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
Carta is a global ownership management platform that helps companies, investors, and employees manage equity and ownership. It was founded in 2012, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://carta.com/.