Forward Deployed Tax Expert ($137k-$162k + Equity) at CoinTracker

Overview

A leading fintech and crypto company is seeking a Forward Deployed Tax Expert to join their remote team in the USA or Canada. This role offers a unique opportunity to combine high-net-worth tax advisory with AI product development, helping to build an AI-powered financial operating system.

Responsibilities

• Advise high-net-worth clients with complex equity compensation scenarios, including ISOs, NSOs, RSUs, and QSBS, providing clear multi-year tax planning.
• Collaborate with product and engineering teams to translate complex tax logic into code and verify AI-generated tax advice.
• Prepare and file accurate tax returns for a portfolio of clients using advanced filing infrastructure to reduce administrative tasks.

Requirements

• Active CPA license.
• Minimum of 4 years of individual tax experience, specifically serving high-net-worth technology employees, founders, or executives.
• Deep technical expertise in equity compensation, including Alternative Minimum Tax (AMT), 83(b) elections, Qualified Small Business Stock (QSBS) eligibility, and complex liquidity event modeling.
• Tech-forward mindset with experience automating parts of tax workflows and viewing AI as an essential tool.

Compensation & Benefits

• Salary range: $137,400 - $161,600 annually.
• Equity participation.

Location

• Remote position available for candidates located in the USA or Canada.

This role provides the chance to scale individual tax expertise through AI, working with a well-funded organization valued at $1.3 billion and partnered with major industry players. The position involves shaping the future of AI-driven tax advice within an autonomous, startup-like team.