Noom is on a mission to help people live better, longer. We’re a consumer-led digital health company, connecting people to content, coaching, community, and clinicians, to build lasting habits and live healthier lives. We’re a high-growth organization powered by science, technology, and world-class talent. When you join Noom, on any team, you’ll see the impact of your work on the world.

Our FP&A Team

Noom’s FP&A team drives growth through rigorous, data-driven analysis and close partnership across the business. The team’s work spans nearly every aspect of Noom—from supporting weekly planning and forecasting processes to sizing new product opportunities and evaluating strategic initiatives. We prioritize automation and scalable tools to reduce manual work, allowing the team to focus on deep analysis, clear storytelling, and delivering insights that support fast, informed decision-making across the organization.

About the Role

We’re hiring a Senior Financial Analyst to support executive reporting, financial modeling, and business decision-making across both revenue and cost areas of the business. This role will flex across subscriber, revenue, gross profit, and OPEX forecasting, depending on business needs and candidate strengths. 

This role sits at the intersection of Finance, Product, and Data, making it ideal for someone with a background in investment banking, corporate finance, or high-impact FP&A. You’ll thrive in a fast-paced, high-growth environment where priorities move quickly and expectations are high. You’ll go beyond reporting numbers—translating financial data into clear, actionable insights that inform strategy and execution.

You Will

• Build and maintain sophisticated financial models to support:
• Subscriber, revenue, and gross profit forecasting
• OPEX forecasting and variance analysis across departments
• Strategic initiatives such as pricing changes, new product launches, market expansion, and potential M&A
• Own monthly close and forecast processes for assigned areas, including:
• Detailed variance analysis versus plan and prior periods
• Executive-ready presentations explaining performance drivers
• Partner closely with Accounting and Treasury to ensure accurate forecasting, monthly actuals, balance sheet projections, cash flow visibility, and working capital management
• Support the development and ongoing management of Lifetime Value (LTV) calculations across products
• Drive FP&A process improvements, identifying opportunities to automate reporting and enhance analytical capabilities
• Analyze large datasets to extract insights and deliver recommendations to stakeholders across the organization
• Manage and support expense approval processes (e.g., Tropic), as applicable
• Perform ad-hoc analyses to evaluate business opportunities and support time-sensitive decision-making
  
  

About You

You’re analytical, detail-oriented, and comfortable operating in a fast-moving, results-driven environment. You take ownership of your work, review your own outputs carefully, and are willing to push when needed to deliver high-quality results.

You Have

• 3+ years of experience in Investment Banking, FP&A, or Corporate Finance, ideally within a DTC or subscription-based business
• Deep financial modeling expertise in Excel, including forecasting, valuation, and scenario analysis 
• Experience building and working with forecasting and valuation models, including three-statement models and DCFs
• Strong presentation skills with the ability to clearly communicate insights to senior executives (PowerPoint required; Google Slides can be learned)
• Proficiency with PowerPoint, Google Sheets/Slides, Adaptive, Tableau, and Looker (Mixpanel or Alteryx a plus)
• Strong work ethic, attention to detail, and a bias toward execution in ambiguous, high-growth environments
• Experience with M&A or strategic finance is a plus, but not required
  
  

What Makes This Job Amazing

• High-impact role with direct visibility into leadership decision-making
• Exposure to both revenue-driving and cost-structure areas of the business
• Collaborative, fast-moving team where decisions are made quickly and executed at scale
• Access to large-scale data and complex, meaningful financial problems

What You'll Earn and Enjoy 

• Pay that reflects your impact. Compensation benchmarked to the market and shaped by your impact and value.
• Investment in your future. A 401(k) with company match to help you build long-term financial security.
• Time to truly recharge. Paid holidays, generous time off, Summer Fridays, and a company-wide Summer Break week so the whole team can unplug together.
• Care that covers it all. Access to top-tier medical plans for you and your family, including a premium-free plan option, alongside dental, vision, and life insurance.
• Support for growing families. Paid parental leave to give you the time and flexibility to focus on what matters most.
• And more to help you thrive. Stock awards, performance-based bonus, and exclusive access to Noom’s products, so you can grow with us, win with us, and enjoy what we build.

The base salary range for this position is $87,000-$117,000. Actual compensation is determined by job-related factors, including experience, skills, qualifications, and location. 

This role is eligible for our NYC or Princeton office locations, operating on a hybrid schedule (2 days per week on-site).

