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Tax Manager
3 months ago
The ideal candidate will be located in San Francisco, CA/ Santa Clara, CA/ NY, NY/ Seattle, WA.
About:
Our client is a San Francisco-based financial technology company that uses its platform to help companies manage their equity and ownership. Since 2012,our client has globally managed over 2.2 million equity owners, 30,000 companies, and a whopping $2.5 trillion in assets on its platform.
They are looking to hire a Technical Tax Manager for the Carta Equity Platform Team. This manager will serve as the expert on QSBS and capital gains to make it simple for companies to help their shareholders take advantage of potential tax savings. In this role, there will be collaboration, indirect leadership, guiding/consulting 10-20 analysts, and communication with C-level executives, attorneys, and auditors. This a pivotal role and instrumental in facilitating the explosive growth of Carta.
Qualifications:
- J.D. or C.P.A. (Juris Doctor or Certified Public Accountant)
- 5-8 years of experience as a practicing lawyer, accountant, tax consultant, and/or corporate tax attorney with a high level of U.S. tax technical ability in critical areas of corporate tax, particularly about QSBS
- Industry experience working at a Big 4 or Big 8 company
- Deloitte, Ernst & Young (EY), PricewaterhouseCoopers (PwC), Klynveld Peat Marwick Goerdeler (KPMG), etc
- QSBS experience (qualified small business stock)
- Experience with M.A. transactions - writing memos on the tax agreements for the shareholders
- Excellent communication skills and problem-solving skills
- Strong financial acumen, tax concepts, tax balancing
- Tools and Technologies include: Bloomberg Tax, G Suite, Quickbooks, Etc.
- Very organized with a strong attention to detail
