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CartaCartaSeattle, WA

Technical Senior Manager, Fund Tax

Lead the Fund Tax team, managing tax professionals and partnering with product/engineering to automate K-1 delivery and connect fund administration with tax products for private market clients.

175k – 230k/yr
On-site8+ YOEFinance & Accounting

About the role

Responsibilities

  • Partner with product and engineering to transform the LP experience with K-1s that are released and automated on the software platform
  • Ensure a reliable connection between fund administration and tax products to deliver a seamless client experience
  • Manage a team of talented tax professionals that service the client base
  • Work collaboratively with cross-functional stakeholders and organizations to support the growth of the business
  • Partner closely with the Head of Fund Tax, R&D, and the delivery team to transform how tax is delivered
  • Help lead a talented organization of tax professionals energized by automating and transforming the FA tax space

Requirements

  • 8+ years of applicable tax experience
  • Self-starter who can identify potential issues and work to mitigate before they surface
  • Passionate and knowledgeable about venture capital and/or private equity; intimately understand the pressures facing clients
  • Organized and calm under pressure; able to manage competing demands while persevering to solve ambiguous problems
  • Ability to work cross functionally and drive progress forward
  • Intimately understand the health and needs of Carta’s venture client ecosystem and use this knowledge to prioritize growth plans and improve customer engagement and loyalty
  • Strong critical thinking, problem solving, and decision making skills

Skills

TaxK-1 PreparationFund AdministrationVenture CapitalPrivate EquityCross-Functional CollaborationTeam ManagementProcess Automation

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