AI builder.
I'm Shelby — a licensed CPA with 10+ years in tax, financial services, and high-growth tech. At Carta I've built production AI tools, led cross-functional launches. I figure out what needs to happen and make it happen.
Present
Fund Tax — Operations, AI Delivery & Product
Working to automate tax workflows so customers get their returns faster. Building AI tools at the intersection of tax operations and product delivery.
Sep 2025
Manager, Fund Forecasting
Managed a small team and brought some structure to how we tracked and communicated with clients. Built tooling to make customer health visible across the org and led a migration to get everyone on the same system.
Dec 2024
Team Lead ← Senior Tax Advisor, Equity Advisory
Helped clients understand what their equity actually meant at tax time. Eventually moved into a lead role and rebuilt how the team handled requests — less live calls, more async, more scalable.
Jun 2022
Manager
Prepared and reviewed partnership, S-corp, and complex individual returns. Managed client relationships and IRS/FTB notices as POA; drove tax planning to minimize liability.
Jun 2018
Tax Senior
Returns for high-net-worth individuals, trusts, and partnerships. Quarterly estimate projections and tax planning analyses.
Jun 2018 – Aug 2019
Tax Supervisor ← Senior Accountant ← Staff Accountant
Grew through three levels at the same firm. Left briefly for Seiler LLP before returning as Tax Supervisor. Complex individuals, trusts, partnerships, corps, and exempt orgs. Led staff training; handled IRS/FTB notices and audit engagements.
Shelby Whitefield