Carta · 2 weeks ago
Senior Associate, Tax Delivery
Sandy, UT
Full-time
Onsite
Senior LevelCarta is a leading software company connecting founders, investors, and limited partners in venture capital and private equity. They are seeking a Senior Associate for their Tax team to prepare and review US Federal tax returns, leveraging Carta’s proprietary tax engine to provide clients with efficient and accurate tax solutions.
Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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
Required
US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns
Fully qualified CPA (or eligible to sit for CPA exam)
Understanding of 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)
High attention to detail: written and quantitative
Organized and calm under pressure, able to manage competing demands on time
Passionate and 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
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 & Co-Founder
Charly Kevers
CFO
Recent News
2026-01-19
2026-01-19
Company data provided by crunchbase