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Lead Product Manager, Fund Tax

San Francisco, CA; Seattle, WA; New York, NY

The Company You’ll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence.

Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

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

The Problems You'll Solve

We are hiring a Lead Product Manager to lead the evolution of our Fund Tax platform, one of Carta’s fastest growing products. Our Fund Tax offering is a critical component of this ecosystem. We bridge the gap between complex accounting data and regulatory compliance, automating the preparation, filing, and distribution of federal and state tax returns (e.g., Form 1065s and Schedule K-1s) for thousands of GPs and LPs. 

Your mission is to not just  build a better tax product, but to reimagine the way partnership tax is done in venture & private equity in an AI first world. You will be responsible for building the "rails" that allow data to flow from our General Ledger into tax-ready outputs with zero manual intervention.

Our ideal candidate is a systems thinker who excels at breaking down high-stakes, logic-heavy processes into scalable software. You don't need to be a tax expert on day one, but you must be obsessed with mastering the domain logic to build a world-class automation engine.

Additionally you will,

  • Map out complex, manual workflows currently handled by tax professionals and translate them into automated product features. Your goal is to reduce "human-in-the-loop" dependency.
  • Define and execute a roadmap that balances immediate regulatory deadlines with long-term architectural scalability.
  • Act as the "bridge" between our internal tax experts and our engineering squads. You will translate "tax-speak" into technical specs, logic trees, and data models.
  • Ensure the underlying data architecture is robust enough to support "audit-ready" outputs. You will define the validation rules that prevent errors before they happen.
  • Work with design to create intuitive interfaces for complex financial actions, making the high-stakes world of tax feel simple and controlled for our users.

About You

  • 7+ years in Product Management: Specifically building complex, logic-driven products 
  • The "Simplifier" Mindset: A proven track record of taking an opaque, manual process and turning it into a streamlined, high-adoption software product.
  • Technical Fluency: You are comfortable discussing data schemas, API integrations, and calculation engines with engineers. 
  • Analytical Rigor: You are "numbers-oriented." You enjoy digging into spreadsheets to understand the math before you ask an engineer to code it.
  • Exceptional Communication: The ability to move between a high-level strategic vision and the "nitty-gritty" details required for a successful technical launch.
  • Intellectual Curiosity: You have a "builder" mentality and a hunger to master a new, complex domain quickly.
  • Resilience: You thrive in high-stakes environments where accuracy is paramount and deadlines are fixed.

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 minimum cash compensation (salary + commission if applicable) range for this role is: 

  •  $193,000 - $228,000 in [Seattle, WA]
  •  $204,000 - $240,000 in [San Francisco, CA; New York, NY]

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

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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