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Carta

Technical Senior Manager, Tax

Carta, Santa Clara

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Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Carta’s fund administration platform supports nearly 7,000 funds and SPVs, representing $150B in assets under administration in venture capital and private equity. Trusted by more than 40,000 companies, Carta also helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 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. You’ll be joining our Fund Tax 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. Requirements include 8+ years of applicable tax experience, being a self-starter who can identify potential issues and work to mitigate before they surface, passion and knowledge about venture capital and/or private equity, ability to manage competing demands and solve ambiguous problems, ability to work cross functionally and drive progress forward, and strong critical thinking, problem solving, and decision making skills.

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance
  • Industries

    Software Development

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