Aimed at mid-level tax professionals with equity compensation expertise who thrive in fast iteration and AI-driven environments.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Cointracker via Ashby
OVERVIEW
CoinTracker https://www.cointracker.io/ is on a mission to unlock everyone's financial potential so they can build the life they want. We started with crypto, building the tax and portfolio tools trusted by millions to make digital assets simple. Today, we're going further with Nino https://www.usenino.com/, our AI-powered financial planning product that puts expert-level guidance within reach of everyone, not just the wealthy.
More on Nino: Elite tax planning doesn't scale. The best advisors serve 50 to 100 households. We're fixing that by turning tax logic into code at Nino. The CPA profession is being reshaped by AI. Not in 10 years. In 2026. You can define how AI delivers tax advice, or spend the next few years adapting to rules someone else wrote. Nino is built inside CoinTracker ($100M raised; partners include Coinbase, TurboTax, H&R Block, Thomson Reuters), with the autonomy of an early-stage startup.
YOUR MISSION
Give everyone access to tax advice for the 1%.
YOUR ONE-YEAR OUTCOMES
- Own a full book of HNW / equity-heavy clients end-to-end at NPS 70+.
- File accurately and on time across the book. Zero critical errors.
- Be the team's go-to equity comp expert.
- You ship reusable checklists, templates, and decision-tree specs that the team adopts and the Tax Brain encodes.
WHAT YOU WILL DO
- 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.
WHAT WE LOOK FOR
- Role-agnostic
- Opportunity Alignment: Genuine conviction about our mission, the opportunity we're going after, or the technical problems we're solving.
- High Agency: You identify what matters, take it on, and own outcomes.
- Exceptional Collaboration: Build high-trust partnerships that make team members want you on hard projects.
- Critical Thinking: Find the real question beneath the surface one, weigh alternatives, and show clear judgment under uncertainty.
Required
- 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.
Bonus
- Working knowledge of business returns (S-corp, partnership, Schedule C).
THIS ROLE IS NOT A FIT IF
- You want to stay at a large firm and specialize in one narrow area.
- You prefer stability over ambiguity and fast iteration.
- You've never advised on equity compensation.
- You see AI as a threat rather than an advantage.
The starting salary for this position is between $137,400 - $161,600 USD. Candidate's location does not impact the posted salary range.
The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience. This position also includes equity in CoinTracker and benefits like medical, dental, vision, 401(k), life insurance, and PTO.
Source: Cointracker careers (Ashby)