Legend Biotech is seeking a Senior Manager, Internal Controls & Sustainability Reporting as part of the Finance team based in Bridgewater, NJ.

Role Overview

The Senior Manager, Internal Controls & Sustainability Reporting is responsible for executing the design, implementation, evaluation, and continuous improvement of the company’s internal control framework across financial reporting and select non‑financial reporting processes. This role plays a critical leadership position in ensuring compliance with SOX (404), managing enterprise-wide control assessments, partnering with business and IT leaders, and serving as a key liaison with Internal Audit and external auditors.
This role is critical to maintaining the integrity of the company’s reporting and supporting growth through strong governance and risk management. The Senior Manager, Internal Controls & Sustainability Reporting will also support the development and enhancement of sustainability reporting, and will have high visibility with finance leadership and the opportunity to meaningfully shape the internal control environment.
Prior experience with sustainability or ESG reporting is not required

Key Responsibilities

SOX & Internal Controls Leadership

• Drive the company’s SOX 404 compliance program end to end, including scoping, risk assessment, control design, testing strategy, remediation, and certification support.
• Evaluate the effectiveness of entity-level, process-level, and IT general controls (ITGCs).
• Support management’s assessment of internal controls over financial reporting (ICFR) and support quarterly and annual certifications.

Risk Assessment & Control Design

• Partner with process owners to identify financial reporting risks and design efficient, scalable controls.
• Assist in the standardization and optimization of controls, reducing redundancy while maintaining compliance.
• Assess the impact of new accounting standards, system implementations, acquisitions, and process changes on internal controls.

Audit & Stakeholder Management

• Coordinate walkthroughs, testing, issue resolution, and audit deliverables, proactively managing timelines and risks to prevent delays.
• Support the remediation of control deficiencies, including significant deficiencies and material weaknesses.
• Track control deficiencies, lead root cause analysis, and oversee remediation efforts through closure.

Process Improvement & Governance

• Support continuous improvement initiatives, including automation and use of governance, risk, and compliance (GRC) tools.
• Support broader GRC initiatives as needed.
• Assist with special projects for the Controller or CFO, including M&A integration and transformation initiatives.

Operational Audits

• Track and drive closure of operational audit deficiencies impacting the finance function, including follow‑up and remediation oversight.
• Collaborate with operational managers to design and implement effective controls to mitigate identified deficiencies.
• Modify policies, procedures, and internal control documentation to reflect corrected processes.
• If necessary, provide training to staff on updated processes and strengthen the overall control culture.

Sustainability Reporting (expected to be 25-50% of role)

• Support sustainability reporting processes aligned with global regulatory frameworks to promote accuracy, completeness, and assurance readiness.
• Assist with the development and maintenance of internal control frameworks over sustainability data.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field.
• 7+ years of progressive experience in internal controls, SOX, public accounting, or a combination thereof. Big 4 or national public accounting firm experience a plus.
• Strong knowledge of COSO framework and exposure to IT general controls and automated control environments.
• Exposure to automation, data analytics, and/or AI‑enabled tools is a plus.
• ESG or Sustainability reporting experience preferred, not essential.
• CPA a plus.
• Knowledge of IFRS a plus.

#Li-LB1

#Li-Hybrid

Legend Biotech is seeking a Sr. Director, R&D Finance FP&A and Portfolio as part of the Finance team based in Bridgewater, NJ.

Role Overview

A key member in the Pipeline Finance team, serving as the dedicated financial partner for the Pipeline functions, leading Finance Analyst in Data Management, Reporting and Dashboarding, and Analytics support senior management decision making. Based in the US, this role reports directly to our CFO.

This role will take charge of end-to-end financial planning, budgeting, forecasting and analysis work in the R&D field, support the establishment and optimization of a standardized FP&A system, provide professional financial support for the implementation of R&D strategies, optimal allocation of resources and investment decisions, collaborate effectively with cross-functional teams, and ensure that the R&D financial FP&A work is aligned with the overall financial strategy of Legend and Pipeline BU.

It translates Pipeline strategy into actionable plans for Pipeline projects, provides tailored financial analysis, budgeting and forecasting, and collaborates with Pipeline leadership, other FP&A colleagues and Pipeline Finance Analysts to ensure financial alignment and data-driven decisions.

The Ideal candidate should have pharmaceutical/biotech FP&A experience with RD familiarity, strong strategic thinking, data analysis and independent work abilities. Must be US-based, able to collaborate cross-functionally in a matrix environment, and support RD Finance strategy execution.

