Senior Operations Lead – Tax & Compliance Focus

Responsibilities

• 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

Requirements

• 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