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.ResponsibilitiesAssist with tax return processing including e-filing and mailing of federal and state filings, as applicableScan and file federal and state notices as received and maintain notice trackerAssist with routing tax-related client inquiries to the relevant federal, state or international tax team membersCollect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returnsSupport special projects on an ad-hoc basisProvide administrative support to tax team leadersExperience with income tax filing software such as GoSystems Tax RS, but not requiredExcited 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 structuresHigh attention to detail: written and quantitativeOrganized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problemsYou’re interested in working on projects in a fast-paced environment with a supportive team and as an individualYou have experience leveraging technologies to automate processes and gain efficienciesYou have strong critical thinking, problem solving, and decision making skillsYou take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlinesSkillsMust have experience supporting the preparation and filing of tax returns and IRS e-filingsAssist with tax return processing including e-filing and mailing of federal and state filings, as applicableScan and file federal and state notices as received and maintain notice trackerAssist with routing tax-related client inquiries to the relevant federal, state or international tax team membersCollect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returnsSupport special projects on an ad-hoc basisProvide administrative support to tax team leadersHigh attention to detail: written and quantitativeOrganized and calm under pressure, able to manage competing demands on your timeExperience leveraging technologies to automate processes and gain efficienciesStrong critical thinking, problem solving, and decision making skillsAbility to communicate effectively and multitask to meet multiple deadlinesExperience with income tax filing software such as GoSystems Tax RS, but not requiredExcited 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 structuresBenefitsEquity for all full time rolesExceptional benefitsCommissions plansCompany OverviewCarta 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/.



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