The ideal candidate will have a strong track record of driving improved financial performance, enhancing productivity, strengthening internal controls, and advancing systems and processes. Success requires high learning agility, the ability to collaborate across diverse and geographically dispersed teams, and skill navigating a complex, matrixed environment.
Strong leadership is essential to support business decision-making and ensure smart resource allocation across the R&D pipeline.

Key Responsibilities

Strategy & Portfolio Financial Leadership

• Support RD Finance Head in defining the financial strategy for Pipeline BU, as well as the overall development portfolio, including resource allocation across the pipeline.
• Align Pipeline Finance strategy with Pipeline needs, support FP&A process optimization and standardize best practices across projects and therapeutic areas.
• Provide strategic financial input into the Pipeline Strategy and business plan, enhancing transparency of cost, value, and return on investment.

FP&A Execution & Budget Management

• Develop operating plans and budgets that support timely and high-quality delivery of business objectives, including benchmarking and tracking efficiency improvements.
• Take charge of budget preparation, review, consolidation and variance analysis, ensuring alignment with R&D strategy and Pipeline priorities.
• Regularly report budget execution, forecast deviations and performance to the RD Finance Head with targeted insights.

Consolidation, Analytics, Financial Analysis & Decision Support

• Leading RD Finance consolidation, data management, reporting and analytics.
• Conduct RD-focused financial analysis (cost, ROI, resource efficiency) and apply advanced financial skills to address early development uncertainty.
• Partner with Pipeline leadership team to support project prioritization, resource allocation and investment decisions, maximizing portfolio value.
• Track Pipeline financial KPIs, establish performance measurement frameworks, analyze deviations and propose improvement measures to drive continuous improvement.
• Ensure high-quality financial evaluations for investment decisions and prepare robust financial materials for Senior Executive Team review.

Cost Control & Compliance

• Manage budget execution, warn of risks, coordinate corrective actions and control costs to ensure operational plans remain within established budgets.
• Identify cost optimization opportunities and support implementation to enhance resource utilization efficiency.
• Maintain accountability for SOX and FCF controls, ensure FP&A compliance with Finance Standards, policies and relevant global clinical trial accounting policies.

Collaboration & Process Enhancement

• Collaborate with the Pipeline team to understand business needs and resolve financial collaboration issues.
• Coordinate with other FP&A colleagues and RD Finance Analysts for data/report support, aligning ways of working.
• Identify and support partnership opportunities and external collaborations to enable portfolio growth.
• Develop and optimize FP&A processes that effectively support evolving R&D and Pipeline business needs, contributing to global policy/program implementation

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA, CPA, or CMA is a plus.
• 15+ years of progressive FP&A experience, preferably in the biotech/pharmaceutical industry, with specific experience supporting R&D functions.
• Demonstrates expertise in financial modeling, budgeting, and forecasting.
• Advanced proficiency in Excel (Pivot tables, macros, data modeling).
• Expertise in Anaplan (as the SME) and familiarity with ERP systems (e.g., SAP).
• Experience with data visualization tools (e.g., Tableau, Power BI).

#Li-LB1

#Li-Hybrid

Legend Biotech is seeking a Treasury Analyst (Contractor) as part of the Finance team based in Bridgewater, NJ.

Role Overview

Performing in a fast-paced environment, the Treasury Analyst will be a key member of Legend’s Treasury organization.  This role will have unique exposure to various levels of the business through participation in cash management, forecasting, reporting, and improvement initiatives.  This is a contract role of 9+ months duration.

Key Responsibilities

• Preparation of cash forecasts, Intercompany funding & FX position projections.
• Reviewing and supporting liquidity optimization and FX management.
• Preparing management reporting; actual performance, cash management targets, quarterly forecasting, monthly CFO reporting and long-range planning.
• Working closely with Treasury leadership to prepare executive level presentations providing insightful analysis for key stakeholders.
• Support opening/closing of bank accounts and bank account mandates.
• Administer online banking systems.
• Participating in the Vendor onboarding compliance process.
• Administering and supporting the corporate card and travel accounts.
• Participate in internal and external audit reviews, information requests and process walkthroughs as needed.
• Developing and implementing methods and strategies to continually improve processes and enhance controls.
• Support month-end close activities as needed.
• Ad hoc responsibilities and projects as required.

