K-1 Tax Operations Specialist

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.

• 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

There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All Pro Pivotal 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.

Pro Pivotal 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.