Tax Expert

About the role

This role involves direct client engagement, providing year-round tax insights and preparing individual tax returns for high-net-worth clients, typically with net worths ranging from $1 million to $25 million. A key focus will be on complex equity compensation planning, including various stock options, RSU, and IPO events. The work requires a proactive approach to client service and meticulous attention to detail in tax preparation.

Beyond client-facing responsibilities, the Tax Expert will contribute to building Cointracker's AI-powered financial planning tool, Nino. This involves translating complex tax decisions into logical structures that engineers can code and reviewing AI-generated advice for accuracy. The position offers a unique opportunity to shape how AI delivers tax advice in the evolving CPA profession.

Success in this position means effectively managing a portfolio of high-net-worth clients, ensuring accurate and timely tax filings, and providing strategic financial planning. It also involves actively participating in the development of the Nino platform by breaking down intricate tax rules for AI integration and validating its output, ultimately helping to scale expert tax guidance.

The starting salary for this position ranges from $137,400 to $161,600 USD, with the actual compensation based on skills, education, and experience.

Skills that matter here

• CPA license: An active CPA license is required to provide tax advice and services to clients and prepare returns.
• individual tax: The role demands at least four years of experience in individual tax, including preparing, reviewing, and filing a high volume of 1040s.
• equity-comp planning: Deep knowledge of various equity compensation types, such as ISO, NSO, RSU, and 83(b), is essential for advising high-net-worth clients.
• Critical Thinking: This skill is crucial for identifying underlying client questions, evaluating alternatives, and making sound judgments in uncertain tax situations.
• Exceptional Collaboration: Building high-trust partnerships is necessary for working effectively with team members on complex projects and contributing to the AI tool.
• High Agency: Candidates should be proactive in identifying important tasks, taking ownership, and ensuring successful outcomes for clients and the product.

Who this role suits

• A person who thrives on direct client interaction and enjoys providing white-glove service to high-net-worth individuals.
• Someone with a strong background in complex individual tax scenarios, particularly those involving equity compensation.
• An individual who is tech-forward, logic-driven, and eager to contribute to the development of AI-driven financial tools.
• A professional who demonstrates high agency, takes ownership of outcomes, and is committed to the company's mission.

From the employer

What you will do

• Work directly with clients: proactive year-round tax insights, white-glove delivery.
• Prepare, review, and file individual returns for HNW households (starting $1M to $25M net worth) plus related business returns.
• Own equity-comp planning: ISO/NSO/RSU/ESPP, AMT crossover, 83(b), QSBS, 409A, secondary sales, IPO/liquidity events.
• Help build the Tax Brain: break complex decisions into logic an engineer can code; review AI advice and correct it.
• Solve edge cases: AMT, wash sales, multi-state allocation, QSBS, pass-through optimization.

What we look for

Role-agnostic

• Opportunity Alignment: Genuine conviction about our mission, the opportunity we're going after, or the technical problems we're solving.
• High Agency: You identify what matters, take it on, and own outcomes.
• Exceptional Collaboration: Build high-trust partnerships that make team members want you on hard projects.
• Critical Thinking: Find the real question beneath the surface one, weigh alternatives, and show clear judgment under uncertainty.

Required

• Active CPA license, 4+ years of individual tax.
• A high volume of 1040s prepared, reviewed, and/or filed.
• Equity-compensation depth for private- and public-company employees.
• Experience serving clients with $1M to $25M net worth.
• Logic-driven, tech-forward, low ego, high agency.

Bonus

• Working knowledge of business returns (S-corp, partnership, Schedule C).

What the company offers

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