Tax Analyst, CoinTracker
AI CPA, United States & Canada
$130-160k
+ Equity
Crypto portfolio tracking & taxes
Job no longer available
Crypto portfolio tracking & taxes
21-100 employees
Job no longer available
$130-160k
+ Equity
21-100 employees
Company mission
To increase the world's financial freedom and prosperity.
Role
Who you are
- Impact: Demonstrated ability to drive business impact
- Mission alignment: Hungry and motivated about making progress towards our mission of Enabling everyone in the world to use crypto with peace of mind
- Trust: Say what you believe. Do what you say
- Communication: Able to clearly talk about the details and also zoom out to the bigger picture
- CPA or tax attorney
- Tax fundamentals
- At least 3 years of tax preparation and review experience related to high-net-worth individuals and mid-sized businesses
- Knowledge about relevant code sections, regulations, guidance, and court cases related to various tax topics
- Ability to properly do tax research and evaluate tax positions for ambiguous scenarios
- Communication
- Clear and concise in both written and verbal forms when it comes to communicating tax topics and product value to users
What the job involves
- Empower the future of tax assistance by working at the cutting edge of AI. We believe the interface between CPAs and clients is broken
- Clients have to schedule meetings weeks away, can't get answers during tax season, are billed for calls and emails to routine questions, and often can't understand the jargon that CPAs relay to them
- On the other end, CPAs waste incredible amounts of time verifying that forms are correct and complete, bothering clients over and over for submissions, and lose client context by switching projects dozens of times a week
- We want to build an interface that changes all of that, and we want you to help
- Your mission: Democratize elite tax strategies to every filer
- Your one year outcomes
- Build evaluation suites and rubrics to benchmark our ai agent against 90%+ common tax scenarios and questions
- Advise and file for 50-100 customers with 5-star experience
- Build Robust Evaluations: Create sets of questions, rubrics, and judges to discover AI missteps and ensure accuracy, completeness, and compliance
- Workflow Mapping: Create sophisticated workflow diagrams that include chains of thought and sources to derive answers from
- Test the AI Agent: Manage a small corpus of real clients so that we can test capabilities and iterate quickly when things don’t work
- Provide Feedback for Reinforcement Learning: Annotate and correct AI actions, offering guidance to improve tax logic and contextual understanding
- Flag Risky or Escalation-Worthy Responses: Identify situations where the AI should defer to a human CPA, and define escalation criteria
- Collaborate with Product & Engineering: Work intimately with the AI team to transfer knowledge, understand the system, and prioritize features
- Stay Current: Track IRS and state-level tax law updates relevant to AI coverage and update knowledge modules accordingly
Our take
Managing taxes for crypto investments can be a difficult task, and with tax regulations and trading practices developing fast in this market, a tool to help manage them is vital. CoinTracker’s crypto management software provides just this; tracking and synching up to 200 transactions across different wallets to a single dashboard, and automatically populating tax forms.
Though there are rivals in the space (such as Coinpanda and Koinly), CoinTracker stands out for the sheer volume of transactions it can track, as well as its prioritisation of ease-of-use. Through this approach, it makes the whole process far more compliant and hassle-free for crypto traders, especially serving those who are less educated regarding the space.
By balancing tax management tools with its relatively generous free plan, CoinTracker has straddled itself neatly across low-volume retail investors and those dipping their toes in a little deeper. Although it had to make a round of layoffs in 2023, the company has nonetheless progressed. It released CoinTracker Connect, which gives access to live professionals for real-time crypto tax advice, and has also undertaken a multichain expansion.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Jan 2022
$100m
SERIES A
Apr 2018
$1.5m
SEED
Total funding: $101.7m
Company benefits
- Join a startup with a breakout trajectory
- Rapidly learn in a fast-paced, extremely high-growth environment
- Work with a world-class team formerly from top companies
- Join us globally as part of a fully distributed team
- Geo-agnostic compensation
- Work in an environment with high trust, transparency, and autonomy
- Tackle challenging technical & business problems
- Help shape the future of finance
- No meetings on Wednesdays (#Flow)
Company HQ
Yerba Buena, San Francisco, CA
Leadership
Chandan Lodha
(Co-founder)Previously a Product Manager at Google.
Jon Lerner
(Co-founder & CEO)A former Software Engineer at Apple and Google. Went on to co-found and serve as CTO and Board Member at TextNow.
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