You'll be joining Carta's Inbound Compliance team, managing the intake and resolution of KYC requests on behalf of leading asset managers and private equity firms.

Responsibilities

• Own the KYC request lifecycle, managing intake, processing, and timely resolution of inbound KYC requests.
• Serve as the primary point of contact for KYC inquiries, providing clear answers on global KYC requirements.
• Review and validate KYC documentation for completeness, accuracy, and compliance with AML, KYC, and international frameworks.
• Maintain accurate records of all KYC requests and documentation in Carta's systems.
• Monitor evolving KYC/AML regulations globally and apply updated requirements to daily work.

Requirements

• Detail-oriented under pressure, catching what others miss in a high-volume environment.
• Confident and client-ready, with experience in client KYC conversations with senior stakeholders.
• 1-2+ years of compliance experience, with a working understanding of global KYC and AML frameworks.
• Proactive decision-maker, able to assess situations and apply the right framework with minimal supervision.
• Experienced in complex legal entities, with prior exposure to corporate banking or a fund compliance environment.
• A communicator people trust, writing clearly and speaking with confidence.

Preferred Qualifications

• Experience with AI tools or technology-driven workflows.
• Prior experience in financial or legal services.
• Familiarity with KYC documentation and private markets structures.
• Regulatory framework exposure.

Salary

• $59,945 - $74,955 in Seattle
• The compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and commission plans.

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You will join Carta's Fund Tax team as a US Federal tax reviewer, leveraging Carta's proprietary tax engine to file tax returns for our Venture Capital clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world.

The Team

You will be part of helping grow the venture capital ecosystem. 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.

The Problems You'll Solve

• 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 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?

• 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?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified. Experience related to filing obligations and completion of forms Schedule K-2 and K-3 as well as other international forms typically filed with a partnership tax return is a plus.

• 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.

• You're interested in working on projects in a fast-paced environment with a supportive team and as an individual - 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

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You will join Carta's Tax team as a US Federal tax preparer and reviewer, leveraging Carta's proprietary tax engine to file tax returns for our clients.

The Team

You will be collaborating with our wider Carta accounting, fund administration, and compliance teams on relevant tax issues that relate to Carta's products and services.

The Problems

• 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 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?
• 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?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.

Requirements

• High attention to detail: written and quantitative.
• 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 fast-paced environment

Disclosures

We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate.

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