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Tax Reporting Analyst

Tax Reporting Analyst

ProPivotalCambridge, MA
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Tax Reporting Analyst

We are looking for a detail-oriented Tax Reporting Analyst to join our Operations team. You will manage the end-to-end process of receiving, tracking, and processing Schedule K-1 forms from a diverse portfolio of private investment partnerships. Your contributions will ensure timely and accurate tax reporting and compliance, directly supporting our finance and tax teams. This position offers a pay rate of $35 per hour and requires the ability to work from our Cambridge, MA office at least two days per week and / or as required by company policy.

What You’ll Do :

  • Track and monitor incoming Schedule K-1 forms across multiple partnerships and entities to meet deadlines
  • Upload K-1s securely into tax preparers’ portals and maintain confidentiality of sensitive data
  • Organize and maintain digital records of all received K-1s in a structured filing system
  • Update and maintain a centralized tracking system (spreadsheet or database) to monitor form status, deadlines, and discrepancies
  • Collaborate with Financial Reporting and Operations teams (FROR) to resolve missing or delayed K-1s promptly
  • Support compilation and reconciliation of K-1 data for tax reporting purposes as needed

What We’re Looking For :

  • 1–3 years of experience in accounting, tax, investment administration, or document management
  • At least 1–2 years of relevant experience working with K-1s
  • Working knowledge of Schedule K-1 forms and their role in tax reporting
  • Strong proficiency in Microsoft Excel and familiarity with document management systems
  • Experience with secure file transfer protocols and investor portals to safeguard confidential information
  • Preferred Qualifications :

  • Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
  • Previous experience in a family office, tax firm, or investment firm environment
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    Reporting Analyst • Cambridge, MA