This role involves reviewing employee benefit tax returns and related state tax returns, resolving tax-exempt organization issues, identifying tax planning opportunities, and managing multiple client engagements. The candidate will mentor team members as well.

The High Net Worth Tax Manager will review tax returns, draft tax memorandums, identify tax planning opportunities, and handle tax controversies. They will manage multiple engagements, communicate with clients for tailored solutions, and mentor staff through evaluations and professional development.

As a Tax Manager at Carta, you will leverage your US federal tax expertise, focusing on partnership tax returns and collaborating with clients and teams to provide accurate and efficient tax filing solutions. You'll be instrumental in automating and simplifying tax processes while ensuring compliance with intricate tax structures.