Tax Expert

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $137.4k - $161.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

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CoinTracker

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2017

₿ Crypto

💳 Fintech

☁️ SaaS

💰 $100M Series A on 2022-01

Crypto • Fintech • SaaS

CoinTracker is a comprehensive solution for managing cryptocurrency investments and tax obligations. By seamlessly connecting with over 500 exchanges and wallets, CoinTracker provides an optimized tax report for users in minutes. It is highly regarded for its ease of use, extensive support for cryptocurrencies, and reliable integration with tax software like TurboTax and H&R Block. With features such as automated DeFi detection and portfolio tracking, CoinTracker is an invaluable tool for both novice and experienced crypto investors. The platform ensures secure and efficient management of crypto taxes through robust integrations, real-time tracking, and user-friendly dashboards.

📋 Description

• Work directly with clients: proactive year-round tax insights, white-glove delivery. • Prepare, review, and file individual returns for HNW households (starting $1M to $25M net worth) plus related business returns. • Own equity-comp planning: ISO/NSO/RSU/ESPP, AMT crossover, 83(b), QSBS, 409A, secondary sales, IPO/liquidity events. • Help build the Tax Brain: break complex decisions into logic an engineer can code; review AI advice and correct it. • Solve edge cases: AMT, wash sales, multi-state allocation, QSBS, pass-through optimization.

🎯 Requirements

• Active CPA license, 4+ years of individual tax. • A high volume of 1040s prepared, reviewed, and/or filed. • Equity-compensation depth for private- and public-company employees. • Experience serving clients with $1M to $25M net worth. • Logic-driven, tech-forward, low ego, high agency.

🏖️ Benefits

• equity in CoinTracker • medical • dental • vision • 401(k) • life insurance • PTO