--- title: 'Manager, Tax Delivery at Carta' canonical: 'https://feeny.ai/job/manager-tax-delivery-carta-seattle-5jm2rp5psa1h' type: 'job' last_seen: '2026-09-13' --- # Manager, Tax Delivery at Carta - **Company:** Carta - **Location:** Seattle, WA - **Posted:** 2024-12-09 - **Last confirmed live:** 2026-09-13 - **Apply:** https://job-boards.greenhouse.io/carta/jobs/6294044003 ## Job description The Company You’ll Join Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our [Carta careers page](https://carta.com/careers/). The Team You’ll Work With You’ll be joining 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. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 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. 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. - 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 Salary 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 range for this role is - $123,548.00 - $174,800.00 in Seattle, WA We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Disclosures: - We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. - Carta uses E-Verify in the United States for employment authorization. See the [E-Verify](https://www.e-verify.gov/about-e-verify/what-is-e-verify) and Department of Justice websites for more details. - For information on our data privacy policies, see [Privacy](https://carta.com/privacy/), [CA Candidate Privacy](https://carta.com/privacy/candidate/), and [Brazil Transparency Report](https://carta.com/legal/br/brazil-pay-transparency/). - Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com. ## About Carta ## Company Overview - **One-liner**: Carta provides an intelligent platform that connects data, workflows, and people to power private capital operations, bringing together cutting-edge AI and expert human service. - **Entity Type**: Private (raised over $1.2B in total funding) - **Headquarters**: San Francisco, California, USA (333 Bush Street Suite 2300, San Francisco, CA 94104) - **Founded**: 2012 (as eShares, later renamed Carta) - **Founders**: Henry Ward and Manu Kumar ## Core Business - **Primary industry**: Private capital markets, equity management, fund administration, and valuation services. - **Target customers**: B2B – startups, private companies, venture capital firms, private equity funds, investors, and their stakeholders. - **Mission or purpose**: To make private markets as fast, automated, and connected as public markets, and to “create more owners” by expanding access to equity and ownership. ## Products & Services - **Carta Platform (Equity Management)**: SaaS for cap table management, equity issuance, employee stock plan administration, and stakeholder communication. - **Carta Fund Administration**: Back-office services for venture capital and private equity funds, including portfolio management, reporting, and compliance. - **Carta Valuations (409A)**: Subscription-based 409A valuation services for private companies. - **Carta Insights (via Tactyc acquisition)**: Strategic modeling, forecasting, and scenario planning tools for fund managers. - **Carta Liquidity (Secondary Market)**: Facilitation of secondary transactions for private company shares. - **Agentic Intelligence**: AI-powered monitoring, proactive orchestration, and process automation embedded across the platform. ## Market Standing - **Valuation/Market Cap**: Not publicly available (private company) - **Key Metric**: $500M annual recurring revenue (ARR) crossed in 2025 - **Notable Investors/Partners**: Not disclosed in provided sources (Carta has raised over $1.2B from prominent investors, including Andreessen Horowitz, Lightspeed, and others – not listed in sourced materials) - **Growth Signals**: - 1.7M+ equity holders on the platform - 50,000+ companies served in 160+ countries - 9,000+ funds and SPVs on the platform - $4.5T+ total equity value on the platform - 85% of US unicorns use Carta cap table - 1,900+ employees across 15 global locations - Recent acquisitions: Vauban, Capdesk (UK equity management), Tactyc (forecasting) - Partnerships: NYSE (preferred listing venue), Morgan Stanley at Work (public equity management) ## Competitive Advantages - **Network effects**: The largest concentration of private company cap tables, fund data, and liquidity events creates a powerful data moat. - **End-to-end platform**: Covers equity management, fund administration, valuations, and secondary trading – reducing the need for multiple vendors. - **Agentic AI**: Deep integration of AI into workflows, leveraging proprietary data for accuracy and compliance. - **Regulatory compliance**: Built-in audit trails, tax reporting, and adherence to financial regulations (e.g., ADGM regulation in UAE). - **Global scale**: Operations in 15 locations, serving clients in 160+ countries, with a strong foothold in both the US and Europe. ## Strategic Focus - **Agentic ERP for private capital**: Transforming the platform into a unified enterprise resource planning system for the private markets. - **Global expansion**: Continued growth in Europe (via Capdesk and Vauban) and the Middle East (Abu Dhabi office). - **AI and automation**: Embedding context-aware agentic intelligence to boost productivity and accuracy for all users. - **Partnerships and liquidity**: Deepening ties with investment banks (Morgan Stanley, NYSE) to create seamless paths from private to public markets. - **Product innovation**: Building connectivity between investment firms, companies, and investors to streamline fundraising, ownership, and exits. ## Why Work Here - **Culture**: Carta emphasizes ownership, transparency, and problem-solving. Operating principles include “We act as owners,” “We play in the open,” and “We solve problems.” The company fosters an inclusive, unconventional builder mindset. - **Work model**: Hybrid/remote-friendly – Cartans live and work across the world; offices in San Francisco, Abu Dhabi, and other locations. - **Perks & benefits**: - Mental health coverage (8 coaching + 8 therapy sessions per year) - Minimum Time Off (MTO) – at least 3 paid weeks off per year, with unlimited additional PTO/sick days - Fertility coverage and 100% paid parental leave (12 weeks bonding, up to 22 weeks for birthing parent) - 401k matching (50% up to $5,000/year) - Full book reimbursement (no yearly cap) - Carta Business School – intensive leadership development - Quarterly hackathons, weekly Show & Tell, and Friday all-hands Town Halls - Full access to Claude tool suite and company-wide AI training - **Engineering culture**: Emphasis on building the next generation of financial infrastructure, with high autonomy and a strong sense of mission. ## Sources 1. [carta.com](https://carta.com/) 2. [carta.com/careers](https://carta.com/careers/) 3. [carta.com/careers/life-at-carta](https://carta.com/careers/life-at-carta/) 4. [carta.com/uk/en/about](https://carta.com/uk/en/about/) 5. 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