Shelby Skoczylas, Cpa
About Shelby Skoczylas, Cpa
Shelby Skoczylas is a CPA and Manager of Equity Advisory at Carta, where she has worked since 2024. With a background in accounting and nine years of experience in tax advisory, she specializes in equity compensation and has authored an article on the taxation of stock options.
Work at Carta
Shelby Skoczylas currently holds two positions at Carta. Since 2022, she has served as a Senior Tax Advisor, where she provides expertise in tax matters related to equity compensation. In 2024, she transitioned to the role of Manager, Equity Advisory, further expanding her responsibilities within the company. Her work focuses on advising clients on equity-related issues, leveraging her extensive knowledge in tax regulations and equity compensation.
Education and Expertise
Shelby Skoczylas has a solid educational background in accounting. She studied at Cabrillo College from 2009 to 2011, where she completed her general education requirements. She then attended San Jose State University from 2011 to 2013, earning a Bachelor's degree in Accounting. This academic foundation supports her nine years of experience as a tax advisor and consultant, particularly in the area of equity compensation.
Background
Shelby Skoczylas began her career in the retail sector, working as a Courtesy Clerk at Nob Hill Foods Inc from 2011 to 2012. She then transitioned to a role as an Administrative Assistant/Bookkeeper at D&Z Design Associates Inc from 2012 to 2013. Following this, she gained valuable experience as a Tax Senior at Seiler LLP from 2017 to 2018. Prior to her current roles at Carta, she was a Manager at Offereins, Janda, Roe & McCahan from 2019 to 2022.
Achievements
Shelby Skoczylas authored an article that discusses the taxation of stock options, specifically comparing the tax treatments of Incentive Stock Options (ISO) and Non-Qualified Stock Options (NSO). This contribution reflects her expertise in tax advisory, particularly in relation to equity compensation, and showcases her ability to communicate complex tax concepts effectively.