In this role, you will optimize our ability to scale by taking on strategic projects and acting as the connective tissue that keeps the Finance engine running as we continue to drive the development and adoption of safe, frontier AI.

Key responsibilities include providing hands-on operational leadership to the CFO, owning end-to-end execution of key strategic initiatives across FP&A, Accounting, Tax, Treasury, and Finance Systems, consolidating critical business intelligence from multiple channels and systems into actionable priorities, and leading prioritization and orchestration of CFO engagement with internal executive stakeholders, the Board, investors, and external partners.

You will also design and implement processes and workflows to support Anthropic's growth while maintaining quality and speed, champion and drive the Finance organization's continued adoption of Claude, identifying and leading new opportunities to integrate Claude deeper into daily workflows across FP&A, Accounting, Tax, Treasury, and Finance Systems, and identify automation opportunities and build operational frameworks that scale with the business.

To be successful in this role, you will need to have 8+ years of experience in Finance, Strategy, Business Operations, or Chief of Staff roles at high-growth technology companies, bring a strong foundation in finance or a highly analytical discipline, demonstrate strong project management skills with the ability to collaborate and influence cross-functional stakeholders, possess exceptional operational discipline to make smart decisions quickly while maintaining high standards for execution, and demonstrated enthusiasm for applying AI tools (especially Claude) to finance workflows.

Additionally, you should thrive in ambiguity and can rapidly synthesize complex information into actionable insights, have experience in FP&A, investment banking, management consulting, or corporate strategy, have experience working at both startups and large companies, understanding how to scale processes, and have a track record of designing and implementing systems and processes for high-growth environments.

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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 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 (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

Benefits

Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans.

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