Note: The job is a remote job and is open to candidates in USA. CoinLedger is the leading crypto tax software platform, and they are seeking a Founding Tax Preparer to build a full-service tax preparation firm from scratch. The role involves working with the executive team to establish the firm's infrastructure and processes while preparing and managing client returns during the filing season.
Responsibilities
• Work with the CoinLedger executive team to stand up the firm's legal, business, and operational structure
• Serve as the responsible official on our EFIN application and hold signing authority as the paid preparer on client returns
• Lead the compliance and regulatory buildout: IRC §7216 consent flows, FTC Safeguards Rule requirements, state-level registrations, and data security practices
• Build the firm's SOPs from a blank page: intake, workpapers, review standards, e-file procedures, client communication
• Partner with our engineering and AI teams to design the human-in-the-loop return pipeline — deciding where AI does the work, where humans verify, and how we measure quality
• Prepare, review, and sign individual returns end to end — including crypto-heavy activity, Schedule C self-employment, K-1s, and multi-state filings
• Handle client-facing communication and manage the client experience
• Continuously feed what you learn back into the AI pipeline so every return makes the next one faster
• Grow into a leadership role as the firm scales — you're the first hire, not the last
Skills
• Active EA or CPA credential in good standing
• Willingness to serve as the signing paid preparer and EFIN responsible official — you're comfortable putting your name on the work
• Full-cycle individual return experience: you know how to take a 1040 from intake to e-file acceptance, including Schedule C, K-1s, and multi-state returns, and you know the tools and stack of a working tax prep firm inside and out
• Working knowledge of cryptocurrency tax reporting: capital gains/losses, cost basis methods, staking and mining income, and the realities of messy exchange data
• Genuine fluency with modern AI tools — you actively use tools like Claude Code, Codex, and ChatGPT in your work today, and you're excited to push them further
• US-based
Benefits
• Health benefits
• Fully remote (US)
• Direct access to and mentorship from CoinLedger's founding and executive team
• Real upside: ground-floor economic participation in a firm backed by a significant, built-in stream of warm leads from CoinLedger's existing customer base (100,000+)
Company Overview
• CoinLedger is a financial services company that specializes in the fields of tax reporting and investment management. It was founded in 2017, and is headquartered in Saint Louis, Missouri, USA, with a workforce of 11-50 employees. Its website is https://coinledger.io.