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K1XKX

Product Manager- Platform

K1x is a fintech company providing a leading AI-powered SaaS platform for alternative investment tax compliance, digitizing and distributing data to simplify processes for investors, advisors, and accounting firms.

K1X

Employee count: 51-200

United States only

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Product Manager (Fully Remote Opportunity)

Who We Are:

K1x is the leading tax technology platform modernizing the private markets tax ecosystem. We digitize, automate, standardize, and distribute Schedule K-1 and related tax data across stakeholders including LPs, GPs, CPA firms, tax-exempt entities, banks, trusts, and high-net-worth individuals.

Our AI-powered extraction engine, trained on more than one million K-1s and 180,000+ annotated whitepaper pages, powers a growing suite of products designed to eliminate manual tax workflows and unlock data-driven insights across the industry.

Our product portfolio includes:

K1 Aggregator – Digital K-1 aggregation for recipients

K1 Creator – K-1 production and delivery workflows

990 Tracker – Tax-exempt filing management

K1xChange – Digital K-1 exchange and collaboration platform

K1x partners with the nation’s largest accounting firms, institutional investors, family offices, and enterprise organizations to modernize tax operations at scale.

Your Role:

K1x is looking for a Product Manager, Platform to own the shared technical foundation that all current and future K1x product modules are built on. This role will define platform strategy, drive cross-product infrastructure decisions, and ensure our shared services scale reliably as we expand our product portfolio.

This is a high-leverage individual contributor role that works at the intersection of engineering, product, and security. You will ensure that APIs, authentication, data infrastructure, multi-tenancy, and integration services are built once, built well, and consumed consistently across every K1x product.

The ideal candidate has deep experience building internal platforms or shared services and can translate ambiguous infrastructure needs into structured roadmaps that accelerate product development and improve system reliability.

Your Responsibilities:

  • Platform Strategy & Roadmap
  • • Own the platform roadmap for shared infrastructure including APIs, authentication and authorization, data layer, multi-tenancy, and CI/CD pipelines
  • • Define platform investment priorities by balancing internal developer productivity with product-facing reliability and scalability needs
  • • Drive build-vs-buy decisions for infrastructure components and evaluate emerging technologies for platform adoption
  • • Coordinate with product-line PMs to identify shared needs, prevent duplicative work across modules, and sequence platform capabilities against product launch timelines
  • Integration Layer
  • • Own the integration infrastructure strategy powering connections to tax preparation software including CCH Axcess, GoSystem, UltraTax, and ProSystem fx
  • • Define validation gating, primary key management, and data integrity standards for all outbound integrations
  • • Improve integration reliability by addressing known pain points
  • • Write clear PRDs, technical requirement outlines, and acceptance criteria for integration and platform initiatives
  • Data Architecture & Security
  • • Govern how structured and unstructured tax data flows through the platform, ensuring consistency and traceability across all product modules
  • • Partner with security and compliance teams to maintain SOC 2 Type II certification and enforce secure document handling across all platform services
  • • Define data access patterns, retention policies, and audit requirements that support both current products and future data monetization initiatives

Requirements

Who You Are:

As the ideal candidate for this role, you possess:

    • 5+ years of product management experience with at least 2 years owning platform, infrastructure, or developer tools products
    • Strong technical fluency with the ability to discuss APIs, microservices, data pipelines, authentication patterns, and cloud infrastructure (Azure preferred)
    • Experience building internal platforms or shared services consumed by multiple product teams
    • Track record of defining SLAs, managing technical debt, and making pragmatic build-vs-buy tradeoffs
    • Ability to translate ambiguous infrastructure needs into structured roadmaps with measurable outcomes
    • Excellent written communication with the ability to produce clear PRDs, technical specifications, and acceptance criteria
    • Demonstrated success working cross-functionally across Engineering, Product, Security, and DevOps teams
    • Comfortable operating as a hands-on individual contributor in a fast-paced, high-growth environment

It's Truly a Match If You Have:

In addition to the above, we're looking for candidates who have:

    • Experience with Azure-hosted infrastructure including AKS, PaaS services, and container orchestration
    • Background in SOC 2, data security, or compliance-driven product environments
    • Familiarity with tax technology, financial services, or document processing platforms
    • Experience with AI/ML platform services, model operations, or training infrastructure
    • Background in integration product management, particularly with enterprise software connectors or marketplace ecosystems

Benefits

  • Competitive compensation and equity participation
  • Comprehensive medical, dental, and vision coverage
  • Flexible PTO and company-recognized holidays
  • Fully remote work environment
  • 401(k) program
  • Paid parental leave

About the job

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Posted on

Job type

Full Time

Experience level

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About K1X

Learn more about K1X and their company culture.

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At K1x, we are dedicated to transforming the landscape of alternative investment tax compliance. We understand the complexities and challenges tax professionals, investors, and accounting firms face, especially with the burdensome K-1 and 990 workflows. That's why we've developed a leading data distribution platform, powered by our patented, AI-driven SaaS solution. Our mission is to digitize and streamline the entire process, seamlessly connecting all stakeholders – from investors and advisors to tax software providers, portals, accounting firms, and even the IRS and state taxing authorities. We're here to simplify these intricate processes, accelerate filings, significantly reduce costs, and provide unparalleled control, transparency, and accessibility to critical tax data.

We're proud that our innovative approach has been battle-tested and earned the trust of over 8,000 organizations. This includes a significant number of the largest institutional investors in the US, top accounting firms, leading private foundations, major university endowments, and prominent health systems. Our technology is designed not just to automate tasks but to empower tax professionals. By eliminating inefficiencies and the drudgery of manual data extraction, we help our clients shift their focus towards higher-value activities like strategic insights, client advisory, and revenue expansion. We're constantly innovating, as evidenced by our record-breaking K-1 processing volumes and the development of cutting-edge, patented technology. We launched trust.k1x.io to offer a centralized hub for security and procurement information, underscoring our commitment to transparency and reliability. We believe we are doing something extraordinary by modernizing tax compliance for alternative investments, an industry historically challenged by outdated technology and processes. We're excited about the future and our role in eliminating friction within the US capital markets.

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