Cointracker

Founding CPA – AI Tax Agent

United States

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Cryptocurrency, Tax TechnologyIndustries

Requirements

Candidates must be a Certified Public Accountant (CPA) or a tax attorney, possessing a strong understanding of tax fundamentals, tax preparation and review experience related to high-net-worth individuals and mid-sized businesses, and knowledge of relevant code sections, regulations, guidance, and court cases.

Responsibilities

The Founding CPA – AI Tax Agent will review and validate the accuracy of AI-generated responses to U.S. federal and state tax questions, provide detailed annotations and improvements to help the AI learn, curate tax knowledge, conduct compliance checks, provide edge case support, and communicate tax topics and product value to users.

Skills

Tax Knowledge
AI Response Evaluation
Regulatory Compliance
Knowledge Curation
Edge-Case Handling
Attention to Detail
Analytical Skills

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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