US Funds Tax Lead

2 months agoSan Francisco, CA

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, visit

# Who we are

Vauban from Carta is simplifying access to VC by providing angel investors, startup founders, and emerging fund managers the tools and infrastructure needed through our online admin platform.

Whether you are creating a deal by deal syndicate, pooling angel investors into a SPV, or launching your first VC fund - our platform helps you set up and raise from investors in just a few clicks.

You focus on finding great startups to invest in, we sort out the rest. We have been trusted by angel investors and large venture capital firms alike to create over 500 funds & SPVs to date, onboarded over 6,000 investors and transacted over $1bn in capital.

We are not stopping there - we have recently joined forces with Carta as an all-in-one integrated solution to form syndicates, VC funds, & co-investment SPV programs built for scale and operating in the UK, EU, & US. Combined Carta x Vauban complements each other providing a full VC stack for the next generation of VC investors. under one platform - from leading your first $100K syndicate to managing a $1bn fund.

# The challenges you'll help to tackle

  • We are at the intersection of law, regulation, tax and finance: how do you deliver exceptional customer experience without the complexity or red tape that traditional tax and accounting firms hide behind?
  • Turning professional services into products is challenging: how do you productise our intellectual property so that we can deliver the fastest tax solutions with perfect accuracy?
  • We automate investment structures in venture capital: how can you scale tax preparation and filing processes so that each container is as seamless and fun to use as the last one created?

# The opportunity you'll have

You will have the opportunity to prepare and advise on tax structures on behalf of the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realise their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more).

# Who you are

  • Must have extensive experience in preparing and filing tax returns and IRS e-filings, particularly in relation to partnership tax returns and Schedule K-1's.
  • You are a fully qualified CPA 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.
  • Organised 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.

# What we can offer you

  • Be a part of a growing technology start-up and shape the future of alternative investments
  • Competitive Salary + Equity
  • Mafia Employee Syndicate - get access to and invest in the very best private deals in the world from small investment amounts. No other company can offer you this
  • Free Books
  • Team gaming nights/dinners and the best parties
  • Opportunity to enrich our Spotify playlist

# 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 minimum cash compensation (salary + commission if applicable) range for this role is: $119,000 - $140,000 salary range in New York.

Our minimum cash compensation (salary + commission if applicable) range for this role is: $119,000 - $140,000 salary range in San Francisco.

Final offers may vary from the amount listed based on geography, candidate 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, connect with us via email at As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Interested in our candidate privacy policy? Find out more here.

Client-provided location(s): San Francisco, CA, USA; New York, NY, USA; Salt Lake City, UT, USA
Job ID: Carta-5429871003

Perks and Benefits

  • Health and Wellness
    • HSA With Employer Contribution
    • FSA
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Work Flexibility
    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks
    • Commuter Benefits Program
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
    • Company Outings
  • Vacation and Time Off
    • Paid Vacation
    • Unlimited Paid Time Off
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
  • Financial and Retirement
    • 401(K) With Company Matching
    • Company Equity
    • Relocation Assistance
  • Professional Development
    • Learning and Development Stipend
    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Lunch and Learns
  • Diversity and Inclusion
    • Founder led
    • Diversity, Equity, and Inclusion Program

Company Videos

Hear directly from employees about what it's like to work at Carta.