Post-Close Associate

Full Job Description

The Company You’ll Join

Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work.

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

The Fund Administration team at Carta is rapidly growing and we would like to add highly motivated, innovative individuals who are willing to “roll up their sleeves” to join the team. Our three main pillars of competency in Fund Administration at Carta are technical excellence, client management and innovation. We put our customers first, are willing to learn and grow, are problem solvers, work with urgency, ensure data security is a priority, project management effectively, maintain a professional community and work as one team.

Learn more about how we think about fund administration here - https://carta.com/blog/building-fund-admin/

The Problems You’ll Solve

You will have the opportunity to support the administration of funds, investment vehicles and develop systems and innovative solutions to streamline internal processes. You will be working alongside the most talented fund managers and dealmakers in the world and will help them realize their ambitions of supporting the companies of tomorrow.

You will be working on specific projects and initiatives across the business, ensuring that deliverables are met on time and customers remain compliant with regulations. You will also be collaborating with the fund administration, compliance, sales and product teams on relevant issues related to our products and services.

About You

We are looking for a self-motivated individual who is enthusiastic and has a keen interest in solving problems.

• Hold a Bachelor’s degree in Accountancy, Finance or related fields

• 3–4 years of hands-on experience in FATCA/CRS tax documentation validation, preparation and filing of annual reports.

• Familiarity with preparing and submissions of FATCA and CRS filling obligations across Singapore, Malaysia, Cayman Islands, British Virgin Islands, Abu Dhabi and Australia.

• Guide and/or assist clients with GIIN applications and registrations on local tax authority portals for FATCA and CRS purposes.

• Stay current with evolving FATCA/CRS regulations, including CRS 2.0, and their impact on reporting and due diligence obligations.

• Eager to step beyond the core tax domain and actively learn complementary operational functions.

• Possess a forward-thinking mindset with a keen interest in leveraging AI, automation to optimize workflows and scale processes.

• Detail-Oriented with strong analytical skills

• Excited and have experience working in fast paced environments

• You’re interested in providing best-in-class-service

• Strong prioritization skills and can manage competing demands while persevering to solve challenging problems

• Passionate and knowledgeable about the fund industry: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast-paced environment

Disclosures:

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.

• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.

• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.

• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

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