Recent Searches

You haven't searched anything yet.

75 Tax Associate Jobs in New York, NY

SET JOB ALERT
Details...
TEEMA
New York, NY | Full Time
$71k-89k (estimate)
1 Day Ago
Tandym Group
New York, NY | Full Time
$101k-123k (estimate)
Just Posted
Two Sigma Investments, LLC.
New York, NY | Full Time
$69k-87k (estimate)
Just Posted
EisnerAmper LLP
New York, NY | Full Time
$72k-90k (estimate)
2 Days Ago
Apollo Management Holdings, L.P.
New York, NY | Full Time
$74k-93k (estimate)
2 Months Ago
Insite Legal Ltd
New York, NY | Full Time
$72k-90k (estimate)
1 Day Ago
CARTA
New York, NY | Full Time
$74k-93k (estimate)
1 Month Ago
Cole Schotz
New York, NY | Full Time
$72k-89k (estimate)
1 Month Ago
Grant Herrmann Schwartz & Klinger LLP
New York, NY | Full Time
$74k-93k (estimate)
1 Month Ago
Tax Associate
CARTA New York, NY
$74k-93k (estimate)
Full Time | Investment Management 1 Month Ago
Save

CARTA is Hiring a Tax Associate Near New York, NY

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.
  • Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up.
  • 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: 
 $74,970.00 - $88,200.00 in Seattle, WA
 $83,300.00 - $98,000.00 in San Francisco, CA; Santa Clara, CA & New York City, NY

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.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$74k-93k (estimate)

POST DATE

03/23/2024

EXPIRATION DATE

05/22/2024

WEBSITE

carta.com

HEADQUARTERS

ARDMORE, PA

SIZE

50 - 100

FOUNDED

2012

CEO

ROBERT WINTERLY

REVENUE

$5M - $10M

INDUSTRY

Investment Management

Related Companies
About CARTA

Were on a mission to create more owners. By building the global ownership management platform, were changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works. Want to join our team? Look at our open positions here: https://boards.greenhouse.io/carta https://vimeo.com/273958418

Show more

CARTA
Full Time
$137k-166k (estimate)
1 Day Ago
CARTA
Full Time
$287k-433k (estimate)
2 Days Ago
CARTA
Full Time
$63k-80k (estimate)
5 Days Ago

The job skills required for Tax Associate include Tax Return, Critical Thinking, Problem Solving, Attention to Detail, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Associate. Select any job title you are interested in and start to search job requirements.

For the skill of  Tax Return
Davidson, Dawson & Clark LLP
Full Time
$100k-124k (estimate)
1 Month Ago
For the skill of  Critical Thinking
St. Mary's Healthcare, Amsterdam
Full Time
$41k-56k (estimate)
Just Posted
For the skill of  Problem Solving
Skilled Nursing Center
Full Time
$40k-52k (estimate)
Just Posted
Show more

The following is the career advancement route for Tax Associate positions, which can be used as a reference in future career path planning. As a Tax Associate, it can be promoted into senior positions as a Tax Research Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Associate. You can explore the career advancement for a Tax Associate below and select your interested title to get hiring information.

Insite Legal Ltd
Full Time
$72k-90k (estimate)
1 Day Ago

If you are interested in becoming a Tax Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Tax Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Tax Associate job description and responsibilities

Tax associates review all relevant tax related documents to make sure they align with the tax laws and regulations, and ensure they maintain the most accurate view of a client's financial situation.

03/18/2022: Cedar Rapids, IA

After preparing tax documents, tax associates file returns on behalf of their clients, and then prepare presentations and reports to reflect their work.

02/17/2022: Biloxi, MS

At some firms, tax associates are responsible for recruiting new clients or selling additional services to existing client.

02/14/2022: Fort Lauderdale, FL

Not only do tax associates work with their clients to prepare tax return documents, they help clients organize their personal financial records.

02/14/2022: Richmond, VA

Tax associates also support the analysis of financial transactions and account statements, resolving billing discrepancies, and performing account reconciliations.

02/08/2022: Lubbock, TX

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Tax Associate jobs

Customers do not always understand or agree with tax law, so tax associates must politely educate tax filers without becoming argumentative.

02/09/2022: Richland, WA

A good tax associate has to be willing to learn continuously because tax regulations change yearly.

02/03/2022: Lincoln, NE

Tax associates offer effective plans for their clients to follow throughout the year to keep them on track to meet their financial goals, and protect them from having to pay more than they can afford by the tax deadline.

12/26/2021: Nashville, TN

A well paid tax associate sometimes advises clients on business strategies to minimize tax liability.

12/28/2021: Duluth, MN

Being a tax associates has a great job security because taxes won’t disappear or become any easier.

01/23/2022: Omaha, NE

Step 3: View the best colleges and universities for Tax Associate.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College
Show more