Product Manager- Platform

Who We Are

K1x is the leading tax technology platform modernizing the private markets tax ecosystem. We digitize, automate, standardize, and distribute Schedule K-1 and related tax data across stakeholders including LPs, GPs, CPA firms, tax-exempt entities, banks, trusts, and high-net-worth individuals.

Our AI-powered extraction engine, trained on more than one million K-1s and 180,000+ annotated whitepaper pages, powers a growing suite of products designed to eliminate manual tax workflows and unlock data-driven insights across the industry.

Our product portfolio includes:

• K1 Aggregator – Digital K-1 aggregation for recipients
• K1 Creator – K-1 production and delivery workflows
• 990 Tracker – Tax-exempt filing management
• K1xChange – Digital K-1 exchange and collaboration platform

K1x partners with the nation’s largest accounting firms, institutional investors, family offices, and enterprise organizations to modernize tax operations at scale.

Your Role

K1x is looking for a Product Manager, Platform to own the shared technical foundation that all current and future K1x product modules are built on. This role will define platform strategy, drive cross-product infrastructure decisions, and ensure our shared services scale reliably as we expand our product portfolio.

This is a high-leverage individual contributor role that works at the intersection of engineering, product, and security. You will ensure that APIs, authentication, data infrastructure, multi-tenancy, and integration services are built once, built well, and consumed consistently across every K1x product.

The ideal candidate has deep experience building internal platforms or shared services and can translate ambiguous infrastructure needs into structured roadmaps that accelerate product development and improve system reliability.

Your Responsibilities

Platform Strategy & Roadmap

• Own the platform roadmap for shared infrastructure including APIs, authentication and authorization, data layer, multi-tenancy, and CI/CD pipelines
• Define platform investment priorities by balancing internal developer productivity with product-facing reliability and scalability needs
• Drive build-vs-buy decisions for infrastructure components and evaluate emerging technologies for platform adoption
• Coordinate with product-line PMs to identify shared needs, prevent duplicative work across modules, and sequence platform capabilities against product launch timelines

Integration Layer

• Own the integration infrastructure strategy powering connections to tax preparation software including CCH Axcess, GoSystem, UltraTax, and ProSystem fx
• Define validation gating, primary key management, and data integrity standards for all outbound integrations
• Improve integration reliability by addressing known pain points
• Write clear PRDs, technical requirement outlines, and acceptance criteria for integration and platform initiatives

Data Architecture & Security

• Govern how structured and unstructured tax data flows through the platform, ensuring consistency and traceability across all product modules
• Partner with security and compliance teams to maintain SOC 2 Type II certification and enforce secure document handling across all platform services
• Define data access patterns, retention policies, and audit requirements that support both current products and future data monetization initiatives