About the company
CoinTracker is on a mission to increase the world’s financial freedom and prosperity. By enabling seamless cryptocurrency portfolio tracking and accurate tax reporting, we empower people to better understand their crypto portfolio, comply with existing regulations, and make better financial decisions.
Job Summary
What you will do
📍Architect the "Brain": break down complex decisions (e.g., “Should I exercise my ISOs?” or “Can I afford this home?”) into strict logic trees and "if/then" statements that our engineers can code 📍Train the AI: you will review AI-generated advice, correct its logic, and write the "System Instructions" that prevent hallucinations on tax and compliance topics 📍Solve edge cases: you will move beyond generic advice to handle the messy reality of our users—AMT crossover points, QSBS stacking, uneven cash flows, and multi-state tax issues 📍Define the standard: you won't just follow industry rules; you will define the guardrails for how AI interacts with fiduciary advice, writing the playbook the rest of the industry will follow in five years
Who you are
đź“ŤYou are a Technical Planner, not a Relationship Manager. You became a Lead Advisor because you knew the numbers better than anyone else in the room, not because you were good at playing golf with clients.
What we look for
Role-agnostic đź“ŤImpact: Demonstrated ability to drive business impact đź“ŤMission alignment: Hungry and motivated about making progress towards our mission đź“ŤTrust: Say what you believe. Do what you say. đź“ŤCommunication: Able to clearly talk about the details and also zoom out to the bigger picture
The crypto industry is evolving rapidly, offering new opportunities in blockchain, web3, and remote crypto roles — don’t miss your chance to be part of it.