More About Noom

Noom is a leading whole-person health platform on a mission to help people live better, longer. We combine personalized medication with the science of behavior change and psychology, to help people build lasting habits and live longer, healthier lives. With nationally-recognized, holistic programs spanning weight, diabetes prevention, GLP-1 support, menopause, longevity, and more, we serve millions through health plans, employers, and direct-to-consumer offerings. As a trailblazer in the world of health and wellness, Noom makes healthy living easy, fun, and deeply rewarding.

We’re more than a health tech company—we’re a movement. This belief extends to our culture: we empower our people to think big, act boldly, and take pride in their contributions to shaping the future of health. With a strong remote culture, as well as offices in NYC and Princeton, we’ve been named one of the Best Places to Work by Inc., Fortune, Glassdoor, and Quartz—including honors for technology and diversity.

Join us in shaping the future of health. Whether you're remote or in-office, you’ll be part of a passionate, mission-driven team working to make the world a healthier place—one habit at a time.

Noom is proud to be an Equal Opportunity Employer, and all applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, caste, national origin, physical or mental disability, protected veteran status, age, or any other characteristic protected by applicable law. Noom is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities. 

To help protect against potential hiring scams, please be aware that all email communications from the Noom Talent team and/or hiring managers will come only from an @noom.com email address. Please ignore any messaging or communication from other domains (e.g. @noom.team). Noom will never ask you for personal payment, require you to purchase equipment, conduct an interview process or messaging exchange via Microsoft Teams, or extend a job offer without the completion of a multi-step interview process featuring a combination of phone, Zoom, and in-person interviews, as well as references. If you are unsure about the validity of a Noom job posting on another website, we strongly encourage you to apply directly through our website.

Job Summary

Real Chemistry has a newly created role on our growing Treasury Team and we are seeking an experienced Treasury Analyst to join as we expand our department to support company growth.  This role will provide operational support on all treasury matters for the company, including such areas as Bank Account Management and Cash Management, reporting to the Manager of Treasury – Cash Operations.  The Treasury Analyst role requires the ability to establish and maintain strong working relationships within a collaborative team and serve as a liaison to business units and external banking partners.

Responsibilities –

Responsibilities include, but are not limited to, the following:

• Cash & Liquidity Management
  • Prepare daily cash reports of worldwide cash balances on a weekly basis for distribution to appropriate parties
  • Monitor daily cash positioning of respective accounts and communicate cash liquidity or any potential liquidity needs based on current cash flow forecasting models and actual transaction activity
  • Assist in effective cash management strategies with short-term investment/redemption recommendations for cash coverage purposes as well as cash consolidation analysis to the Manager of Treasury
• Bank Account Management
  • Maintain the Master bank account database and tracking of current bank requests
  • Manage and execute all requests relating to authorized signer updates, opening and/or closing of bank accounts
  • Liaise with our banking partners to follow up and ensure proper bank account setups, products & services related to accounts are added, and servicing any other banking needs or troubleshooting for the various business units.
  • Work closely with banking institutions to mitigate fraud risk, settle discrepancies and assist with banking integrations
  • Ensure banking institutions are provided with any required documentation as requested including KYC
  • Serve as additional Security Administrator on banking platforms
• Treasury Operations
  • Assist in transition of the banking relationships and implementation of banking infrastructures, as needed, related to the integration of newly acquired companies and/or global expansion initiatives
  • Support the implementation of any Treasury related systems and/or platforms
  • Participate in post-acquisition integration projects, internally and externally, for Treasury functions
  • Complete administrative tasks in conjunction with the Manager of Treasury for existing Debt Facilities such as committed loan notices, rate reset continuation letters, as well as any associated tracking and/or calculations.
  • Adhere to and aid in the documentation of appropriate Internal controls for Treasury processes
  • Additional duties, special projects, and ad hoc analyses as necessary

Required Knowledge & Skills –

• Strong analytical and problem-solving skills
• Detailed oriented, strong attention to accuracy, and self-motivated
• Hard-working, reliable team player and fast learner
• Excellent verbal and written communication skills

Required Education & Experience -

• Bachelor’s degree in finance, accounting, business, or another related field
• MBA, CTP strongly preferred
• Minimum 3-5 years of prior work experience, preferably in a Treasury, Banking, or Finance role
• Experience with banking and e-commerce software and websites (including JPM ACCESS, CIBC, Citi, HSBC, First Merchants, State Street FundConnect, Morgan Money)
• Microsoft Windows and Office proficiency
• Advanced Microsoft Excel skills
• TMS/ERP  preferred (Trovata/NetSuite)
• Solid understanding of Accounting, Finance, and Business principles

Pay Range: $60,000-$70,000

This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

Who We Are

Cross River builds the infrastructure behind the world’s most innovative financial products. Our technology and capital solutions power payments, cards, lending, and digital asset capabilities that move money safely, instantly, and inclusively — trusted by leading fintechs, enterprises, and disruptors across the globe.

