Join CoinTracker 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.
Forward Deployed Tax Expert at CoinTracker
Are you a CPA frustrated by the inability to scale your expertise beyond one client at a time? CoinTracker is hiring a Forward Deployed Tax Expert to help build Nino, an AI-powered financial operating system. This unique role combines HNW tax advisory with AI product building, allowing you to encode your judgment into software that serves millions. If you’re an equity compensation expert ready to amplify your impact through technology, this is your next career move.
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Location
Canada, United States / Remote
Compensation
$137k-$162k + Equity
Company
CoinTracker
Role overview
CoinTracker 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 TurboTax, CoinTracker is revolutionizing how tax advice is delivered by encoding expert judgment into scalable software to serve millions of users globally.
What you will do
- 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.
Who this is a fit for
- 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.
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.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and CoinTracker wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.