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Tax Associate - QSBS Specialist

Carta

Carta

San Francisco, CA, USA · New York, NY, USA · Seattle, WA, USA
Posted on Monday, June 17, 2024

The Company You’ll Join

Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places.

Carta is trusted by more than 40,000 companies and over two million people in nearly 160 countries to manage cap tables, compensation, and valuations. Carta also supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under administration. Carta's tender offer solutions have returned $14B to shareholders in secondary transactions. Today, Carta’s platform manages nearly three trillion dollars in equity globally.

For more information about our offices and culture, check out our Carta careers page.

The Problems You’ll Solve

  • Oversee QSBS attestation opinions for companies and shareholders
  • Perform tax regulatory research
  • Interpret tax regulations and guidance, particularly those related to QSBS
  • Develop technical QSBS policy
  • Educate customers on factors impacting QSBS status
  • Develop QSBS-specific learning and development content
  • Provide real-time feedback to and mentor analysts
  • Manage multiple projects and deadlines simultaneously
  • Collaborate with team members to share information and insights
  • Maintain an in-depth understanding of Carta’s software platform and products
  • Identify, reproduce, and document bugs for the product and engineering teams
  • Assist with product development by testing new features and bug fixes as well as surfacing customer feedback

The Team You’ll Work With

In this role, you will serve as Carta’s top expert on qualified small business stock (QSBS). This is a pivotal role that requires the highest level of responsibility. You will be responsible for overseeing QSBS attestation opinions for complex factsets with limited regulatory guidance. In this role, you’ll be part of a highly dynamic team that’s creating the future of private capital markets.

This role will provide a front row seat into the world of private company finance and the venture industry. As a Technical Tax Manager/Senior Manager, you will be on the front lines of Carta’s efforts to make it simple for companies to help their shareholders take advantage of potential tax savings.

The Impact You'll Have

The Carta Equity Platform Team is the nation’s leading provider of private company valuations, provides financial reporting and tax advisory services, and plans to expand and grow into new areas. As a Technical Tax Manager/Senior Manager, you will be instrumental to facilitate the explosive growth of our practice. The ideal candidate will be comfortable communicating with executives, attorneys, auditors, and investors.

About You

  • J.D. or C.P.A.
  • Minimum of 7+ years of experience as a practicing lawyer or accountant with a high level of U.S. tax technical ability in key areas of corporate tax, particularly with regard to QSBS
  • Venture and M&A or restructuring experience is a plus
  • Knowledge of technical financial issues related to venture-backed companies (e.g., SAFEs, R&D expense amortization, etc.)
  • Comfort interacting with C-suite executives, attorneys, and auditors
  • Excellent problem solving and analytical skills
  • Ability to address tax-related questions in a clear and concise manner
  • A strong preference for creating new processes over following established processes
  • Experienced multi-tasker with ability to balance dozens of projects at any given time
  • Highly organized with a strong attention to detail
  • Possess a helpful and professional attitude with excellent verbal and written skills
  • Exhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problems

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 minimum cash compensation (salary + commission if applicable) range for this role is:

  • $156,400 - $184,000 in San Francisco, CA, Santa Clara, CA, and New York, NY
  • $140,760 - $165,600 in Seattle, WA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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 recruiter via email. As a company, we value fairness, helpfulness, transparency, leadership and build our teams around these values. Check out our careers page to get to know us better as you think about your next step at Carta.

Important Security Notice for Candidates

Our company has been targeted by individuals creating fake domains similar to ours to scam prospects and candidates. Please note that all official communications from us will come from an @carta.com domain. Be cautious of any requests for sensitive information or payments outside of our official channels. For more information about this type of scam, please review the guidelines provided by the Federal Trade Commission (FTC). If you encounter any suspicious activity, please report it immediately to recruiting-systems@carta.com.

Awards and Acknowledgements

Companies and funds like Tribe and Pipe build their businesses on Carta. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company's Most Innovative list, and Inc.’s Fastest-Growing Private Companies. We’ve also been recognized as a 2023 Built In Best Place to Work in the U.S., a Muse VIBE Award winner in the Vacation and Time Off category and certified as a Great Place to Work.

Interested in data privacy? Check out our policies on Privacy and CA Candidate Privacy.