Our mission is simple: to build the financial infrastructure that expands access and opportunity for all. Guided by a culture of collaboration, curiosity, and purpose, Cross River has been named one of American Banker’s Best Places to Work in Fintech year after year. Whether you’re designing code, solving regulatory puzzles, or developing strategy, you’ll join a team where innovation and integrity drive everything we do — and where your work helps shape the future of finance.

What We're Looking For

We are seeking an experienced and strategic VP, Corporate Development to lead and drive mergers and acquisitions, strategic venture investments, and high-impact corporate initiatives. This role is ideal for a seasoned professional with deep expertise in deal execution, corporate strategy, and fintech innovation. You will serve as a key leader within the organization owning the end-to-end transaction lifecycle, shaping our growth strategy, and partnering directly with the executive team to identify and capitalize on opportunities that accelerate the future of our business. The ideal candidate is a strategic thinker with strong leadership presence, exceptional judgment, and a proven ability to deliver results in a fast-paced, dynamic environment.

 Responsibilities:

• Lead and manage the full lifecycle of M&A transactions and strategic initiatives from target identification, due diligence, and deal structuring through negotiation, execution, and post-merger integration
• Drive the strategy and pipeline for Cross River Digital Ventures, including sourcing, evaluating, and managing venture capital investments in alignment with the company's strategic priorities
• Develop and own the corporate development roadmap, proactively identifying growth opportunities, strategic partnerships, and emerging market trends that align with the company's long-term vision
• Build and present compelling investment theses, financial models, and strategic frameworks to the executive team and Board of Directors to support critical decision-making
• Serve as a trusted advisor to senior leadership on matters of corporate strategy, capital allocation, and market positioning
• Lead cross-functional collaboration across Finance, Legal, Product, Compliance, Technology, and other key stakeholders to ensure seamless deal execution and integration
• Manage and mentor junior team members (Analysts and Associates), fostering professional development and building a high-performing Corporate Development function
• Cultivate and manage relationships with external advisors, investment banks, law firms, venture partners, and target companies to expand the firm's strategic network
• Author and deliver executive-level reports, board materials, and strategic memos that clearly articulate opportunity assessments, risks, and recommendations

Qualifications:

• 7+ years of progressive experience in investment banking, private equity, corporate development, venture capital, management consulting, or a related strategic finance role
• Demonstrated track record of leading and closing M&A transactions and/or strategic investments from origination through integration
• Advanced financial modeling, valuation, and analytical skills, with the ability to synthesize complex data into clear strategic recommendations
• Exceptional communication and executive presence with a proven ability to influence and advise C-suite leadership and Board members
• Strong leadership and people management skills, with experience building, mentoring, and developing high-performing teams
• Strategic mindset with the ability to balance long-term vision with near-term execution in a fast-paced, evolving environment
• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or other advanced degree strongly preferred

 Nice to Have:

• Direct experience in the fintech, banking-as-a-service, or financial services technology sector
• Established network within the venture capital, startup, or innovation ecosystem
• Experience with post-merger integration planning and execution
• Familiarity with regulatory considerations relevant to banking, payments, or lending partnerships
• Prior experience at a high-growth or technology-driven financial institution

#LI-KR1 #LI-Hybrid

Salary Range: $200,000.00 - $225,000.00

Seeking talent near: Princeton, NJ : San Diego, CA

Position Summary:

The Associate Director, Business Development will work collaboratively with a variety of company functions including External Innovation (Acadia’s R&D Search and Evaluation team), Commercial, and Finance as well as external resources to review, landscape, identify and evaluate external assets to support and enhance the Acadia portfolio.  We are seeking an individual with strong analytical and evaluation skills including data gathering and analysis, financial modeling experience and related analysis, competitive intelligence and scientific/commercial analysis of companies and programs in the pharmaceutical and biotech industry, as well as experience with BD transactions.  The person in this role must have experience in identifying and analyzing the value of companies and programs within the pharmaceutical industry, building a business case for potential BD opportunities, and working with Executive management to implement corporate Business Development (BD) strategies. 