Requirements

• Bachelor’s Degree required; a major in Accounting or Finance preferred.
• Professional certifications/membership (ACT/IACT).
• Professional certification (CFA/CMA/ACA/ACCA/CIMA) preferred.
• MBA or Advanced Degrees preferred.
• A minimum of 5 years of progressive Treasury experience.
• Experience in a Global environment.
• Prior life sciences industry experience is preferred.
• Knowledge of SOX financial controls on Accounting and Reporting processes is preferred.
• Ability to partner and collaborate with all levels of the organization.
• Ability to prioritize, manage time effectively and escalate issues appropriately.
• Excellent written and verbal communication.
• Complex modeling, forecasting and valuation capabilities with focus on tracking key assumptions.
• High proficiency with Microsoft Office applications (Excel & PowerPoint) required; Excellent data management and reporting skills required.
• High proficiency with business reporting and analysis tools (Anaplan or OneStream preferred).
• Knowledge of common business and financial drivers and deep-dive analysis.
• Experience in continuous improvement initiatives, root cause analysis and project management.
• Experience in ERP systems (SAP, etc) strongly preferred.

#Li-FB1

#Li-Hybrid

Fairstead has an exciting opportunity to oversee a region of growing properties. The Regional Property Manager oversees the day-to-day operations of communities in their assigned region, implementing policies, procedures, and practices to enable each property to meet budgeted financial goals and achieve operational performance objectives.  

RESPONSIBILITIES: 

• Complete oversight of all real estate property management functions including managing the day-to-day administrative and maintenance operations in their region. 

• Creates and implements leasing and marketing plans, resident relations, budget preparation and financial reporting, and monitoring compliance with HUD. 

• Prepares monthly variance analysis reports (Financial Overviews) for submission to CFO (Chief Financial Officer). 

• Conducts monthly budget review to ensure sites are meeting NOI. 

• Ensures that all resident complaints are handled expeditiously, diplomatically, and professionally. 

• Supervises the appropriate building security measures, incident documentation, lease violation reports and proper notification of management, owner, and/or insurance carriers where necessary. 

• Develops, implements, and assures continued implementation of preventive maintenance programs.  

• Ensures that maximum economic rents are achieved through active rent level management, general and targeted outreach methods, assurance of leasing skills, and resident retention programs. 

• Responsible for vouchering through TRACS and ensuring all voucher related issues are handled expeditiously and turned around to the Contract Administrator. 

• Coordinates with staff & third-party contractors to ensure all work orders are closed out with signatures and photos of all work. 

• Approves the purchases of large-scale items/repairs. 

• Performs other related duties as required. 

BENEFITS: 

• Generous employer contribution for Medical Insurance through Meritain Health. 

• Employer Paid Vision Plans. 

• Company Matched 401(k) Retirement Plan: 100% of the first 3%; 50% of the next 2%. 

• 12+ paid Holidays. 

• 20 days of PTO. 

• 7 Sick days. 

• Employer Paid Life Insurance. 

• Flexible Spending Account. 

• Nationwide Pet Insurance. 

• Disability Insurance. 

• Laser Correction Discount. 

• Employee Discounts on appliances, apparel, and more. 

QUALIFICATIONS: 

• Two (2) years of experience as a Regional Property Manager. 

• Proficiency in YARDI and Realpage is required. 

• Experience with preparation and oversight of REAC and MOR inspections. 

• Exceptional communication, customer service, and organizational skills. 

• Ability to diffuse difficult situations. 

• Knowledge of the NYC residential market (Rent Stabilization, DHCR, HPD). 

• In-depth knowledge of Affordable Housing. 

• Ability to manage multiple priorities while demonstrating the initiative to produce results and resolve problems. 

• Bilingual in English and Spanish is a plus. 

• Able to effectively present information and respond to questions from management, vendors, and associates. 

• Adhere to tight deadlines and quick turnaround for deliverables. 

• Ability to work collaboratively in a dynamic environment where adaptability is imperative. 

• Strong written and oral skills. 

• Accurate with a strong attention to detail. 

• Proficient in Microsoft Office Suite. 

About Faropoint

Meaningful Relationships.  Ownership.  Curiosity.  Tenacity.

Established in 2012, Faropoint is a pure play RE fund manager focusing on the last mile industrial sector. Having acquired more than 500 warehouses to date, it is the most active aggregator of warehouses in the US in the past five years. Our platform is built to harness the sector’s fragmentation, operating through 7 regional offices with 120+ employees in vertically integrated teams enhanced by proprietary AI-driven tools, while benefiting from compelling fundamentals like constrained supply growth, reshoring, and e-commerce tailwinds.

