Forward Deployed Tax Expert at CoinTracker answer
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Job Description
<h2><strong>Overview</strong></h2><p style="min-height:1.5em"><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cointracker.io/"><strong>CoinTracker</strong></a> <strong>is on a mission to unlock everyone's financial potential so they can build the life they want.</strong> We started with crypto, building the tax and portfolio tools that millions of users trust to trade digital assets with peace of mind. <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.usenino.com/">Nino</a> builds the next layer of financial fluency for our users. Nino is an AI-powered financial operating system that makes comprehensive, expert-level tax and financial planning advice accessible.</p><p style="min-height:1.5em"><strong>More on Nino:</strong> Comprehensive tax and financial planning strategies are currently locked behind high AUM fees or require enough wealth to have a family office. We are turning expert judgment into software so we can serve millions. AI is going to redefine how people understand their finances and how tax advice gets delivered. Not in ten years, in 2026. You can help define that, or spend the next few years adapting to rules someone else wrote. Nino sits inside CoinTracker ($100M raised, partnered with Coinbase, TurboTax, H&R Block, and Thomson Reuters) with the autonomy of an early-stage startup and the reach of an established platform.</p><p style="min-height:1.5em"></p><h2><strong>Your mission</strong></h2><p style="min-height:1.5em">Give everyone access to tax advice usually reserved for the 1%.</p><p style="min-height:1.5em"></p><h2><strong>Your one-year outcomes</strong></h2><ul style="min-height:1.5em"><li><p style="min-height:1.5em"><strong>You are the strategic tax planning partner</strong> for a book of HNW and equity-heavy clients. They act on your recommendations through liquidity events, exercises, secondaries, and multi-year planning windows, and they renew and refer.</p></li><li><p style="min-height:1.5em"><strong>You are the team's resident equity-comp expert.</strong> Every ISO, NSO, RSU, ESPP, QSBS, AMT, and 83(b) edge case in the company routes to you and gets resolved with a defensible position and a plain-language explanation the client can act on.</p></li><li><p style="min-height:1.5em"><strong>Returns across your book are filed cleanly and on time</strong>, with zero critical errors.</p></li><li><p style="min-height:1.5em"><strong>You have shipped reusable checklists, decision trees, and threshold specs that the team adopts and the Tax Brain encodes.</strong> The next client with the same problem gets a faster, better answer because of your work.</p></li></ul><p style="min-height:1.5em"></p><h2><strong>What you will do</strong></h2><ul style="min-height:1.5em"><li><p style="min-height:1.5em"><strong>Advise a book of HNW clients year-round.</strong> Verify AI output and turn platform insights into recommendations they actually act on.</p></li><li><p style="min-height:1.5em"><