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.

XML job scraping automation by YubHub

This role requires 6+ years of experience in a corporate tax environment, preferably in industry and/or Big 4. You should have experience with ASC 740 for technology, SaaS and/or pre-IPO companies, and be able to clearly communicate complex tax concepts to non-tax stakeholders. You should also have experience with integrating technology into daily tax operations and be able to operate independently while maintaining alignment with broader tax strategy.

XML job scraping automation by YubHub

You will work closely with finance leadership and cross-functional partners to ensure our books are clean, processes are scalable, and financial reporting is reliable as the organization grows. This is a force-multiplier role with visibility across the business and the opportunity to grow into broader responsibilities over time.

Responsibilities

• Execute and continuously improve the monthly, quarterly, and annual close processes, ensuring accuracy, timeliness, and audit readiness.
• Maintain the general ledger in NetSuite, including journal entries, accruals, prepaids, and intercompany activity.
• Reconcile bank accounts, corporate cards, payroll, and other balance sheet accounts.

Day-to-Day Accounting & Systems

• Own accounts payable and receivable workflows, including vendor onboarding, invoice processing, and payment runs using tools like Ramp.
• Partner with payroll providers (e.g., ADP) to ensure accurate payroll, benefits, bonus, and equity-related accounting.
• Maintain clean subledgers and supporting schedules that tie directly to the GL.

Crypto-Native Accounting & Complexity

• Account for token activity, including transfers, incentives, and related expense recognition, ensuring alignment between on-chain activity and the general ledger.
• Support crypto-specific accounting workflows and reconciliations as the business evolves.
• Partner with external specialists as needed on digital asset accounting considerations.

Tax, Audit & Compliance Support

• Support corporate tax filings (U.S. and international) by preparing schedules, documentation, and reconciliations.
• Work with external tax, audit, and advisory firms to support annual audits, reviews, and special projects.
• Ensure accounting policies and procedures align with US GAAP and scale with the business.

Build for Scale

• Document accounting processes and controls, creating clarity and repeatability as the team grows.
• Identify gaps, inefficiencies, and risks , and proactively design better workflows and controls.
• Act as a trusted accounting partner to finance leadership and cross-functional teams.

Requirements

• 5–8+ years of experience in accounting, ideally with a mix of public accounting and in-house experience.
• Strong working knowledge of NetSuite and month-end close in a multi-entity environment.
• Hands-on experience with modern finance tools such as Ramp (or similar) and ADP (or similar payroll providers).
• Solid understanding of US GAAP, balance sheet accounting, and close best practices (CPA preferred, not required).
• Comfortable operating in high-growth, ambiguous environments where processes are built, not inherited.
• Detail-oriented, highly organized, and obsessed with accuracy , you close loops and don’t let issues linger.
• Clear communicator who can explain accounting concepts to non-finance stakeholders.

XML job scraping automation by YubHub