Associate, Tax Delivery jobs in United States
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Carta · 5 months ago

Associate, Tax Delivery

Carta is a company that connects founders, investors, and limited partners through innovative software designed for venture capital and private equity. As a Tax Associate, you will assist in delivering tax returns and support the overall delivery process while collaborating with various teams to address tax-related issues.

Asset ManagementFinanceFinancial ServicesFinTechImpact InvestingSaaSSoftware
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

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
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

Qualification

Tax return preparationIRS e-filingGoSystems Tax RSCritical thinkingMultitaskingAttention to detailProblem solvingEffective communicationOrganizational skillsTeam collaboration

Required

Must have experience supporting the preparation and filing of tax returns and IRS e-filings
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
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
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 have experience leveraging technologies to automate processes and gain efficiencies
You have strong critical thinking, problem solving, and decision making skills
You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

Preferred

Experience with income tax filing software such as GoSystems Tax RS, but not required

Benefits

Equity for all full time roles
Exceptional benefits
Commissions plans

Company

Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership.

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 Stage
Total Funding
$1.16B
Key Investors
Silver LakeTribe CapitalAndreessen Horowitz
2021-08-13Series G· $500M
2021-04-21Series Unknown
2021-02-04Secondary Market

Leadership Team

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Henry Ward
CEO & Co-Founder
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Charly Kevers
CFO
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Company data provided by crunchbase