Prepares and reviews US Federal partnership tax returns for venture capital funds using proprietary tax software, collaborates on cross-functional projects, and automates tax workflows in a fast-paced fintech environment. Requires CPA eligibility and investment vehicle tax expertise.
Salary not listed
On-siteFinance & Accounting
About the role
Responsibilities
Prepare and review US Federal tax returns and IRS e-filings, focusing on partnership tax returns for venture capital funds and investment vehicles using Carta's proprietary tax engine.
Collaborate with accounting, fund administration, and compliance teams on tax issues related to products and services.
Work on team projects including legal and financial tasks, and interact with clients on investment structures.
Productize tax workflows for speed and accuracy, scale post-deal processes, and leverage technology to automate tax processes.
Requirements
US Federal tax experience in preparation and filing of tax returns, especially partnership tax returns.
Fully qualified CPA (or eligible to sit for CPA exam) with knowledge of US tax filings for investment vehicles.
High attention to detail (written and quantitative), ability to navigate complex tax structures.
Organized, calm under pressure, strong critical thinking, problem solving, and decision making skills.
Passionate about venture capital, able to multitask and meet deadlines in fast-paced environment.
Experience leveraging technologies to automate processes.
Strong communication skills.
Skills
Us Federal TaxPartnership TaxCPAIrs E-FilingTax AutomationVenture Capital TaxTax EngineExcelCritical ThinkingProblem Solving
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