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Crypto Tax Expert (United States & Canada)
Crypto Tax Expert (United States & Canada)CoinTracker • Rochester, NY, US
Crypto Tax Expert (United States & Canada)

Crypto Tax Expert (United States & Canada)

CoinTracker • Rochester, NY, US
24 days ago
Job type
  • Full-time
  • Part-time
  • Temporary
Job description

CoinTracker Tax Experts

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.

We are hiring CPAs and EAs to join our growing CoinTracker Tax Experts. In this role, you will work directly with CoinTracker customers to review their crypto tax data, explain outcomes, and ensure compliance. You'll primarily interact with clients through calls and virtual meetings, helping them navigate their crypto taxes with clarity and confidence.

This is a seasonal contract opportunity, ideal for professionals who want flexible, remote work while gaining hands-on experience at the intersection of crypto and tax.

What you will do

Support CoinTracker clients by reviewing imported crypto transactions and tax reports

Lead customer calls to explain tax results, answer questions, and provide reassurance and guidance

Verify the accuracy of tax calculations, identify issues, and flag cases requiring senior review

Collaborate with CoinTracker's tax and Customer Success teams to escalate and resolve complex cases

Stay current on tax laws and crypto reporting requirements

Deliver an exceptional customer experience by being responsive, professional, and clear

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 use crypto 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

Active, unrestricted EA or CPA credential (required)

Valid PTIN

34 years of experience in tax preparation and review; Crypto experience is required

Excellent communication skills and comfort leading client conversations over video / phone

Strong analytical ability and attention to detail when reviewing tax data

Customer-service orientation : empathetic, proactive, and patient

Reliable internet connection and ability to work remotely

Familiarity with CoinTracker

Experience working in a startup, fintech, or fast-moving environment

Who you are

As a Tax Expert, you have a minimum of 3 years of paid experience preparing and reviewing federal and state individual 1040 tax returns, using commercial tax preparation software

You possess an active, unrestricted credential : EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)

You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing our brand by delighting our customers and empowering them to prepare their taxes

You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner

Contract terms

Flexible scheduling, including part-time and full-time seasonal roles

Incentive based pay opportunities

Training and internal support provided

Opportunity to work with a mission-driven, global team and grow your crypto tax expertise

The hourly rate for this position is $45 / hr - $65 / hr. The actual compensation offered will be based on a variety of job-related factors including relevant skills, education, and experience.

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State Tax • Rochester, NY, US

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