
K1x is the leading data distribution platform for alternative investments. Our AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software,…

K1x is the leading data distribution platform for alternative investments. Our AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software,…
Headquarters: Chicago, Illinois
Product: AI-powered SaaS platform for digital K-1 and tax automation
Founders: Geralyn Hurd (President) and Neal Schneider (CTO)
Recent financing: $175M growth investment led by Sumeru; Edison Partners participated
Tax automation and data distribution for private market investments and related compliance workflows.
Financial technology (tax automation / private markets)
$20.0M
$15.0M
$175.0M
Transaction makes Sumeru majority shareholder; Edison Partners participated
“Sumeru Equity Partners became majority shareholder via $175M growth investment; Edison Partners is an active investor”
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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
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
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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
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