Carta
Senior Associate, Tax Delivery
Sandy, UT +5 · Senior · Full-time · Posted Jul 16, 2025
- Location
- Sandy, UT
Hamilton, New Jersey, United States
New York, New York, United States
San Francisco, California, United States
Santa Clara, California, United States
Seattle, Washington, United States - Education
- Fully qualified CPA or eligible to sit for CPA exam.
- Visa sponsorship
- Carta uses E-Verify in the United States for employment authorization.
About the job
Prepares and reviews US federal tax returns and IRS e-filings, primarily partnership returns, for investment vehicles using Carta’s tax engine.
What you'll do
- Prepare and review federal tax returns and IRS e-filings for clients, focusing on partnership returns.
- Collaborate with accounting, fund administration, and compliance teams on tax matters related to Carta’s products and services.
- Help automate and simplify tax workflows and investment-structure processes.
What they ask for
- US federal tax experience preparing and filing returns, including IRS e-filings, with a focus on partnership tax returns.
- Fully qualified CPA or eligible to sit for the CPA exam.
- Knowledge of US tax filings for investment vehicles.
- Experience using technology to automate processes and improve efficiency.
Tools
Carta’s proprietary tax engine
Model-written summary · the original posting is authoritative