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Forward Deployed Tax Expert

CoinTracker · United States · Yesterday
RemoteRemoteAccounting$137k–$162k/yrFull-time

Overview

CoinTracker is on a mission to unlock everyone's financial potential so they can build the life they want. We started with crypto, building the tax and portfolio tools that millions of users trust to trade digital assets with peace of mind. Nino builds the next layer of financial fluency for our users. Nino is an AI-powered financial operating system that makes comprehensive, expert-level tax and financial planning advice accessible. More on Nino: Comprehensive tax and financial planning strategies are currently locked behind high AUM fees or require enough wealth to have a family office. We are turning expert judgment into software so we can serve millions. AI is going to redefine how people understand their finances and how tax advice gets delivered. Not in ten years, in 2026. You can help define that, or spend the next few years adapting to rules someone else wrote.

About the role

You are the strategic tax planning partner for a book of HNW and equity-heavy clients. They act on your recommendations through liquidity events, exercises, secondaries, and multi-year planning windows, and they renew and refer.

Responsibilities

  • Advise a book of HNW clients year-round.
  • Verify AI output and turn platform insights into recommendations they actually act on.
  • Own equity comp strategy: ISO/NSO/RSU/ESPP, AMT, 83(b), QSBS, 409A, secondaries, IPO and liquidity events.
  • Model the multi-year impact and explain the trade-offs in plain language.
  • Build the Tax Brain with product and engineering. Convert your judgment into if/then logic, review AI-generated advice, and encode the corrections.
  • Solve the edge cases the software cannot yet: multi-state allocation, wash sales, pass-through optimization, ambiguous scenarios that need primary-source research.
  • Prepare, review, and file returns for your book, with filing infrastructure behind you so it is not the bottleneck on your time.

Requirements

  • Active CPA license and 4+ years of individual tax experience.
  • Genuine depth on equity compensation for both private- and public-company employees. You can defend a position on ISO/AMT, QSBS eligibility, or an 83(b) miss without reaching for the software.
  • Experience serving HNW clients ($1M to $25M net worth), ideally tech employees, founders, or executives with equity.
  • Logic-driven and tech-forward. You already use AI in your workflow and have opinions on where it helps and where it fails.
  • Bonus: Working knowledge of business returns (S-corp, partnership, Schedule C, SMLLC). Multi-state or residency-change work around equity and liquidity events. Experience automating parts of your own workflow.

Qualifications

  • Genuine conviction about our mission, the opportunity we're going after, or the technical problems we're solving.
  • Genuine depth on equity compensation for both private- and public-company employees. You can defend a position on ISO/AMT, QSBS eligibility, or an 83(b) miss without reaching for the software.
  • Experience serving HNW clients ($1M to $25M net worth), ideally tech employees, founders, or executives with equity.
  • Logic-driven and tech-forward. You already use AI in your workflow and have opinions on where it helps and where it fails.
  • Bonus: Working knowledge of business returns (S-corp, partnership, Schedule C, SMLLC). Multi-state or residency-change work around equity and liquidity events. Experience automating parts of your own workflow.

Skills

  • Active CPA license and 4+ years of individual tax experience.
  • Genuine depth on equity compensation for both private- and public-company employees.
  • Experience serving HNW clients.
  • Logic-driven and tech-forward.
  • Working knowledge of business returns (S-corp, partnership, Schedule C, SMLLC).
  • Multi-state or residency-change work around equity and liquidity events.
  • Experience automating parts of your own workflow.

Benefits

  • Medical
  • Dental
  • Vision
  • 401(k)
  • Life insurance
  • Paid time off

Pay

The starting salary for this position is between $137,400 - $161,600 USD. Candidate's location does not impact the posted salary range. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience.

Schedule

This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO.

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