The Problems You'll SolveOversee QSBS attestation opinions for companies and shareholdersPerform tax regulatory researchInterpret tax regulations and guidance, particularly those related to QSBSDevelop technical QSBS policyEducate customers on factors impacting QSBS statusDevelop QSBS-specific learning and development contentProvide real-time feedback to and mentor analystsManage multiple projects and deadlines simultaneouslyCollaborate with team members to share information and insightsMaintain an in-depth understanding of Carta's software platform and productsIdentify, reproduce, and document bugs for the product and engineering teamsAssist with product development by testing new features and bug fixes as well as surfacing customer feedbackThe Team You'll Work WithIn 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 HaveThe 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 YouJ.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 QSBSVenture and M&A or restructuring experience is a plusKnowledge 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 auditorsExcellent problem solving and analytical skillsAbility to address tax-related questions in a clear and concise mannerA strong preference for creating new processes over following established processesExperienced multi-tasker with ability to balance dozens of projects at any given timeHighly organized with a strong attention to detailPossess a helpful and professional attitude with excellent verbal and written skillsExhibit diplomacy, tact, and poise under pressure when working through customer issues as well as a strong sense of curiosity to solve problemsSalaryCarta'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, WAFinal offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.
