Tax Analyst, AI CPA (United States & Canada) at CoinTracker (W18)
$130K - $160K  •  
The gold standard in cryptocurrency portfolio tracking and taxes
United States
Full-time
US citizen/visa only
3+ years
About CoinTracker

Applying

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Overview

CoinTracker makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. Learn more about our mission, culture, and hiring process.

Some things we’re proud of

🛠️ Building foundational tools in the cryptocurrency space

📄 Over 1M tax forms generated

💲 $80B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market)

🤝 Partnered with Coinbase, H&R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap

🗺️ Founders: Jon previously built TextNow (200M downloads) and Chandan was previously a product manager at Google & Google[x]

About the role

Overview

CoinTracker makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their cryptocurrency portfolio, investment performance, taxes, and more. We are a globally distributed team on a mission to enable everyone in the world to use crypto with peace of mind. Learn more about our mission, culture, and hiring process.

Some things we’re proud of

  • 🛠️ Building foundational tools in the cryptocurrency space

  • 📄 Over 1M tax forms generated

  • 💲 $80B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market)

  • 🤝 Partnered with Coinbase, H&R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap

  • 🗺️ Founders: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google & Google[x]

  • 💼 $100M+ venture capital raised from Accel, General Catalyst, Y Combinator, Initialized Capital, Coinbase Ventures, Kraken Ventures, Intuit Ventures, 776 Ventures, Balaji Srinivasan, Claire Hughes Johnson, Gokul Rajaram, Serena Williams, Zach Perret

  • 🌴 Awesome benefits

What we're building - Jarvis.tax

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

What you will do

  • 🔍 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.

What we look for

Role-agnostic

  • 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 file taxes 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

Role-specific

  • CPA or tax attorney.

  • Tax fundamentals

  • Communication

The starting salary for this position is between $130,000 - $160,000. 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.

Technology

Our engineering process includes:

  • Code reviews
  • Continuous integration
  • Multiple daily automated deployments to production
  • Automated testing with >85% code coverage

Some of the technical challenges we face are:

  • Lots of data — billions of data points to track transactions and market pair prices.
  • Data structures & algorithms — automated transfer detection, cost basis tracking, tax optimization, and more. Your CS fundamentals finally come in handy!
  • Scalability — some cryptocurrency users, such as algorithmic traders, accumulate millions of transactions per year. CoinTracker needs to work seamlessly for those power crypto traders.
  • Blockchain — whether it's running our own nodes, implementing xPub address generation and traversal, or parsing smart contracts to seamlessly support decentralized trading, we get our hands dirty with core blockchain technology.
  • Technical complexity — integrating with hundreds of exchanges and blockchains, and supporting thousands of cryptocurrencies means we have to methodically architect our software and build critical monitoring systems to deliver a robust and accurate platform.

Our tech stack is:

  • Web: HTML, Javascript, React, CSS, Sass
  • Mobile: React Native, Expo, GraphQL
  • Backend: Python, Flask, GraphQL, Postgres, Redis, Python RQ
  • Infrastructure: GCP, AWS

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