US State & Local Tax Lead, Carta

$149.6-176k

Salary based on New York and San Francisco applicants only. + Equity for all full time roles and for applicable roles, commissions plans

Senior and Expert level

New York

San Francisco Bay Area

Remote from US

Software and services platform providing infrastructure for innovators

Job no longer available

Software and services platform providing infrastructure for innovators

1001+ employees

FintechB2BInvesting

Job no longer available

$149.6-176k

Salary based on New York and San Francisco applicants only. + Equity for all full time roles and for applicable roles, commissions plans

Senior and Expert level

New York

San Francisco Bay Area

Remote from US

1001+ employees

FintechB2BInvesting

Company mission

To create more owners across the world and revolutionize how capital markets operate. Carta believes that by providing the infrastructure that fuels innovation, it lowers the barriers to entry and moves the world forward into an era of ownership.

Job

Company

Role

Who you are

Must have extensive US state and local tax experience for the preparation and filing of tax returns and IRS e-filings, particularly in relation to partnership tax returns
You are a fully qualified CPA (with a minimum of 3 years post qualified experience) 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
Organized 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
You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
You have experience leveraging technologies to automate processes and gain efficiencies
You have strong critical thinking, problem solving, and decision making skills
You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

What the job involves

You’ll be joining our SPV Tax team as the US SALT Lead, with team members based in the US and UK
You will have the opportunity to review filings and advise on tax structures on behalf of 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 be leading tax specific projects and initiatives across Carta whilst advising stakeholders and clients alike, as our in-house US SALT tax expert!
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
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?
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 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?

Our take

Carta offers an all-in-one equity management platform for startups. This California-based fin-tech makes managing equity within startups simple. As many startups are initially held by private individuals, it can be difficult for shareholders to allocate or offload shares transparently. Carta is a transfer agent for private companies that enables seed-stage to pre-IPO companies to manage equity electronically with the participation of their shareholders, employees, auditors, and legal counsel. It digitizes paper stock certificates along with stock options, warrants, and derivatives to create a real-time image of who owns what at a startup.

The firm has a host of high-profile backers and investors, including Goldman Sachs, Draper VC, and k9 Ventures, one of the original investors in ridesharing app Lyft. In early 2021 Carta announced a new service, CartaX. A trading platform and funding avenue with regulatory and compliance procedures built-in.

Carta's goal is to create the first 'private stock market for companies.' Other players have recently been making waves, most notably Caplight and Forge, both of which offer shares in private and pre-IPO companies. Now well established as the destination for startups, Carta is on track to maintain a controlling position in this previously untapped industry.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

-4% employee growth in 12 months

Glassdoor (3.7)

Trustpilot (2)

Company

Funding (last 2 of 8 rounds)

Aug 2021

$500m

SERIES G

May 2020

$180m

SERIES F

Total funding: $1.1bn

Company benefits

Book reimbursement
Carta Business School
Fertility coverage and parental leave
Liquidity events
Mental health coverage
401K matching
Minimum time off

Company HQ

Union Square, San Francisco, CA

Leadership

Henry Ward

(CEO)

Background in finance and technology, they were the Founder and CEO of Secondsight, a portfolio optimization platform for retail investors before founding Carta.

Salary benchmarks

We don't have enough data yet to provide salary benchmarks for this role.

Submit your salary to help other candidates with crowdsourced salary estimates.

Share this job