Overview
This role involves leading tax engagements and business development within the digital-asset ecosystem, advising clients on complex tax matters related to blockchain, cryptocurrencies, and related technologies. The position requires a tax professional with deep technical expertise and a passion for the evolving digital-asset landscape.
Responsibilities
Client and Technical Leadership
- Advise clients on entity structuring, tokenomics, sourcing rules, transaction characterization, revenue recognition, and cross-border tax implications.
- Conduct and review advanced tax research, agreements, models, and filings related to digital-asset transactions and business models.
- Present complex tax concepts clearly to founders, executives, investment teams, and legal counsel.
- Translate industry developments and protocol mechanics into impactful tax strategies.
Research, Market Intelligence, and Thought Leadership
- Monitor market trends, regulatory changes, and developments in DeFi, stablecoin design, token economics, and institutional blockchain adoption.
- Lead or co-author thought leadership materials such as white papers, executive briefs, technical alerts, and market commentary.
- Interpret emerging technologies to inform client strategies and internal guidance.
- Deliver presentations and educational content for clients, conferences, industry groups, and internal leadership.
- Collaborate with practice leaders to set priorities and coordinate external messaging.
Engagement Management and Client Service
- Serve as primary engagement manager for advisory and compliance projects.
- Oversee timelines, budgets, resourcing, staff development, and quality control.
- Ensure deliverables meet high standards of technical accuracy and communication.
People Development
- Train and mentor staff on tax fundamentals and digital-asset concepts.
- Support development of internal technical frameworks and knowledge management systems.
- Promote a learning culture through feedback and coaching.
- Support sustainable workplace practices including remote work, paperless workflows, and recycling initiatives.
Business Development and Marketplace Engagement
- Participate in client pursuits, proposal development, and pitch meetings.
- Represent the organization at webinars, conferences, podcasts, roundtables, and industry events.
- Produce educational materials for enterprise clients and industry groups.
- Support strategic alliances, technology partnerships, and regulatory or policy-education initiatives.
Requirements
- Bachelor’s degree.
- CPA license, JD, or EA.
- Minimum of 5 years of experience in corporate or partnership tax, M&A tax, international tax, financial instruments, controversy, or structured transaction analysis.
- Strong written communication skills with ability to simplify technical complexity.
- Experience managing engagements, budgets, and client workflows.
- Knowledge of digital-asset market structure, blockchain fundamentals, token mechanics, or on-chain analytics tools preferred but not required.
- Ability to work remotely or in a hybrid model and travel up to approximately 20%.
- Curiosity, adaptability, and interest in crypto, DeFi, blockchain infrastructure, or emerging financial technology.
Compensation & Benefits
- Salary range: $115,000 - $215,000 per year (range intended for candidates in the San Francisco Bay Area meeting minimum requirements; other locations and qualifications may affect compensation).
- 14 firm holidays (including 2 floating), flexible paid time off, paid family leave, winter break, summer hours, and remote work options.
- Personalized benefits including 401(k) employer match; multiple medical, dental, vision plans with up to 90% employer-paid premiums; pet insurance.
- Wellness programs including interactive wellness platform and mental health resources.
- Performance-based bonuses, dedicated coaching, and professional development opportunities.
Location
Remote or hybrid work model with travel up to approximately 20%. Salary range provided is specific to the San Francisco Bay Area; candidates outside this region will receive location-specific compensation information.