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Salary: USD 79,135 - 93,100 / annual
Carta is a connected platform for private capital, serving 55,000 companies and 1.8M+ equity holders globally. The Tax team is building next-generation tax solutions that productize professional services workflows, making tax filings as simple as ordering a book online.
As a Tax Associate, you will support the delivery of tax returns and IRS e-filings for venture capital funds, fund managers, and investment vehicles. Your responsibilities include:
• Assist with tax return processing, including e-filing and mailing of federal and state filings
• Scan, file, and maintain trackers for federal and state tax notices
• Route tax-related client inquiries to appropriate team members
• Collect and validate tax records and financial data using Carta's proprietary tax software
• Support tax return preparation and review processes
• Provide administrative support to tax team leaders
• Collaborate with accounting, fund administration, and compliance teams on tax issues
• Support special projects across legal, financial, and client administration domains
You will work with venture capitalists, fund managers, and dealmakers to help them manage investment structures seamlessly. The role requires strong attention to detail, ability to navigate complex tax structures and documentation, and comfort working in a fast-paced environment with competing priorities.
Required experience: supporting preparation and filing of tax returns and IRS e-filings. Preferred: familiarity with income tax filing software such as GoSystems Tax RS. You should demonstrate strong critical thinking, problem-solving skills, effective communication, and experience leveraging technology to automate processes and gain efficiencies.