The Senior Vice President, Head of Fund Accounting is a senior leadership role responsible for the full financial reporting & analysis lifecycle across Faropoint's funds platform. Reporting directly to the CFO, this executive will own fund-level financial statements, LP reporting, tax compliance and reporting, lenders covenant reporting, funds’ sources & uses planning, and the oversight of third-party fund administrators and external auditors.

This is an opportunity for a seasoned fund accounting leader to build and scale a best-in-class accounting function in a high-growth, entrepreneurial real estate investment environment. The ideal candidate brings deep technical expertise across IFRS and US GAAP, a strong understanding of private real estate fund structures and economic mechanisms, and the operational mindset to lead a team of approximately ten professionals and various internal / external stakeholders.

Key Responsibilities

Fund Financial Reporting

• Own the preparation and review of quarterly and annual financial statements for all active fund vehicles under both IFRS and US GAAP frameworks.
• Oversee preparation of the firms’ performance tables and various ad-hoc investors reporting templates and requirement.
• Lead internal quarterly funds’ performance review and analysis to drive actionable insights for various stakeholders – finance team, asset management, acquisitions, etc.
• Ensure the accuracy, completeness, and timeliness of fund-level reporting, including NAV calculations, capital account statements, and waterfall computations.
• Oversee LP financial reporting packages, including schedules, and supplemental performance data, in close coordination with the Investor Relations and Legal teams.
• Manage period-end closing processes across funds, ensuring internal deadlines are met with precision.

Fund Administrator Oversight

• Serve as the primary point of oversight for third-party fund administrators, reviewing their work product, managing SLAs, and holding them accountable to quality standards.
• Establish and maintain internal controls to review and validate administrator outputs prior to distribution or filing.
• Lead the evaluation and onboarding of fund administration relationships as new vehicles are launched.

Audit & Compliance

• Manage the full annual audit cycle across all fund entities, serving as the primary liaison with external auditors.
• Ensure audit readiness throughout the year by maintaining organized, defensible workpapers and documentation standards.
• Oversee compliance with all applicable regulatory requirements across fund jurisdictions.

Tax Compliance & REIT Administration

• Direct tax compliance activities across hundreds of fund and property-level entities, including partnership returns, state filings, and REIT qualification testing.
• Execute REIT compliance programs, including income and asset tests, distribution requirements, and prohibited transaction monitoring.
• Coordinate with external tax advisors (Big 4 and specialist counsel) on complex multi-jurisdictional matters, including U.S. tax treatment for non-U.S. investors (QFPF, Non-QFPF, European, and other investor types).
• Ensure timely preparation and filing of all tax returns across the fund entity structure.

Lender & Debt Portfolio Reporting

• Oversee complex financial covenant compliance reporting across the firm's debt portfolio, spanning multiple institutional credit facilities, permanent loans, development loans, back leverage, etc. including ongoing lender relationships.
• Ensure accurate and timely delivery of lender reporting packages, borrowing base calculations, and compliance certificates.
• Partner with the Debt Capital Markets team on loan closings, documentation review, and post-closing reporting obligations.

Investment & Asset Management Collaboration

• Work closely with the investment team to analyze fund and asset-level financial results, including variance analysis, NOI attribution, and return modeling.
• Provide accounting input on deal structuring, acquisition due diligence, and asset disposition modeling.
• Support underwriting assumptions with historical actuals and portfolio-level trend data.

Investor Relations Partnership

• Partner with the IR team on LP reporting deliverables, capital call and distribution notices, and ad hoc investor data requests.
• Prepare and review PCAP statements, K-1 packages, and other investor-facing financial communications.
• Support responses to LP due diligence questionnaires and audit requests as they relate to fund financials.

Team Leadership & Development

• Lead, mentor, and develop a team of approximately ten Controllers and Assistant Controllers.
• Set clear performance expectations, conduct regular reviews, and create structured development pathways for team members.
• Foster a culture of accountability, continuous improvement, and intellectual rigor within the accounting function.
• Drive process automation and operational efficiency initiatives, including integration of accounting systems and workflow tools.

