Own end-to-end K-1 project management across 100+ entities with a hard March 15th delivery target
Manage the relationship with our third-party CPA firm — set milestones, surface blockers, hold the partnership accountable
Collect and organize financial records, cap table documentation, and entity filings from club leaders
Review completed 1065s and K-1s for accuracy; manage delivery to investors
Monitor the distributions calendar and process distributions on the platform
Reconcile against source records; diagnose and resolve discrepancies
File engineering tickets for platform-related issues; create custom transaction summaries as needed
Manage annual and franchise tax reports across multiple states
Track platform fees and support accounts receivable as properties transition
Support closings-to-operations onboarding documentation
Share ownership of the Zendesk queue with a 48-hour SLA
Respond to investor and club leader inquiries on K-1s, distributions, and account questions
Escalate platform bugs to Engineering; use ticket patterns to flag systemic improvements

You have 2–5 years of accounting, finance, or fintech operations experience, you understand reconciliation, debits and credits, and why the small discrepancies are often the big ones
K-1s, 1065s, and partnership tax structures are familiar territory not something you'd need to look up
You've managed an external vendor relationship and held them to a deadline, not just followed their lead
You build the tracker when there isn't one. You write the SOP. You don't wait to be asked.
You actively use AI tools; specific tools, specific use cases, and you've measurably changed how you work because of them
You communicate clearly and professionally with assertive, experienced investors and business operators
You've worked in a lean startup or high-ambiguity environment and found it energizing rather than overwhelming

Senior Operations Lead – Tax & Compliance Focus

Key skills