US State and Local Tax Lead
The Company You’ll Join
Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to create more owners.
Carta is trusted by more than 30,000 companies and over half a million employees in nearly 150 countries to manage cap tables, compensation, and valuations. Carta also supports over 5,000 funds representing over $100B in assets under administration with their venture capital solutions. Carta’s liquidity solutions have returned $13B to shareholders in secondary transactions. Today Carta’s platform manages over two trillion dollars in equity for nearly two million people globally. Companies and funds like Canva, Tribe, and Pipe build their businesses on Carta.
The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S. and a Muse VIBE Award winner in the Vacation and Time Off category.
For more information about our offices and culture, check out our Carta careers page.
The Team You’ll Work With
You’ll be joining our SPV Tax team as the US SALT Lead, with team members based in the US and UK.
You will have the opportunity to review filings and advise on tax structures on behalf of 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 be leading tax specific projects and initiatives across Carta whilst advising stakeholders and clients alike, as our in-house US SALT tax expert! 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
- We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
- Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
- We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?
Must have extensive US state and local tax experience for the preparation and filing of tax returns and IRS e-filings, particularly in relation to partnership tax returns.
You are a fully qualified CPA (with a minimum of 3 years post qualified experience) who understands the intricacies of US tax filing 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.
- High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
- 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 intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up.
- 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
At Carta, you’re not just an employee. You’re a builder who is creating infrastructure that accelerates innovation and empowers more ownership. Cartans are helpful, relentless, unconventional and kind; representing Carta’s Identity Traits. They work collaboratively and cross functionally to challenge the status quo; working towards a common goal of creating more owners in the private markets.
Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:
- $149,600.00 - $176,000.00 in San Francisco, CA & New York, New York
Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.