Forward Deployed Tax Expert Equity at CoinTracker
Listed on 2026-07-27
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Finance & Banking
Financial Reporting, Financial Analyst
Job Title
Forward Deployed Tax Expert
Salary$137,400 - $161,600 + Equity
Company DescriptionCoin Tracker is a venture-backed crypto and fintech leader ($100M raised, $1.3B valuation) building Nino, an AI-powered financial operating system. Partnered with titans like Coinbase and Turbo Tax, Coin Tracker is revolutionizing how tax advice is delivered by encoding expert judgment into scalable software to serve millions of users globally.
Job DescriptionJoin Coin Tracker 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.
LocationRemote, USA / Canada
Why this role is remarkable- Scale your expertise beyond 1:1 billable hours by building an AI system that delivers expert-level tax advice to millions.
- Work at a $1.3B unicorn backed by $100M in funding, collaborating with strategic partners like H&R Block and Thomson Reuters.
- Shape the future of financial fluency within "Nino," an autonomous startup-like team focused on the next generation of AI tax logic.
- 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.
- 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.
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