around complex tax structures and documentation in relation to this
Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems
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
Qualification
Required
Must have experience supporting the preparation and filing of tax returns and IRS e-filings
Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable
Scan and file federal and state notices as received and maintain notice tracker
Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members
Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns
Support special projects on an ad-hoc basis
Provide administrative support to tax team leaders
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
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
Preferred
Experience with income tax filing software such as GoSystems Tax RS, but not required
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
Benefits
Equity for all full time roles
Exceptional benefits
Commissions plans
Company
Carta
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.
Founded in 2012
1001-5000 employees
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 StageTotal Funding
$1.16BKey Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market
Leadership Team
Henry Ward
CEO
Charly Kevers
CFO
Recent News
globalventuring.com
2025-12-09
Company data provided by crunchbase