Search jobs > San Francisco, CA > Tax associate

Tax Associate

CARTA
San Francisco, California, United States
$83.3K-$98K a year
Full-time

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 unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations.

Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions.

Today, Carta’s platform manages nearly three trillion dollars in equity globally.

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

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow.

As a Tax Associate, you’ll work to :

  • 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 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?
  • 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?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

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.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include :

  • 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.

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 :

$79,135.00 - $93,100.00 in Seattle, WA

$83,300.00 - $98,000.00 in Santa Clara, CA; San Francisco, CA & New York City, NY

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.

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values.

Check out our to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.

com domain . Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review provided by the Federal Trade Commission (FTC).

If you encounter any suspicious activity, please report it immediately to .

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the , list, and .

We’ve also been recognized as a , a and certified as a .

Interested in data privacy? Check out our policies on and

30+ days ago
Related jobs
Promoted
Regal Executive Search
San Francisco, California

As Senior Associate, you will be responsible for such duties and responsibilities that are normally associated with your position, which include, but are not limited to the activities enumerated below:. Leads and manages multiple tax engagements to deliver quality tax services;. Acts as a resource f...

Promoted
Fox
CA, United States

We have a great opportunity for an Associate Tax Director! The Associate Tax Director is an integral part of the tax compliance group primarily responsible for domestic compliance and tax accounting for the Sports and Entertainment operations of Fox Corporation. Review corporate and partnership fede...

Alan N. Daum And Associates
South San Francisco, California

Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns. Fa...

KPMG-UnitedStates
San Francisco, California

Senior Associate, Tax - R&D Credits (AMCS). KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services practice. Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews a...

CA Department of Tax and Fee Administration
Alameda County, US

Under general direction of the Supervising Tax Auditor (STA) II, the Associate Tax Auditor (ATA) independently conducts the more difficult and complex audits generally consisting of larger retailers, manufacturers, wholesalers, and other business enterprises reporting substantial tax liability and r...

RSM
San Francisco, California

Assist other senior members of the M&A Tax and International Tax practices on various cross border tax issues such as permanent establishment, corporate reorganizations, Section 367, Subpart F, and non-US direct and indirect tax issues. As a member of the International Tax M&A team, you would be par...

Lindquist LLP
San Francisco, California

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as ...

CARTA
San Francisco, California

As a Technical Tax Manager/Senior Manager, you will be on the front lines of Carta’s efforts to make it simple for companies to help their shareholders take advantage of potential tax savings. The Carta Equity Platform Team is the nation’s leading provider of private company valuations, provides fin...

JDA TSG
Berkeley, California

Tax Services Group is hiring Seasonal Tax Associates for the upcoming tax season. Seasonal Tax Associate + Customer Support. If you have 2 seasons of professional Tax Prep experience and are looking for remote work, we would love to speak with you about joining our team! Come be a part of a fantasti...

PwC US Tax LLP
San Francisco, California

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Our team helps our Financial Services clients navigate the frequently chang...