As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are the most talented venture capitalists, fund managers, and dealmakers in the world.

Responsibilities

• Assist with tax return processing, including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state, or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• 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.
• 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.

Compensation

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: $74,290.00 - $87,400.00 in Seattle, WA.

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As a Tax Associate at Carta, you will assist in delivering tax returns and supporting the delivery process. Your clients are 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).

Responsibilities

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.

Requirements

• Must have experience supporting the preparation and filing of tax returns and IRS e-filings.
• 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.
• 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.

Benefits

• Collaborate with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta's products and services.
• 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.

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About this role:

As a Paralegal at Waymark, you will play a vital role in helping Waymark navigate the intersection of law and healthcare technology, ensuring our operations are compliant and efficient, enabling Waymark to transform care to patients with Medicaid benefits. Reporting to the General Counsel, you will help scale our legal infrastructure, becoming a go-to resource for internal teams on routine legal matters and process improvements.

Key Responsibilities:

• Own responsibility for Waymark’s corporate filings, monitor business licensing, patents, trademarks, and registrations; and maintain corporate records
• Maintain, organise and update legal and compliance related documents, templates, policies and procedures
• Operate and implement an agile legal intake process to manage legal requests that reduces friction for internal stakeholders
• Play a role in reviewing vendor contracts, and updating and maintaining contract management system
• Work cross-functionally with other departments to resolve issues and complete substantive tasks with moderate guidance.
• Conduct state and federal regulatory research to support our Medicaid business, develop processes to collect necessary paperwork to ensure compliance, assist with reporting and ad-hoc projects as assigned.

Minimum Qualifications:

• 3+ years of work experience as a paralegal or legal assistant at a law firm or in house legal department.
• Own and drive projects forward independently, demonstrating a strong “get things done” attitude and high attention to detail.
• Exceptional written and verbal communication skills, with a focus on delivering practical solutions.
• Ability to utilise legal technology tools (e.g., GC AI, Lexion (preferred), or other contract management system, Carta).
• Proven ability to manage multiple priorities and deadlines and thrive in a fast-paced environment.
• A strong value for teamwork and the ability to work effectively with diverse teams and perspectives.
• Proficient with healthcare regulatory laws.

Preferred Qualifications:

• Ability to work across a range of legal matters, transactional, regulatory, and compliance.
• Experience in a startup environment.
• Advanced proficiency in automating legal workflows.

Hourly Rate Range:

US Employees in San Francisco/Bay Area: $38.80 - $44.00/hour US Employees in Boston, Los Angeles, Seattle, Washington DC: $35.70 - $40.50/hour US Employees in Arlington, Denver, San Diego, Sacramento: $34.10 - $38.70/hour US Employees in Albany, Atlanta, Austin, Baltimore, Central/Southern Virginia, Charlotte, Chicago, Dallas/Fort Worth, Detroit, Houston, Las Vegas, Miami, Milwaukee, Philadelphia, Portland, Research Triangle, Salt Lake City, Twin Cities: $31.00 - $35.20/hour US Employees in Baton Rouge, Birmingham, Charleston, Cincinnati, Cleveland, Daytona Beach, Indianapolis, Nashville, New Orleans, Omaha, Phoenix, Pittsburgh, St. Louis, Tampa: $30.10 - $34.15/hour

In addition to salary, we offer a comprehensive benefits package. Here’s what you can expect:

• Stock Options: Opportunity to invest in the company’s growth.
• Work-from-Home Stipend: A dedicated stipend for your first year to help set up your home office.
• Medical, Vision, and Dental Coverage: Comprehensive plans to keep you and your family healthy.
• Life Insurance: Basic life insurance to give you peace of mind.
• Paid Time Off: 20 vacation days, accrued over the year, plus 11 paid holidays.
• Parental Leave: 16 weeks of paid leave for birthing parents after six months of employment, and 8 weeks of bonding leave for non-birthing parents.
• Retirement Savings: Access to a 401(k) plan with a company contribution, subject to a vesting schedule.
• Commuter Benefits: Convenient options to support your commute needs.
• Professional Development Stipend: A dedicated stipend supports professional development and growth.

Offer of employment is contingent upon successful completion of a background check.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that some of us may be less likely to apply to jobs unless we meet every single qualification. Waymark is dedicated to building a supportive, equal opportunity, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every preferred qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

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Responsibilities:

• Research and document the company's positions on complex accounting matters under US GAAP (ASC 606, ASC 718, ASC 842, and others)
• Draft and maintain accounting policy memos
• Serve as the go-to resource for accounting questions across the business
• Partner with Sales, Legal and Strategic Finance on structuring new transactions and arrangements

Revenue Recognition (ASC 606):

• Own end-to-end revenue recognition for the company's product and services offerings
• Review customer contracts and develop SSP analyses and revenue waterfalls
• Own the revenue system implementation
• Ensure proper documentation of 5-step model assessments for all revenue streams
• Work cross-functionally with Sales, Legal, and Deal Desk on non-standard arrangements

Equity Accounting (ASC 718):

• Manage all stock-based compensation accounting
• Partner with HR and Legal on new equity programs and modifications
• Coordinate with external valuation firms on 409A valuations

Financial Reporting:

• Lead the preparation of internal financial statements on a monthly, quarterly and annual basis, and management reporting packages
• Support the external reporting and communications
• Assist in drafting financial statements and disclosures

Tax Support:

• Assist the tax function with quarterly and annual provision work (ASC 740)
• Support sales tax reconciliation
• Coordinate with external tax advisors on compliance and planning matters

Qualifications:

• Bachelor's degree in Accounting or Finance; CPA required
• 8+ years of progressive accounting experience, with a mix of Big 4 public accounting and industry (tech or SaaS strongly preferred)
• Deep technical knowledge of US GAAP, particularly ASC 606, ASC 718, and ASC 842
• Experience supporting or leading an external audit process
• Strong written communication skills , you can translate complex accounting into clear, concise memos
• Comfortable working in a fast-paced, high-growth startup environment with evolving processes
• Experience with NetSuite, Carta, Shareworks, or similar tools a plus
• AI and Automation first. You use the latest AI tools, or even creating your own to automate processes

Why Join Us?

• Opportunity to shape the accounting foundation of a high-growth AI startup.
• Work with a collaborative, mission-driven team.
• Competitive compensation, equity, and benefits.
• High autonomy and real ownership over core financial operations.

Compensation:

• $160,000 - $200,000 + equity + comprehensive benefits package

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