[Remote] Crypto Tax Expert (United States & Canada) at Cointracker

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Part TimeJob Type

UnknownVisa

Cryptocurrency, Fintech, Tax ServicesIndustries

Requirements

Candidates must possess an active, unrestricted EA or CPA credential and a valid PTIN. A minimum of 3-4 years of experience in tax preparation and review, specifically with crypto, is required. Excellent communication skills, comfort leading client conversations, strong analytical ability, attention to detail, and a customer-service orientation are essential. Familiarity with CoinTracker and experience in a startup or fintech environment are preferred. A reliable internet connection is necessary for remote work.

Responsibilities

The Crypto Tax Expert will support clients by reviewing imported crypto transactions and tax reports. This role involves leading customer calls to explain tax results, answer questions, and provide guidance. Responsibilities include verifying the accuracy of tax calculations, identifying issues, flagging cases for senior review, and collaborating with internal teams to resolve complex cases. The expert will also stay current on tax laws and crypto reporting requirements, ensuring an exceptional customer experience through responsiveness, professionalism, and clarity.

Skills

Cryptocurrency Tax

Tax Compliance

CPA

Client Communication

Virtual Meetings

Cointracker

Cryptocurrency portfolio tracking and tax reporting

About Cointracker

CoinTracker helps individuals and businesses manage their cryptocurrency investments and tax obligations. It offers a portfolio tracking and tax reporting software that allows users to connect their crypto wallets and exchanges, enabling them to monitor their balances, transactions, and investment performance in one place. A key feature is its tax reporting capabilities, which assist users in calculating their cost basis, net fiat invested, and capital gains, simplifying compliance with complex tax regulations. CoinTracker operates on a subscription-based model, providing premium features for a fee while also offering a free tier to attract new users. The goal is to provide essential services for portfolio management and tax compliance in the growing cryptocurrency market.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$98.8MTotal Funding

SERIES_ACompany Stage

Crypto & Web3, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Risks

IRS's Form 1099-DA may impact users valuing privacy, affecting CoinTracker's user base.

A recent security breach could undermine user trust and raise data privacy concerns.

Coinbase's expansion of its subscription model could increase competition for CoinTracker.

Differentiation

CoinTracker offers seamless crypto portfolio tracking and tax compliance in one platform.

Partnerships with Coinbase and TurboTax enhance CoinTracker's credibility and user reach.

CoinTracker's multichain support includes Arbitrum, Optimism, and Cosmos, broadening its user base.

Upsides

Increased demand for DeFi tax solutions due to IRS's new Form 1099-DA requirements.

Partnership with H&R Block positions CoinTracker in the mainstream tax preparation market.

CoinTracker Connect offers real-time crypto tax advice, enhancing user engagement.

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