Tax Analyst  Location: Remote - Eastern or Central Time Zones Preferred Reports to: SVP of Product  About K1X   We are K1X. Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, bringing long-established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally analog-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!  Learn more at www.k1x.io  The Role   As a Tax Analyst at K1X, you’ll be a key member of our product team, bringing tax technical expertise to a fast-moving environment. This role is a mix of tax research, internal support, and hands-on collaboration with product, client success, and engineering. You'll answer real-time questions from both internal and external stakeholders, help shape our tax product content, and support tax compliance initiatives that impact our platform.  If you enjoy solving complex problems, researching evolving tax standards, and want to be part of a team redefining the tax tech space—this role is for you.  What You’ll Do  - Partner closely with product managers and engineers to support tax-related features and workflows  - Respond to tax technical questions from internal teams (Product, Client Success) and external partners  - Research and interpret tax reporting rules (federal, SALT, and international) for flow-thru and tax-exempt entities  - Monitor and analyze changes in tax laws that may impact our technology  - Assist in developing tax content and supporting documentation for the product  - Work with state taxing authorities or external advisors as needed to resolve compliance questions  - Participate in client calls to support tax-related inquiries or special projects  - Help draft internal briefs, reference materials, and training docs for non-tax stakeholders  - Aid in rollover process for federal, state (SALT), and international jurisdictions — from IRS and state forms through final release in the platform - Contribute to the continuous improvement of tax workflows and user experiences in our platform

Role Description As a Tax Analyst at K1X, you’ll be a key member of our product team, bringing tax technical expertise to a fast-moving environment. This role is a mix of tax research, internal support, and hands-on collaboration with product, client success, and engineering. You'll answer real-time questions from both internal and external stakeholders, help shape our tax product content, and support tax compliance initiatives that impact our platform. If you enjoy solving complex problems, researching evolving tax standards, and want to be part of a team redefining the tax tech space—this role is for you. What You’ll Do - Partner closely with product managers and engineers to support tax-related features and workflows - Respond to tax technical questions from internal teams (Product, Client Success) and external partners - Research and interpret tax reporting rules (federal, SALT, and international) for flow-thru and tax-exempt entities - Monitor and analyze changes in tax laws that may impact our technology - Assist in developing tax content and supporting documentation for the product - Work with state taxing authorities or external advisors as needed to resolve compliance questions - Participate in client calls to support tax-related inquiries or special projects - Help draft internal briefs, reference materials, and training docs for non-tax stakeholders - Aid in rollover process for federal, state (SALT), and international jurisdictions — from IRS and state forms through final release in the platform - Contribute to the continuous improvement of tax workflows and user experiences in our platform Qualifications - 3–5 years of experience in tax compliance and/or tax technology, ideally with exposure to flow-through entities or tax-exempt organizations - Public accounting experience strongly preferred - Strong tax research skills and the ability to communicate clearly across technical and non-technical teams - Familiarity with federal and state tax reporting requirements; international knowledge is a plus - A collaborative, solutions-oriented mindset with a desire to work in a cross-functional, fast-paced environment - Entrepreneurial spirit and a desire to grow with an innovative startup - Bachelor’s degree in accounting or related field; CPA or master’s in taxation a plus Benefits - Unlimited Vacation Policy + Sick Time + Holidays - Paid Parental Leave - Fully Remote Opportunity - Healthcare Benefits and 401K - Growing Startup Culture

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Tax Manager supporting technology clients you will help navigate complex tax landscapes. You will lead a team of professionals, develop and implement tax strategies, and provide consulting services on entity and equity structuring. Responsibilities: - Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations. - Manage and mentor a team of tax professionals. - Develop and implement tax strategies aligned with client goals. - Prepare and review tax returns for compliance with laws and regulations. - Conduct tax research and provide consulting on complex issues. - Build and maintain strong client relationships. - Tax Manager is responsible for clients receiving proactive communication and timely service. Qualifications: - Bachelor's degree in Accounting; Master's in Taxation preferred. - CPA required; JD/LLM also considered. - 5+ years of federal and multi-state tax consulting and compliance experience. - Familiarity with technology industry clients. - Strong communication and leadership skills - Prior public accounting experience required. Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Hybrid Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $122,000 to $183,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

At Wipfli, people count. At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results. We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path. People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. Responsibilities: - Lead and manage tax compliance engagements in accordance with firm and professional standards, within budget and deadline expectations - Plan and schedule tax engagements with clients and firm resources - Serve as the main tax point of contact within our firm for clients - Tax Manager is responsible for clients receiving proactive communication and timely service - Perform detailed reviews of tax work papers and provision calculations completed by other associates - Review tax returns, tax research, tax communications, and other requested deliverables - Communicate proactively with clients and engagement partners regarding project status, client service opportunities, and other significant matters in a timely manner - Provide training, direction, and supervision to staff and senior accountants - Participate in and provide leadership for firm initiatives and projects - Maintain technical expertise in various tax areas related to industry specialization Qualifications: - Requires a Bachelors Degree in Accounting or an equivalent combination of education and experience - CPA certification required in the respective state in which they are practicing - Requires at 5+ years of job related experience - High Net Worth Individual tax experience required - Requires prior accounting and/or tax experience - Subject matter leader in similar accounting and/or tax services - Management and/or mentoring experience with other staff members - Experience making recommendations to management - Prior public accounting experience desired Amanda Feltner, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AF1 #LI-Remote Additional Details: Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $106,000 to $160,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.