K1X, Inc.

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings. The fintech company’s patented, AI-powered SaaS solution digitizes and distributes tax data seamlessly–connecting investors, accounting firms, tax software, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control and accessibility. K1x is battle-tested by the best, and trusted by more than 8000 organizations including 44 of 100 largest institutional investors in the US, 20 of the top 25 accounting firms, 11 of the top 100 private foundations, 45 of the top 100 university endowments, and 7 of the top 40 health systems.

k1x.io

K1X, Inc.

k1x.io

HQUS

Team Size69

Open Jobs4

Total Funding-

Latest FundraiseUnknown

TL;DR

Business: AI-powered SaaS platform for digitizing, validating, distributing, and e-filing private market tax data (K-1s, K-3s, 1099s, W-2s, 990s)

Scale / Customers: Trusted by thousands of organizations (customers cited as 8,000+ and statements up to 40,000+ in different materials)

Funding: Series B announced Sep 26, 2024; lead investor Edison Partners; reported $20M

Founders: Geralyn Hurd (Co-founder, President) and Neal Schneider (Co-founder, CTO)

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Company Overview

Problem Domain

Alternative investment tax data operations and compliance automation.

Founded

2022

Industry

Technology, Information and Internet

Funding Track Record

Series B- 2024-09-26

$20M

Investor Signal

“Edison Partners lead/sole investor in disclosed rounds”

Founders

What we do

Join the Team

Senior Software Engineer

RemoteUS

Remote • US

Fully Remote Position

Preferred Locations: Midwest based; Indianapolis, IN or IL, Chicagoland Area preferred Who We Are: We are K1X. Our technology is used by the nation's largest institutional investors, funds, and accounting firms, by 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

About Your Role We're seeking an experienced and technically proficient Lead Software Engineer to join our growing engineering team. This is a servant leadership role that combines technical excellence, mentoring, and architecture ownership within a highly collaborative agile team. As a lead, you'll contribute directly to our codebase, provide hands-on coaching and guidance to engineers, and help shape the team's engineering culture, tools, and standards.

You should be a self-starter with deep experience across the Microsoft tech stack and a passion for building scalable SaaS products. You'll play a pivotal role in delivering the high-quality, secure, and performant solutions our clients rely on during their most critical deadlines.

Your Responsibilities

Lead by example with hands-on development, contributing production-ready code using C# .NET, Angular, and modern cloud-native practices
Foster a strong culture of quality by mentoring others in testing practices (unit, integration, end-to-end) and conducting code reviews
Act as a technical mentor and coach, providing guidance, pairing, and architectural insight to elevate the team's performance

Requirements Who You Are: As the ideal candidate for this role, you possess:

It's Truly a Match If You Have: In addition to the above, we're looking for candidates who have:

Experience with PDF generation/manipulation libraries (e.g., Aspose, IronPDF, iTextSharp)
Background in tax technology, accounting platforms, or financial services
Exposure to AI/ML-driven product features, especially using Python frameworks
Entrepreneurial spirit and a passion for driving innovation in the SaaS industry
A growth mindset and continuous learning—both for yourself and your team
The ability to be a hands-on technologist balancing long-term architecture with near-term shipping priorities
A culture builder who champions team rituals, celebrates wins, and contributes to a positive remote-first work environment

Benefits

Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
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Teeming tracks opportunities at over 24,000 AI startups, then works with you to find (and land) the one you'll love.

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Partner with the Product Manager and other identified stakeholders to define priorities, identify dependencies, and ensure on-time delivery

Guide and support your team during high-pressure periods like peak tax season, including potential on-call rotations

Help drive technical decision-making and conduct proof-of-concepts for new tools, frameworks, or patterns

Serve as a bridge to leadership—own communication with stakeholders, unblock the team, and represent the group in cross-functional forums

Contribute to and advocate for continuous improvement in code quality, tooling, DevOps practices, and team dynamics

Maintain a deep understanding of the product domain, including tax workflows, customer needs, and business context

Bachelor's or Master's degree in Computer Science, Engineering, or equivalent work experience

9+ years of software development experience, including 5+ years of team leadership or senior mentoring responsibility

A strong focus in full-stack C# .NET web applications, including experience with .NET Core, Typescript/JavaScript (Angular 2+ preferred, React/Vue/etc acceptable)

Familiarity with SaaS architecture and cloud-native development using:

Azure Services (Service Bus, Functions, API Manager, Azure SQL, Redis, Postgres DB.)

Docker and Kubernetes for containerization and orchestration

Demonstrated expertise in testing strategies using tools like NUnit, MSTest, and Playwright

Experience working in Agile/Scrum teams and using Azure DevOps (ADO) or equivalents, Git, and CI/CD pipelines

A strong understanding of software design principles, security best practices, and system integration patterns

Proven debugging and troubleshooting ability across distributed systems and services