Carta

Technical Senior Manager, Fund Tax

Carta$174K — $230K *
Sandy, UT 84092In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of applicable tax experience
  • Self-starter with proactive problem identification skills
  • Deep knowledge of venture capital and private equity
  • Organized and calm under pressure
  • Ability to work cross-functionally and drive progress
  • Understanding of client ecosystem for prioritizing growth
  • Strong critical thinking and decision-making skills.

Responsibilities

  • Transform the LP experience with automated K-1s
  • Ensure reliable integration between fund admin and tax products
  • Manage a team of tax professionals servicing clients
  • Collaborate with stakeholders to support business growth
  • Help lead tax automation initiatives and delivery process

Benefits

  • Equity for all full-time roles
  • Exceptional benefits package
  • Opportunity to work in a growing and innovative team
  • Chance to transform the fund tax industry through automation
Full Job Description
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 Technical Senior Manager, Tax you'll work to:
  • Through partnership with product and engineering, transform the LP experience with K-1s that are released and automated on our software platform
  • Ensure a reliable connection between fund administration and tax products in order to deliver a seamless client experience
  • Help manage a team of talented tax professionals that service our client base
  • Work collaboratively with cross-functional stakeholders and organizations to support the growth of the business
The Team You'll Work With

You'll be joining our Fund Tax team.

We are looking for a leader to join our team. In this role, you will work closely with the Head of Fund Tax to manage the tax team and delivery process. Carta is currently trusted by over 2,000 firms with over $120B in assets. Carta Tax launched for the 2023 tax season and demand continues to grow as we firmly establish our practice. There's an enormous opportunity to expand our offerings to these firms to include full service (and automated) tax prep and filing as part of our software platform.

Partnering closely with the Head of Fund Tax, R&D, and the delivery team at large you will help transform how tax is delivered. In tandem, you will help lead a talented organization of tax professionals who are equally as energized by the idea of automating and transforming the FA tax space.
About You
  • 8+ years of applicable tax experience
  • Self-starter who can identify potential issues and work to mitigate before they surface
  • Passionate and knowledgeable about venture capital and/or private equity: you intimately understand the pressures facing our clients and are ready to roll up your sleeves
  • Organized and calm under pressure, you are able to manage competing demands on your time, while persevering to solve ambiguous problems
  • Ability to work cross functionally and drive progress forward
  • Intimately understand the health and needs of Carta's venture client ecosystem and use this knowledge to prioritize our growth plans and improve customer engagement and loyalty
  • Strong critical thinking, problem solving, and decision making skills
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:

$174,800.00 - $218,500.00 in Seattle, WA
$184,000.00 - $230,000.00 in New York, NY

About Carta

Carta is a financial services company that provides equity management software for companies and investors. The company was founded in 2012 and is headquartered in Palo Alto, California. Carta's software allows companies to manage their cap tables, valuations, and equity plans, while also providing investors with access to private markets. The company has raised over $600 million in funding and has over 1,000 employees.
Learn more about Carta
Size
1,000 employees
Industry
Founded
2012

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