Forward Deployed Tax Expert ($137k-$162k + Equity) at CoinTracker

About the role

Join CoinTracker to bridge the gap between high-net-worth tax advisory and cutting-edge AI product development. You will manage a book of equity-heavy clients while directly encoding your tax expertise into the "Tax Brain" AI.

Responsibilities

• Advise HNW clients with complex equity scenarios including ISOs, NSOs, RSUs, and QSBS, providing clear, actionable multi-year planning.
• Collaborate with product and engineering teams to translate complex tax logic into if/then code and verify AI-generated advice.
• Prepare and file clean, accurate returns for your portfolio using advanced filing infrastructure to minimize administrative bottlenecks.

Requirements

• Active CPA with 4+ years of individual tax experience, specifically serving high-net-worth tech employees, founders, or executives.
• Deep technical mastery of equity compensation, including AMT, 83(b) elections, QSBS eligibility, and complex liquidity event modeling.
• A tech-forward, high-agency professional who views AI as an essential tool and has experience automating parts of their own workflow.

Qualifications

Not specified.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Experience with equity compensation and tax law.
• Proficiency in coding and data analysis tools.

Benefits

Not specified.

Pay

$137,400 - $161,600 + Equity

Schedule

Remote, USA / Canada