Lead Product Manager, Fund Tax

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.