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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Your responsibilities will include:

• Utilizing proprietary software to provide accurate input and labels for tax law projects, ensuring high-quality data for AI model training.
• Delivering curated, high-quality data for tax law scenarios involving complex structures for clients, including trust and estate taxation documents, charitable gifting strategies and agreements, private foundation formation and compliance materials, tax opinions on diverse assets (real estate, private equity, art, cryptocurrency, and alternative investments), wealth transfer planning (GRATs, IDGTs, dynasty trusts), and substantial estate and gift tax filings.
• Collaborating with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.
• Assisting in designing and improving efficient annotation tools tailored for tax law and wealth planning documentation.
• Selecting and analyzing complex problems in tax law fields aligned with your expertise to enhance AI model performance.
• Interpreting, analyzing, and executing tasks based on evolving instructions, maintaining precision and adaptability.

To be successful in this role, you will need:

• A Juris Doctor (J.D.) degree and active admission to a state bar.
• Professional experience at a top-tier white-shoe law firm and/or a leading boutique tax firm.
• Direct experience in sophisticated tax law work, including drafting and reviewing trust and estate planning documents, private foundation materials, charitable gifting strategies, complex wealth transfer structures, and tax opinions on diverse asset classes.
• Strong understanding of federal and state income taxation, estate and gift taxation, private client services, and regulatory compliance in high-wealth scenarios.
• Proficiency in reading and writing informal and professional English.
• Strong communication, interpersonal, analytical, and organizational skills.
• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.
• Passion for technological advancements and innovation in legal practice.

Preferred qualifications include extensive transactional experience in wealth transfer taxation, trust and estate planning, private foundations, or charitable giving strategies at a white-shoe or boutique tax firm, proven track record handling tax implications of complex asset portfolios and substantial wealth transfers, experience reviewing tax opinions, foundation compliance filings, and planning documents for accuracy, completeness, and regulatory compliance, comfort with recording audio or video sessions for data collection, and familiarity with AI or data annotation workflows in a technical setting.

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In this role, you will leverage your expertise in complex tax structuring, wealth transfer taxation, trust and estate planning, charitable gifting strategies, private foundations, and the tax implications of diverse assets to support the training of advanced AI systems.

You will collaborate with technical teams to refine annotation tools and curate impactful data, ensuring our models effectively capture real-world tax analysis, sophisticated planning documentation, and high-stakes wealth transfer dynamics.

This role requires adaptability, strong analytical skills, and a passion for driving innovation in a fast-paced environment.

Responsibilities:

• Utilize proprietary software to provide accurate input and labels for tax law projects, ensuring high-quality data for AI model training.

• Deliver curated, high-quality data for tax law scenarios involving complex structures for clients, including trust and estate taxation documents, charitable gifting strategies and agreements, private foundation formation and compliance materials, tax opinions on diverse assets (real estate, private equity, art, cryptocurrency, and alternative investments), wealth transfer planning (GRATs, IDGTs, dynasty trusts), and substantial estate and gift tax filings.

• Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.

• Assist in designing and improving efficient annotation tools tailored for tax law and wealth planning documentation.

• Select and analyze complex problems in tax law fields aligned with your expertise to enhance AI model performance.

• Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.

Required Qualifications:

• Juris Doctor (J.D.) degree and active admission to a state bar.

• Professional experience at a top-tier white-shoe law firm and/or a leading boutique tax firm.

• Direct experience in sophisticated tax law work, including drafting and reviewing trust and estate planning documents, private foundation materials, charitable gifting strategies, complex wealth transfer structures, and tax opinions on diverse asset classes.

• Strong understanding of federal and state income taxation, estate and gift taxation, private client services, and regulatory compliance in high-wealth scenarios.

• Proficiency in reading and writing informal and professional English.

• Strong communication, interpersonal, analytical, and organizational skills.

• Excellent reading comprehension and ability to exercise autonomous judgment with limited data.

• Passion for technological advancements and innovation in legal practice.

Preferred Qualifications:

• Extensive transactional experience in wealth transfer taxation, trust and estate planning, private foundations, or charitable giving strategies at a white-shoe or boutique tax firm.

• Proven track record handling tax implications of complex asset portfolios and substantial wealth transfers.

• Experience reviewing tax opinions, foundation compliance filings, and planning documents for accuracy, completeness, and regulatory compliance.

• Comfort with recording audio or video sessions for data collection.

• Familiarity with AI or data annotation workflows in a technical setting.

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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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