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Job Overview
Location
United States
Job Type
Full-time
Category
HR & Recruiting
Date Posted
April 1, 2026
Full Job Description
đź“‹ Description
- • As the Tax Lead at Frame, you will serve as the product architect for AI-driven tax planning, transforming complex tax logic into scalable AI agents that deliver elite tax advice to millions of Americans who are too wealthy for TurboTax but not wealthy enough for specialized firms—directly advancing the mission to democratize access to 1% level tax planning.
- • You will interface directly with high-net-worth clients ($1M–$25M net worth), providing proactive tax insights and white-glove service while preparing, reviewing, and filing individual and business tax returns (including 1040s, S-corps, partnerships, and Schedule Cs), ensuring accuracy and exceptional client experience.
- • Your core responsibility will be architecting the 'Tax Brain' by decomposing intricate tax concepts—such as ISO exercises, AMT crossover points, QSBS stacking, Roth conversions, wash sales, and multi-state allocation—into precise, executable decision trees that engineers can implement in AI systems.
- • You will train and refine AI agents by reviewing their outputs, correcting logical errors, writing system instructions to prevent hallucinations, and validating advice against real-world tax scenarios to ensure reliability and compliance.
- • You will solve edge-case tax problems that stump traditional software, using your expertise to teach the AI how to handle nuanced situations like pass-through optimization, alternative minimum tax triggers, and qualified small business stock strategies.
- • You will collaborate closely with a small, high-trust team of engineers, product leads, and financial planners—including the CEO, Financial Planning Lead, and Product & Engineering Lead—using lightweight tools like Notion, Slack, and Google Meet to ship fast, iterate based on client feedback, and maintain minimal process.
- • You will drive measurable outcomes within one year: onboarding 400+ clients with an NPS of 70+, enabling the AI agent to autonomously handle 80% of tax planning questions without human intervention, and achieving zero critical hallucinations in tax advice or filings.
- • You will embody a mission-aligned, impact-driven mindset—demonstrating trust, clear communication, and the ability to zoom between technical detail and strategic vision—while embracing ambiguity, low ego, and high agency in a fast-moving startup environment.
- • You will help define the future of tax advice in the AI era, choosing to shape how technology delivers financial planning rather than adapting to rules set by others, with the potential for life-changing equity upside in a venture-backed company backed by CoinTracker and partnered with industry leaders like Coinbase, TurboTax, and H&R Block.
🎯 Requirements
- • Active CPA license with 5+ years of experience
- • 500+ individual (1040) tax returns prepared, reviewed, and/or filed
- • Proven experience serving clients with $1M–$25M net worth
- • Working knowledge of business tax returns (S-corps, partnerships, Schedule C)
- • Strong logic-driven, tech-forward mindset with low ego and high agency
🏖️ Benefits
- • Competitive salary range of $138,000–$194,000 + meaningful equity in a venture-backed company
- • Access to awesome benefits (detailed via internal Notion page)
- • Opportunity to work on a high-impact, AI-powered product at the intersection of tax, finance, and technology
- • Direct collaboration with experienced founders and engineering leaders in a small, high-trust team
- • Autonomy to shape the future of tax advice with minimal process and fast iteration cycles
Skills & Technologies
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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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