CoinTracker is looking for a Tax Analyst, AI CPA to join our mission of democratizing elite tax strategies for every filer. In this role, you will be instrumental in building and evaluating an AI tax agent, ensuring it provides accurate, compliant, and high-quality assistance.

What You'll Do

Build evaluation suites and rubrics to benchmark our AI agent against 90%+ of common tax scenarios and questions.
Advise and file for 50-100 customers, delivering a 5-star experience.
Create sets of questions, rubrics, and judges to discover AI missteps and ensure accuracy, completeness, and compliance.
Create sophisticated workflow diagrams that include chains of thought and sources to derive answers.
Manage a small corpus of real clients to test AI capabilities and iterate quickly.
Annotate and correct AI actions, offering guidance to improve tax logic and contextual understanding.
Identify situations where the AI should defer to a human CPA, and define escalation criteria.
Work intimately with the AI team to transfer knowledge, understand the system, and prioritize features.
Track IRS and state-level tax law updates relevant to AI coverage and update knowledge modules accordingly.

What We're Looking For

CPA or tax attorney certification.
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.