Qualifications

Required

• 10-15 years of progressive fund accounting experience, with significant exposure to private equity real estate fund structures.
• Experience with multi-jurisdictional tax compliance and investor tax structuring (domestic and international investors).
• Deep technical proficiency in US GAAP, with hands-on experience preparing or reviewing fund-level financial statements.
• Demonstrated experience managing tax compliance and filing programs across large, multi-entity structures.
• Proven track record overseeing external audits and fund administrators in a management capacity.
• Strong understanding of debt structures, loan covenants, and lender reporting obligations within a real estate context.
• Experience managing and developing a team of 8+ accounting professionals.

Preferred

• Prior experience at a Big 4 firm, followed by a senior role at a real estate private equity manager.
• Familiarity with Yardi, MRI, or similar real estate accounting platforms.
• Experience with industrial or logistics real estate asset classes.
• MBA or advanced degree in Accounting, Finance, or related field.

About Our Benefits

• Competitive base salary in the $200,000-$300,000 range, plus discretionary bonus and long-term incentives.
• Unlimited paid time off.
• Comprehensive health insurance options, including Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability, with the majority of premiums covered by Faropoint.
• 401(k) retirement plan with company match.

Equal Opportunity Employer

Faropoint is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better, and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce.

The Problems You’ll Solve 

• Help provide leverage to our clients by understanding and prioritizing their needs while effectively scaling our services. Some of the strategic support that we provide includes:
• Capital calls
• Audit/tax support
• Pre/post close services
• Quarterly and annual financials
• Limited Partner communications

• Bring transparency to founders, VCs, and LPs and help our clients make more accurate decisions by helping them utilize our tools and resources such as:
• Real-time IRR
• Real-time portfolio data
• Provide additional data points (TVPI, RVPI)

• Improve our product and software through working with our product and engineering teams to continue to develop our Venture Capital product suite
• Turn a service industry into a software business through consulting with clients and implementing our Fund Administration software

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing, and we have a proven product/market fit in the venture capital space. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, deliver consistent on-time results, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

The Impact You’ll Have

Our goal is to position Carta as the leading Fund Administration group. As a Senior Fund Accountant at Carta, you will be part of a highly dynamic team to support our goal and the future of the Fund Administration business. In this role, you will partner with top venture capital firms to streamline their financial accounting needs. You will have the opportunity to work cross-functionally with our product, engineering, go-to-market and operation teams, all while growing your foundational knowledge of accounting in an engaging, fast-paced environment.

About You

• You have strong critical thinking and problem solving skills, and accurately judge when to make decisions versus escalate them
• You’re interested in providing best-in-class-service 
• You communicate information in a timely, appropriate manner to all relevant stakeholders and are able to multitask to meet multiple deadlines 
• You have an understanding of Venture Capital, Private Equity, Hedge Funds, Fund Administration
• You have experience interpreting and understanding Limited Partnership Agreements
• You’re interested in working on projects in a fast paced environment with a supportive team and as an individual

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.

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

$74,290.00 - $87,400.00 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

The Team You’ll Work With

You’ll be joining Carta’s Tax team as a US Federal tax preparer and reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our clients.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

The Problems You’ll Solve

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

About You

Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns.

You are a fully qualified CPA (or eligible to sit for CPA exam) who understands the intricacies of US tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified.  

Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.

• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual
• You have experience leveraging technologies to automate processes and gain efficiencies
• You have strong critical thinking, problem solving, and decision making skills
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines

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

•  $90,440.00 - $106,400.00 in Seattle, WA

We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors.

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Tax Associate, you’ll work to: 

• Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy?
• We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online?
• We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created?

The Team You'll Work With

You’ll be joining Carta’s Tax team as a Tax Associate, assisting in delivering tax returns and supporting the delivery process.

Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). 

You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services.

About You

Must have experience supporting the preparation and filing of tax returns and IRS e-filings. Some of the responsibilities of this role include:

• Assist with tax return processing including e-filing and mailing of federal and state filings, as applicable.
• Scan and file federal and state notices as received and maintain notice tracker.
• Assist with routing tax-related client inquiries to the relevant federal, state or international tax team members.
• Collect and validate relevant tax records and financial data via proprietary Carta Tax software to facilitate the preparations and reviews of tax returns.
• Support special projects on an ad-hoc basis.
• Provide administrative support to tax team leaders.
• Experience with income tax filing software such as GoSystems Tax RS, but not required.
• Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures.
• High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this.
• Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems.
• You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual.
• You have experience leveraging technologies to automate processes and gain efficiencies.
• You have strong critical thinking, problem solving, and decision making skills.
• You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines.