Carta
Associate, Tax Delivery
$79K–$93K
Seattle, WA +6 · Full-time · Posted Oct 18, 2024
- Location
- Seattle, WA
Hamilton, New Jersey, United States
New York, New York, United States
Sandy, Utah, United States
San Francisco, California, United States
Santa Clara, California, United States
Seattle, Washington, United States - Experience
- Experience supporting tax return preparation and filing, including IRS e-filings; no years specified.
- Visa sponsorship
- Carta uses E-Verify in the United States for employment authorization.
About the job
Supports Carta’s Tax team in preparing, processing, and delivering federal and state tax returns for clients, while helping administer investment structures.
What you'll do
- Assist with tax return processing, including federal and state e-filing and mailing.
- Collect and validate tax records and financial data, and scan notices and maintain a notice tracker.
- Route tax-related client inquiries, support tax team leaders, and contribute to ad-hoc projects.
What they ask for
- Experience supporting tax return preparation and filing, including IRS e-filings.
- High attention to written and quantitative detail, with confidence navigating complex tax structures and documentation.
- Experience using technology to automate processes and improve efficiency.
- Strong critical thinking, problem-solving, communication, organization, and ability to manage competing deadlines.
Nice to have
- Experience with income tax filing software such as GoSystems Tax RS (not required).
- Interest in cross-functional projects and client interaction related to investment structures.
Pay
$79,135.00 - $93,100.00 USD expected cash compensation (salary + commission if applicable), Seattle, WA
Tools
GoSystems Tax RS, proprietary Carta Tax software
Model-written summary · the original posting is authoritative