Senior Associate, Tax Delivery

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

This role is for a Senior Associate on Carta's Tax team, focusing on US Federal tax preparation and filing for clients using Carta's proprietary tax engine. The role involves productizing tax workflows, automating processes, and collaborating with finance, tax, and technology teams to simplify tax filings for venture capital clients. It requires CPA qualification and experience with partnership tax returns.

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 preparation and filing
  • Partnership tax returns
  • CPA qualification (or eligibility)
  • Understanding of investment vehicle tax filings
  • Attention to detail
  • Ability to manage competing demands
  • Problem-solving skills
  • Critical thinking
  • Decision making skills
  • Effective communication

Nice to have

  • Experience leveraging technologies to automate processes and gain efficiencies
  • Experience in venture capital
  • Experience working in a fast-paced environment

What the JD emphasized

  • 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)
  • understand the intricacies of US tax filings relating to investment vehicles
  • burning desire to see it automated and simplified
  • High attention to detail: written and quantitative
  • navigate your way around complex tax structures and documentation