Crypto Reconciliation Specialist

Coin Ledger helps people get their crypto taxes right. Our Done For You team handles the hardest part for clients who can't, or don't want to, do it themselves: turning years of scattered exchange, wallet and DeFi activity into accurate, defensible tax reports.

Our clients have the messiest crypto histories out there. Think of a client with five exchanges, three blockchains, a hardware wallet, some DeFi and staking, and a large amount of crypto lost to a bankrupt exchange. Resolving these issues is your specialty.

As a Crypto Reconciliation Specialist, you'll own each client's case from the kickoff call to the final tax report. We're looking for someone that already does this work for other people, at a crypto tax firm, a digital-asset accounting practice or a crypto tax software team, and who wants to do it with industry-best tools and resources.

Own client cases end to end

• Run onboarding calls to learn each client's history, goals and concerns
• Manage several cases at once and deliver each one accurately and on time
• Record every judgment call and client decision so the work is defensible

Find every missing source of data

• Trace deposits and withdrawals to the exchanges and wallets they came from. You'll use counter party addresses, blockchain explorers, client transaction histories and our internal CLI tooling to find wallets or exchanges the client forgot to import, and to catch incorrectly classified transactions.
• Catch incomplete imports, such as a Bitcoin hardware wallet imported by a single address instead of its xpub, a chain that never synced, or a stale exchange import
• Ask clients for exactly what's missing (specific exports, API keys, wallet confirmations), with clear steps on how to download it and get it to us
• Find and merge unmatched transfers, bridges and trades

Classify transactions with evidence

• Classify uncategorized transactions and correct misclassified ones, including swaps, liquidity adds and removes, staking and unstaking, DeFi loans, airdrops, spam tokens and more
• Decide from the transaction's structure, the evidence on the blockchain and the client's own words, not from guesswork

Make the data accurate and defensible

• Price obscure tokens and NFTs at the right value for that date and time. If no credible price exists, decide on a defensible path forward.
• Resolve missing cost basis and inflated capital gains at the root cause
• Review the 2025 move from universal to per-wallet cost basis tracking (the Rev. Proc. 2024-28 safe harbor allocation)
• Reconcile reported proceeds against each exchange's Form 1099-DA, and prepare Form 8949 and Schedule D figures
• Map data from unsupported exchanges into our import template

Complete cases to our standard

• A completed, accurate reconciliation that passes our quality review has:
  • Nothing disposed of without a cost basis
  • No naked deposits or withdrawals in the relevant tax years
  • No remaining missing cost basis or historical price warnings
  • No misclassified or uncategorized transactions
  • No unusual, inflated or unexplained capital gains or losses
  • No mismatches between proceeds on the 1099-DA and on our Form 8949
  • Every ignored transaction reviewed: spam, dust attacks and USD transactions stay ignored, and any legitimate crypto activity is brought back in

Advise clients clearly

• Meet with clients at the start of their reconciliation and walk them through the process
• Communicate regularly and promptly so clients always know where their case stands
• Deliver final reports and walk clients through their results

Work with AI as your analyst

• Tackle some tasks as appropriate with Claude Code and Coin Ledger's internal AI tooling
• Direct the AI, verify what it returns, and make every final judgment call and change yourself
• Report product…