Associate, Tax Delivery

Carta is a company that connects founders, investors, and limited partners through innovative software solutions. As a Tax Associate, you will assist in delivering tax returns and supporting the delivery process while collaborating with various teams to address tax-related issues.

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
• 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
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems
• 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 decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

Skills

• 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
• High attention to detail: written and quantitative
• Organized and calm under pressure, able to manage competing demands on your time
• Experience leveraging technologies to automate processes and gain efficiencies
• Strong critical thinking, problem solving, and decision making skills
• Ability to communicate effectively and multitask to meet multiple deadlines
• 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

Benefits

• Equity for all full time roles
• Exceptional benefits
• Commissions plans

Company Overview