
11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
💳 Fintech
Artificial Intelligence • Finance • Fintech
K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.
🕒 May 14
🇺🇸 United States – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
🦅 H1B Visa Sponsor
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11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
💳 Fintech
Artificial Intelligence • Finance • Fintech
K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.
• - Own pipeline development across the four core k1xChange personas: GPs and fund managers (PE, VC, RE), LPs and institutional investors, tax and accounting firms, and fund administrators and custodians. • - Build and maintain executive relationships across the alternatives ecosystem — becoming a trusted advisor, not a vendor, to senior decision-makers (CFOs, COOs, Heads of Tax, Tax Partners, CTOs, Heads of Operations). • - Stand up a new industry consortium in partnership with the President: identify and recruit founding members, help shape the charter, and drive sustained participation. • - Translate strategic value into economic narratives tailored for each persona — quantifying working-capital unlock, cycle-time compression, audit readiness, and risk reduction. • - Run discovery and demand-generation campaigns that surface adoption blockers and feed product, partnerships, and marketing priorities. • - Represent K1x in the field at industry conferences, working groups, and roundtables; convert presence into qualified pipeline and consortium engagement. • - Maintain disciplined account plans, forecasts, and CRM hygiene so complex multi-stakeholder deals are legible to leadership and reproducible across the team.
• - Proven ability to build relationships and credibility with senior executives and external stakeholders • - Experience managing complex, long-cycle, multi-stakeholder opportunities • - Strong strategic thinking and problem-solving skills with the ability to navigate ambiguity and identify growth opportunities • - Excellent verbal, written, and presentation communication skills • - Highly organized with strong follow-through, attention to detail, and pipeline management capabilities • - Demonstrated ability to work independently in a fast-paced, high-growth environment • - Strong learning agility, coachability, and intellectual curiosity • - Willingness to travel as needed for client meetings, conferences, and consortium-related events • Preferred Qualifications • - Experience within alternative investments, private equity, venture capital, real estate funds, fund administration, tax technology, accounting technology, or financial services • - Exposure to partnership tax, K-1 workflows, fund operations, or tax compliance processes • - Experience working within startup or high-growth SaaS environments • - Existing relationships across institutional investors, accounting firms, fund managers, or fund administrators • - Exposure to industry consortiums, standards organizations, or working groups
• - 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 • **Why K1x** • - Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate • - Opportunity to help define and lead a rapidly evolving category within private markets tax technology • - High-impact role with direct influence on company growth, market positioning, and product strategy • - Collaborative, execution-focused culture built for operators and builders • - Competitive compensation, equity participation, and comprehensive benefits package
Apply Now🕒 May 14
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