Associate, Tax Delivery
Core
Assist in delivering tax returns and support the delivery process for venture capitalists and fund managers by processing federal and state filings.
Role type
Associate, Tax Delivery (Professional Services)
Builds
Tax return filings and administrative support for investment structures
Domain
Private capital, Venture Capital, Tax Compliance
Deliverable
client delivery
Required skills
Tax return preparation, IRS e-filing, Federal and state tax filing, Data validation, Client inquiry routing, Special project support
Preferred skills
Experience with income tax filing software (e.g., GoSystems Tax RS), Process automation, Critical thinking, Problem solving
Technologies
Proprietary Carta Tax software, GoSystems Tax RS
Responsibilities
Assist with tax return processing including e-filing and mailing of federal and state filings; Scan and file federal and state notices; Route tax-related client inquiries; Collect and validate tax records and financial data; Support special projects; Provide administrative support to tax team leaders.