Primary Responsibilities:

• Conducts extensive searches using industry resources to identify and evaluate potential BD opportunities.
• Constructs forecasts, recommendations and strategic/tactical plans based on business data and market knowledge.
• Develop a solid business case and provide other general support for BD transactions including scientific, commercial and financial considerations.
• Conducts search efforts to identify business development acquisition or in-licensing opportunities.
• Role supports and coordinates activities related to the search, identification, competitive intelligence, and business case for potential transactions, working with the External Innovation and Commercial teams who lead the scientific and commercial assessments, which are incorporated into the overall deal package by BD.
• Performs in-depth evaluations, interpreting competitive landscape and analysis of financial data.
• Develops and manages complex revenue & cash flow NPV models and assist in production and testing assumptions related to overall commercial opportunity modeling (e.g., future markets, product performance, customers & compliance and competitors). Works with Finance to create forecasting and deal evaluation models.
• Maintains awareness and knowledge of product strategy to assess fit of potential candidates.
• Stays abreast of emerging healthcare & pharmaceutical industry trends and assess their potential impact on business strategies.

Education/Experience/Skills:

Targeting a minimum of 5 years of progressively responsible experience within consulting, venture capital or investment banking with a focus on valuation of and strategic transactions related to of therapeutics/companies in the pharmaceutical or biotech industry. M.D., advanced degree in a relevant scientific discipline (e.g., Ph.D.), or an MBA or functional equivalent, is required. Experience in the rare disease and CNS space. A combination of relevant education and applicable job experience may be considered.

Must possess:

• Scientific knowledge of industry sub-segments of CNS, Neurology or Orphan/Rare disease as well as industry functional areas of R&D, Clinical Development and Commercial/New Product Planning.
• Extensive experience developing and using Excel-based models including working on/developing complex financial models.
• Experience in competitive analysis, market research and analysis, and new product development needed.
• Expertise with Microsoft Office applications (Word, Excel, PowerPoint) with a strong focus on PowerPoint presentation skills
• Excellent analytical abilities: ability to draw conclusions and present recommendations on a variety of data.
• Ability to create and deliver influential large scale project communications with clarity, confidence and enthusiasm.
• Demonstrated ability to manage projects and time with multiple commitments/projects simultaneously.
• Superior written / verbal communication, organizational and analytical skills
• Critical thinking skills with the ability to get to the right level of granularity to balance speed of execution and facilitate optimal decision-making by executive management.
• Excellent financial analysis and research skills and ability to translate analyses into sound strategic recommendations.
• Ability to work in a results-oriented, project-driven, real-time team environment, prioritize projects and deliver quality results within tight time constraints.
• Ability to think strategically as well as to act tactically.
• Excellent database skills.
• Ability to travel.

Physical Requirements:

This role involves regular standing, walking, sitting, and the use of hands for handling or operating equipment. The employee may also need to reach, climb, balance, stoop, kneel, crouch, and maintain visual, verbal, and auditory communication both in a standard office environment and while working independently from remote locations. Employee must occasionally lift and/or move up to 20 pounds. This position requires the ability to travel independently overnight and/or work after hours as required by travel schedule or business needs.

RC Resolve is a strategic communications advisory firm working at the intersection of finance, corporate reputation, public affairs, and brand for healthcare companies, backed by the capabilities and expertise of Real Chemistry.  

We partner with boards and management teams during normal course and transformative periods to design communications strategies that help companies advance business goals, build trust, and seize timely market opportunities. We counsel executives and boards through highstakes moments including M&A, IPOs, restructurings, shareholder activism, crises, and major corporate transformations. 

We are seeking a senior leader to build and lead our Financial and Transaction Communications offering, working with clients across sectors and geographies. 

This is a hybrid role, based in any of our US offices—including New York City, Boston, Chicago, Carmel, or San Francisco—or remotely within the US, depending on team and business needs.

Role Overview 

The Head of Financial and Transaction Communications will be a senior leader responsible for: 

• Building and leading our financial communications practice 

• Serving as a primary advisor to CEOs, CFOs, General Counsel, Heads of IR, and Boards working in concert with their key advisors 

• Driving new business and deepening relationships with existing clients to support issues and opportunities  

• Leading teams through complex, high-stakes, timesensitive, and confidential situations 

This role suits an experienced financial communications professional from a top-tier advisory firm, inhouse IR/corporate comms team, or similar environment, who thrives in fastpaced, transaction driven work and business- and relationship-building opportunities. 

Key Responsibilities 

Client Advisory & Strategy 

• Serve as trusted counselor to senior executives on all aspects of financial and capital markets communications. 

• Develop and oversee integrated communications strategies around:

• IR Advisory
• M&A
• IPOs and SPACs
• Activist Defense & Preparedness
• Restructuring
• Bankruptcy
• Executive Transitions
• Divestitures & Spins
• Investor and R&D Days
• Financial Media Relations & Storytelling

• Craft clear, compelling narratives that translate complex financial and strategic issues for investors, media, employees, regulators, and other stakeholders. 

