K-1 Tax Operations Specialist
7 days ago
We're hiring a K-1 Tax Operations Specialist to support our growing tax documentation process across multiple investment partnerships. This role is critical for keeping tax reporting organized, accurate, and on time - ideal for someone meticulous and reliable. You'll handle Schedule K-1s, collaborate with tax teams, and maintain clean records.
Why You'll Want This Role:
- Competitive hourly rate: $35 per hour
- Fast-paced, detail-driven work in a professional finance environment
- Get direct exposure to investment tax reporting processes
- Ideal stepping stone into family offices or institutional investment firms
- Flexible setup - Hybrid work arrangement
- Track and process incoming Schedule K-1 forms across various investment entities
- Upload K-1s to secure portals and update tracking systems
- Maintain accurate logs and digital filing systems for all received documents
- Follow up with internal stakeholders on outstanding or delayed K-1s
- Handle sensitive documentation with professionalism and discretion
- 1-3 years in tax, accounting, or document operations
- Hands-on experience with Schedule K-1 forms or similar investment tax documents
- Experience in fast-paced, document-sensitive environments
- Familiarity with Schedule K-1 tax documents and reporting cycles
- Proficient in Excel and file tracking systems
- Strong attention to detail and organizational skills
- Experience in a tax firm, investment firm, or family office
- Exposure to institutional or fund-level tax workflows
- Background in Finance, Accounting, or Business Administration
ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.
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