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Senior Associate, Tax Delivery

Carta

Carta is also hiring for this role in Sandy, UT.

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What delivery roles keep asking for: AWS (20%), Agile (17%), Stakeholder management (17%) — counted across their open postings here.

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Preparing for this interview

Interviews for delivery roles keep coming back to AWS, Agile, Stakeholder management. Practise those questions before you sit with Carta.

Questions you are likely to be asked

  1. Why do you want to join Carta?
  2. What is your experience with Accounting? Tell me one thing you learned the hard way.
  3. Tell me about an error you found in the accounts. How did you trace it?
  4. How do you make sure your work meets the rules and deadlines?
  5. Which tools and ERP systems have you used, and for what?

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The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

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

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers 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.

The Problems You’ll Solve

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

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.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: 

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

 

Disclosures:

  • We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. 
  • Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
  • For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
  • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

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Listed on greenhouse · posted 2024-07-16. ApplySarthi collects openings and links to application pages; the role is advertised by Carta, not by us.