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Tax Analyst
Location: Remote - Eastern or Central Time Zones Preferred
Reports to: SVP of Product
About K1X
We are K1X. Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, bringing long-established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally analog-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!
Learn more at www.k1x.io
The Role
As a Tax Analyst at K1X, you’ll be a key member of our product team, bringing tax technical expertise to a fast-moving environment. This role is a mix of tax research, internal support, and hands-on collaboration with product, client success, and engineering. You'll answer real-time questions from both internal and external stakeholders, help shape our tax product content, and support tax compliance initiatives that impact our platform.
If you enjoy solving complex problems, researching evolving tax standards, and want to be part of a team redefining the tax tech space—this role is for you.
What You’ll Do
- Partner closely with product managers and engineers to support tax-related features and workflows
- Respond to tax technical questions from internal teams (Product, Client Success) and external partners
- Research and interpret tax reporting rules (federal, SALT, and international) for flow-thru and tax-exempt entities
- Monitor and analyze changes in tax laws that may impact our technology
- Assist in developing tax content and supporting documentation for the product
- Work with state taxing authorities or external advisors as needed to resolve compliance questions
- Participate in client calls to support tax-related inquiries or special projects
- Help draft internal briefs, reference materials, and training docs for non-tax stakeholders
- Aid in rollover process for federal, state (SALT), and international jurisdictions — from IRS and state forms through final release in the platform
- Contribute to the continuous improvement of tax workflows and user experiences in our platform
Requirements
What You Bring
- 3–5 years of experience in tax compliance and/or tax technology, ideally with exposure to flow-through entities or tax-exempt organizations
- Public accounting experience strongly preferred
- Strong tax research skills and the ability to communicate clearly across technical and non-technical teams
- Familiarity with federal and state tax reporting requirements; international knowledge is a plus
- A collaborative, solutions-oriented mindset with a desire to work in a cross-functional, fast-paced environment
- Entrepreneurial spirit and a desire to grow with an innovative startup
- Bachelor’s degree in accounting or related field; CPA or master’s in taxation a plus
Benefits
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401K
- Growing Startup Culture
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
