Tax Expert

CoinTracker

Tax Expert handling high-net-worth individual tax strategies at CoinTracker. Delivering proactive insights and managing equity compensation for clients with significant assets.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $137,400 - $161,600 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

equity in CoinTracker
medical
dental
vision
401(k)
life insurance
PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

individual tax preparation1040 tax returnsequity compensation planningAMT crossoverISONSORSUESPPQSBS409A

Soft Skills

proactive communicationproblem-solvinglogic-driventech-forwardlow egohigh agency

Certifications

CPA license