Tax Analyst, AI CPA

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

• Give everyone access to tax advice for the 1%

Your one year outcomes

• AI agent can properly respond to 90%+ of user questions

• Service 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

  • At least 3 years of tax preparation and review experience related to high-net-worth individuals and mid-sized businesses.

  • Knowledge about relevant code sections, regulations, guidance, and court cases related to various tax topics.

  • Ability to properly do tax research and evaluate tax positions for ambiguous scenarios

• Communication

  • Clear and concise in both written and verbal forms when it comes to communicating tax topics and product value to users.

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.