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K1XKX

Tax Product Manager

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 data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we’re the first to produce a digital K-1. Learn more at www.k1x.io.

Your Role:

We are seeking a dynamic and experienced Tax Product Manager to join our team. The ideal candidate will have tax will be responsible for overseeing the development and management of products from conception to launch. This role requires a strategic thinker with a strong understanding of market trends, customer needs, and business objectives. The Tax Technology Product Manager will work closely with cross-functional teams to ensure the successful delivery of products that meet customer expectations and drive business growth.

The ideal candidate combines product management experience with a strong tax background, ideally including familiarity with K-1 tax forms. Direct K-1 experience is not required, but a solid understanding of tax concepts will help in understanding customer personas, workflows, and motivations.

Your Responsibilities:

  • Develop and communicate a clear product vision and strategy.
  • Conduct market research to identify market opportunities and drive product innovation.
  • Define product requirements and create detailed product roadmaps based on customer feedback, business objectives, and market trends.
  • Collaborate with engineering, design, and marketing teams to develop and launch products.
  • Manage the product lifecycle from ideation to launch and beyond.
  • Prioritize product features and enhancements based on customer feedback and business goals.
  • Monitor and analyze product performance metrics to inform future product development.
  • Ensure products meet quality standards and regulatory requirements.
  • Act as the primary point of contact for product-related inquiries and issues.
  • Stay up-to-date with industry trends and competitor products.

Requirements

Who You Are:

As the ideal candidate for this role, you possess:

    • Bachelor’s degree in Business, Marketing, Engineering, or a related field.
    • 5+ years of proven experience as a Product Manager or in a similar role.
    • 5+ years in or around the Tax Industry or Tax Technology space.
    • Strong understanding of product development processes and methodologies.
    • Strong understanding of the Tax Industry or Tax Technology space.
    • Excellent analytical and problem-solving skills.
    • Ability to work effectively in a cross-functional team environment.
    • Excellent communication and collaboration skills, with the ability to influence stakeholders at all levels.
    • Experience with market research and data analysis.
    • Ability to manage multiple projects simultaneously.
    • Knowledge of industry trends and best practices.
    • Proficiency in product management software and tools.

It's Truly a Match If You Have:

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

    • Experience in the tax accounting or financial services industry.
    • Product management certification
    • Proficiency in data analysis tools and techniques.
    • Experience working with AI and machine learning technologies.
    • Entrepreneurial spirit and a passion for driving innovation in the SaaS industry.

Benefits

  • Unlimited Vacation Policy + Sick Time + Holidays
  • Paid Parental Leave
  • Fully Remote Opportunity
  • Healthcare Benefits and 401K
  • Growing Startup Culture

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

5 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About K1X

Learn more about K1X and their company culture.

View company profile

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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