Associate, Tax Delivery

The Company You’ll Join

Carta connects founders, investors, and limited partners through world‑class software, purpose‑built for everyone in venture capital, private equity and private credit.

Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 50,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more.

Together, Carta is creating the end‑to‑end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.

For more information about our offices and culture, check out our Carta careers page.

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Tax Associate, you’ll work to:

• 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?

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and deal makers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next‑gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

Must have experience supporting the preparation and filing of tax returns and IRS e‑filings. Some of the responsibilities of this role include:

• 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.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series‑A rocket‑ship start‑up.
• 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…