Cointracker
Forward Deployed Tax Expert
United States
Sponsorship not specified$137k-$162kDetected 28 days ago
TaxCollaborationCritical ThinkingPlain Language
About the role
- Nino is an AI-powered financial operating system that makes comprehensive, expert-level tax and financial planning advice accessible.
- More on Nino: 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.
Responsibilities
- Build the Tax Brain with product and engineering. Convert your judgment into if/then logic, review AI-generated advice, and encode the corrections.
- High Agency: You identify what matters, take it on, and own outcomes.
- Exceptional Collaboration: Build high-trust partnerships that make team members want you on hard projects.
- Build the Tax Brain with product and engineering.
- A track record of automating parts of your own workflow.
Requirements
- You have shipped reusable checklists, decision trees, and threshold specs that the team adopts and the Tax Brain encodes.
Compensation
- Genuine depth on equity compensation for both private- and public-company employees.
Benefits
- You are the strategic tax planning partner for a book of HNW and equity-heavy clients.
- You are the team's resident equity-comp expert.
- 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.
- Genuine depth on equity compensation for both private- and public-company employees.
- Experience serving HNW clients ($1M to $25M net worth), ideally tech employees, founders, or executives with equity.
- Multi-state or residency-change work around equity and liquidity events.
- Own equity comp strategy: ISO/NSO/RSU/ESPP, AMT, 83(b), QSBS, 409A, secondaries, IPO and liquidity events.
Company info
- Genuine conviction about our mission, the opportunity we're going after, or the technical problems we're solving.
- Opportunity Alignment: Genuine conviction about our mission, the opportunity we're going after, or the technical problems we're solving.
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This listing is sourced directly from Cointracker's careers page and normalized into a canonical job model.