Associate, Tax Delivery

Carta Carta · Fintech · New Jersey, NY +3 · Tax

Carta is seeking an Associate, Tax Delivery to join their Tax team. This role will assist in preparing and filing tax returns, managing client inquiries, and supporting special projects. The ideal candidate will have experience with tax return preparation and e-filing, strong attention to detail, and the ability to leverage technology to automate processes. The role is focused on productizing professional services in tax, finance, and technology.

What you'd actually do

  1. Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
  2. 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?
  3. 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?
  4. Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
  5. Scan and file federal and state notices as received and maintain notice tracker.

Skills

Required

  • Experience supporting the preparation and filing of tax returns and IRS e-filings
  • Attention to detail
  • Ability to leverage technologies to automate processes
  • Critical thinking
  • Problem solving
  • Decision making skills
  • Effective communication
  • Multitasking

Nice to have

  • Experience with income tax filing software such as GoSystems Tax RS

What the JD emphasized

  • Must have experience supporting the preparation and filing of tax returns and IRS e-filings.