CoinTracker
Tax Lead
NEWUnited StatesFull-timeGlobal
💰 USD 138,000 - 194,000/yr
📊 Senior🏠 Remote
ActivePosted within the last 30 days
Job Description
[AI-summarized by JobStash]
You will work directly with clients to provide proactive, white-glove tax insights and prepare, review, and file individual and related business tax returns for high-net-worth households. You will translate complex tax decisions into engineer-implementable decision trees, train and review AI agents, write system instructions to prevent hallucinations, and resolve difficult edge cases such as AMT crossover, wash sales, multi-state allocation, QSBS, and pass-through optimization.
Requirements
- ●Active CPA license for 5+ years
- ●500+ individual (1040) returns prepared, reviewed, or filed
- ●Experience serving clients with $1M–$25M net worth
- ●Working knowledge of business returns (S-corp, partnership, Schedule C)
- ●Experience with AMT, QSBS, wash sales, multi-state allocation, and pass-through optimization
- ●Demonstrated ability to drive outsized business impact
- ●Strong written and verbal communication
Responsibilities
- ●Provide proactive tax insights and deliver white-glove client service
- ●Prepare, review, and file individual and related business tax returns for high-net-worth households
- ●Architect tax decision logic into engineer-implementable decision trees
- ●Train and review AI agents, write system instructions, and correct AI advice to prevent hallucinations
- ●Resolve complex tax edge cases including AMT crossover, wash sales, multi-state allocation, QSBS, and pass-through optimization
Benefits & Perks
- ●Meaningful equity
Tech Stack
tax planningmulti-state taxAMTQSBStaxationCPAlogicmulti-state allocationpass-through optimizationRoth conversion