• Provide real-time strategic counsel in high pressure, confidential situations, often in partnership with legal and banking advisors. 

Transaction/Event-driven Communications 

• Lead communications workstreams for event-driven situations (to include but not limited to: M&A, IPOs/Spins/SPACs, activism, bankruptcies/restructurings, crisis (cyber, litigation and beyond), Board/management transitions.), including: 

• Prospecting, relationship building with key advisors (bankers, lawyers, etc.) focused on HC sector. 

• Leading transaction / event-driven work. 

• Development of comms strategy, materials, media and social considerations. Support of the lead up to announcement, announcement day as well as integration support. 

• Deal playbook and scenario planning to protect and preserve reputation and valuation throughout the deal process 

• Development of strategy, scenario planning, communications playbook, etc. for lead up to, day of and post-announcement situation  

• Drafting key materials (press releases, Q&As, investor decks, fact sheets, talking points, etc.) 

• Coordinating with key advisors (lawyers, bankers, etc.) and ensure alignment with regulatory and disclosure requirements 

IR Advisory & Related Services 

• Develop and refine clients’ equity story/investor narrative 

• Oversee creation and quality of investor facing collateral, including: 

• Investor presentations 

• Investor day/R&D day materials  

• Infographics 

• IR website alignment with collateral 

• Earnings Advisory: Advise and support the development of earnings materials: to include press release, deck, scripts, Q&A prep  

• Advise on engagement with sellside and buyside analysts in coordination with IR and legal teams. 

• Annual reports as well as sustainability reports (in partnership with design/ESG teams as needed). 

• Advise on integration of financial communications with broader corporate reputation, ESG, and public affairs strategies. 

Financial Media & Stakeholder Engagement 

• Lead financial and business media strategy, cultivating relationships with key journalists and outlets. 

• Prepare executives for highstakes media interviews, investor meetings, earnings calls, and roadshows. 

Practice & People Leadership 

• Build and lead a high-performing financial communications team within the agency, including integration of legacy IR team, recruitment, training, and mentorship. 

• Set practice standards, playbooks, and bestinclass approaches for transaction and capital markets mandates. 

• Foster collaboration across practices (corporate, crisis, public affairs, digital, ESG, brand) to deliver integrated solutions. 

• Contribute to firm leadership, culture, and DEI objectives. 

Business Development 

• Drive growth of the financial communications practice through: 

• Identifying and pursuing new business opportunities 

• Leading and contributing to pitch development and presentations across significant client base 

• Build rapport and become a trusted, go-to referral partner for network among corporates, private equity, banks, law firms, and other advisors. 

• Help shape the agency’s market profile via thought leadership (reports, opeds, conferences, webinars) on capital markets, M&A, activism, and related themes. 

Qualifications 

• 15+ years of experience in financial communications, investor relations, investment banking, equity research, or related fields, with a strong advisory component. 

• Proven track record working on complex, highstakes situations such as: 

• M&A (including crossborder, contested, and private equitybacked deals) 
• IPOs and significant capital markets transactions 
• Shareholder activism and governance/ESG-related campaigns 
• Restructurings, turnarounds, and crisis situations with market impact. 
• Experience in a leading strategic communications/PR firm (e.g., financial/transaction communications practice) or top-tier in-house corporate role strongly preferred.  

• Experience working with healthcare clients a plus      

Skills & Capabilities 

• Deep understanding of capital markets and the needs of institutional investors and analysts. 

• Exceptional writing skills: capable of producing clear, concise, and persuasive materials under tight deadlines. 

• Strong judgment and discretion, with demonstrated ability to advise senior executives and boards in sensitive situations. 

• Comfortable operating in fast-paced, ambiguous, and time pressured environments; calm and solutions-oriented under stress. 

• Strong project and team management skills; able to run multiple complex engagements simultaneously. 

• Collaborative and low ego; able to integrate with cross-functional teams including legal, banking, IR, public affairs, digital, and creative. 

Education & Other 

• Bachelor’s degree required; advanced degree (MBA, JD, or related) a plus but not required. 

• Understanding of US regulatory and disclosure frameworks; global regulatory expertise not required but helpful 

• Willingness to work extended hours during live situations and to travel as required. 

  Pay Range: $300,000 - $360,000

  This is the pay range the Company believes it will pay for this position at the time of this posting.  Consistent with applicable law, compensation will be determined based on job-related, non-discriminatory factors including but not limited to work experience, skills, certifications, and geographical location. The Company reserves the right to modify this pay range at any time

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.

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.