Job Overview
Location
United States
Job Type
Full-time
Category
Software Engineering
Date Posted
June 26, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary tax advisor for high-net-worth (HNW) clients with net worth ranging from $1M to $25M, delivering white-glove, year-round tax guidance and proactive insights.
- • Prepare, review, and file individual tax returns (Form 1040) and related business returns (S-corp, partnership, Schedule C) with zero critical errors and strict adherence to deadlines.
- • Own end-to-end equity compensation planning for employees of private and public companies, including ISOs, NSOs, RSUs, ESPPs, AMT crossover, 83(b) elections, QSBS, 409A valuations, and secondary sales.
- • Address complex tax edge cases including alternative minimum tax (AMT), wash sales, multi-state allocation, pass-through entity optimization, and liquidity events such as IPOs.
- • Collaborate directly with engineering and product teams to build the Tax Brain — translating complex tax logic into structured decision trees, checklists, and templates that are encoded into AI systems.
- • Review and correct AI-generated tax advice to ensure accuracy, compliance, and alignment with IRS regulations and client-specific circumstances.
- • Develop reusable, scalable tax planning tools, templates, and decision frameworks that are adopted by the team and integrated into Nino’s AI-driven tax platform.
- • Maintain NPS scores of 70+ across your client book by delivering exceptional service, anticipating client needs, and providing personalized, expert-level tax strategies.
- • Act as the internal subject matter expert on equity compensation taxation, advising internal teams and clients on the tax implications of stock-based compensation structures.
- • Work autonomously as part of an early-stage startup environment, embracing ambiguity, fast iteration, and ownership of outcomes without rigid processes or hierarchical oversight.
- • Contribute to the transformation of the CPA profession by leveraging AI to scale elite tax planning beyond the traditional 50–100 client limit, making expert-level advice accessible to a broader audience.
- • Maintain active compliance with all federal and state tax regulations while ensuring client confidentiality and data integrity across all interactions and filings.
- • Engage in continuous learning to stay ahead of evolving tax laws, crypto tax implications, and emerging AI applications in financial planning.
🎯 Requirements
- • Active CPA license
- • 4+ years of experience preparing, reviewing, and filing individual tax returns
- • Deep expertise in equity compensation planning (ISOs, NSOs, RSUs, ESPPs, AMT, 83(b), QSBS, 409A)
- • Proven experience serving clients with $1M to $25M net worth
- • Strong logic-driven, tech-forward mindset with low ego and high agency
- • Experience with business tax returns (S-corp, partnership, Schedule C)
🏖️ Benefits
- • Starting salary between $137,400 and $161,600 USD
- • Equity in CoinTracker
- • Medical, dental, and vision insurance
- • 401(k) plan
- • Life insurance
- • Paid time off (PTO)
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About CoinTracker Inc.
CoinTracker Inc. provides cryptocurrency portfolio and tax compliance software that syncs transactions across wallets and exchanges, calculates capital gains and losses in real time, and generates IRS-ready tax forms for individuals, accountants, and enterprises. The platform supports over 10,000 cryptocurrencies, more than 300 exchanges, and over 100 wallets, offering real-time market value tracking, tax-loss harvesting alerts, and integrations with TurboTax and other filing services. Founded in 2017 and headquartered in San Francisco, the company serves retail users, CPAs, and institutional clients seeking automated, audit-compliant digital asset reporting.
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