Manager, Tax Delivery

Carta Carta · Fintech · San Francisco, CA · Tax

Manager, Tax Delivery at Carta, a fintech company focused on private markets infrastructure. The role involves using Carta's proprietary tax engine to file tax returns for Venture Capital clients, productizing professional services into scalable tax solutions, and collaborating with accounting, fund administration, and compliance teams. Requires US Federal tax experience, CPA qualification, and strong attention to detail.

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?

Skills

Required

  • US Federal tax experience for preparation and filing of tax returns and IRS e-filings
  • Partnership tax returns
  • CPA qualification
  • Understanding of US tax filings relating to investment vehicles
  • High attention to detail (written and quantitative)
  • Ability to navigate complex tax structures and documentation
  • Organization and ability to manage competing demands
  • Problem-solving skills
  • Decision-making skills
  • Effective communication skills
  • Multitasking skills

Nice to have

  • Experience related to filing obligations and completion of forms Schedule K-2 and K-3
  • Experience with international forms typically filed with a partnership tax return
  • Experience on wider team projects (legal, financial)
  • Client interaction on administering investment structures

What the JD emphasized

  • US Federal tax experience
  • partnership tax returns
  • fully qualified CPA
  • investment vehicles
  • automated and simplified
  • Schedule K-2 and K-3
  • international forms
  • High attention to detail
  • complex tax structures and documentation