ProPivotal
K-1 Tax Operations Specialist
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
Key Responsibilities:
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
Required Experience:
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
Required Skills:
Familiarity with Schedule K‑1 tax documents and reporting cycles
Proficient in Excel and file tracking systems
Strong attention to detail and organizational skills
Preferred 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
There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you’ll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.
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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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
Key Responsibilities:
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
Required Experience:
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
Required Skills:
Familiarity with Schedule K‑1 tax documents and reporting cycles
Proficient in Excel and file tracking systems
Strong attention to detail and organizational skills
Preferred 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
There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you’ll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.
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.
#J-18808-Ljbffr