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

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. This unique hybrid role scales individual judgment to thousands, redefining financial planning for tech professionals and founders.

About the role

The ideal candidate is an Active CPA with 4+ years of individual tax experience, specifically serving high-net-worth tech employees, founders, or executives. They must have deep technical mastery of equity compensation, including AMT, 83(b) elections, QSBS eligibility, and complex liquidity event modeling. The candidate should also be tech-forward, high-agency, and experienced in automating parts of their own workflow.

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 license 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.
• Tech-forward, high-agency professional with experience automating parts of their own workflow.

Qualifications

• Experience in advising high-net-worth clients with complex equity scenarios.
• Technical proficiency in equity compensation and related tax laws.
• Strong collaboration skills with product and engineering teams.
• Ability to prepare and file clean, accurate returns using advanced filing infrastructure.

Skills

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in tax law and equity compensation regulations.
• Experience with AI and automation tools.

Benefits

• Competitive salary range of $137,400 - $161,600 plus equity.
• Remote work option in the USA and Canada.
• Collaboration with strategic partners like H&R Block and Thomson Reuters.
• Opportunity to shape the future of financial fluency within "Nino," an autonomous startup-like team focused on the next generation of AI tax logic.

Pay

• $137,400 - $161,600

Schedule

• Remote work option in the USA and Canada.