CoinTracker

Business Lead, Frame

CoinTracker

13 days ago

## Overview Elite financial planning doesn't scale. The best advisors serve ~50-100 households. We're fixing that by turning financial logic into code. At Frame, we're building an AI-powered financial office that delivers top-1% tax and financial planning to millions of Americans. We've launched with paying customers, a small high-trust team, and strong backing from CoinTracker ($100M raised, Accel/YC). We're looking for a **Business Lead** to co-lead Frame alongside our Technical & Product Lead. You'll own the business side: growth, marketing, partnerships, client experience, CPA/CFP team operations, compliance, and hiring. Your co-lead owns product and engineering. You report directly to the CEO. This isn't a "business person who sits in meetings." You'll write the first blog post. You'll run the first partnership call. You'll onboard customers yourself. You'll hire the team that does all of this at scale. ## Your mission Enable world-class financial and tax planning for everyone. ## Your one-year outcomes 1. 400 paying customers with NPS 70+ and strong organic word-of-mouth growth 2. Repeatable customer acquisition motion generating 20+ qualified leads/month 3. CPA/CFP team of 3-5 delivering consistent 5-star service with AI augmentation 4. Category awareness: Frame is known as the AI-native alternative to traditional financial planning ## What you will do - **Growth:** Own customer acquisition. Build and iterate on growth motions: content, community, social, outbound, partnerships. Own pricing and packaging alongside your co-lead. - **Client experience:** Own NPS, retention, and support quality. Design onboarding. Ensure every customer gets a world-class experience. - **Team:** Manage the CPA/CFP team (currently 2, growing to 3-5). Hire future planners, GTM, marketing, and customer service roles. - **Operations:** Build systems for service delivery: client onboarding, tax filing workflows, planning cadence. Make it consistent and scalable. - **Brand & content:** Build Frame's voice. Create content that builds credibility and drives demand. - **Partnerships:** Identify and execute partnerships that drive customer acquisition. - **Compliance:** Own regulatory compliance for financial planning and tax services. - **Business metrics:** Co-own the Frame P&L with your co-lead. Set goals, track metrics, report to the CEO. ## What we look for ### Role-agnostic - **Impact:** Demonstrated ability to drive outsized business impact. - **Mission alignment:** Hungry and motivated about giving everyone access to world-class financial planning through AI. - **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 - Has built or scaled a customer-facing business as a founder or early operator. - Has managed a cross-functional team (operations, service, growth). - Has owned a growth or revenue number and moved it. - AI-native: uses AI daily and understands how it changes service delivery economics. - Strong written and verbal communicator (you'll be the voice of the brand). - Comfortable with ambiguity, rapid iteration, and wearing every hat. ## This role is not a fit if - You need a team before you can produce output. - You prefer process and alignment over speed and ownership. - You think managing CPAs and CFPs is "below" a business lead. - You prefer to own strategy vs. rolling up your sleeves and executing yourself. ## The team You'll work directly with: - Jon Lerner (Co-Founder & CEO, your manager) - Kenan Mesic (Technical & Product Lead, your co-lead) - Levi Larsen (Financial Planner, your direct report) - Tax Lead, CPA (hiring, your direct report) ## Why join Frame now? - **Ownership:** co-lead an entire business. Growth, marketing, partnerships, client experience, P&L. - **Upside:** meaningful equity at the ground floor, backed by $100M+ in venture funding from Accel, Y Combinator, Intuit Ventures. - **Impact:** build the category-defining AI financial planner. - **Team:** small, high-trust, high-autonomy. No bureaucracy. When applying, mention the word CANDYSHOP to show you read the job post completely.

Tax Lead, Frame

CoinTracker

13 days ago

## Overview Elite tax planning doesn't scale. The best advisors in the world can serve ~50-100 households. We're fixing that by turning tax logic into code. We're not looking for a CPA to manage a traditional book of business. We're looking for a **product architect** for AI agents that deliver 99th percentile tax planning to millions of Americans at **Frame**. You'll still file tax returns. You'll still work with real clients. But your real job is sitting with engineers, breaking down the messy logic in your head — ISO exercises, AMT crossover points, QSBS stacking, Roth conversions — into decision trees that actually work. When we're done, the tax planning advice we'll provide won't just be static advice delivered once a quarter. It will execute, perform, and action personalized advice to each customer in a way that is simply not possible with legacy tax planning. ## Why now? The CPA profession is getting *completely* reshaped by AI. Not in 10 years. In 2026. You can either be the person who defines how AI delivers tax advice, or you can spend the next few years adapting to rules someone else wrote. We're building at Frame (inside CoinTracker, $100M raised, partners include Coinbase, TurboTax, H&R Block, Thomson Reuters) to serve the millions of Americans stuck in the gap: too wealthy for TurboTax, not wealthy enough for a specialized tax firm. Frame is an independent product incubated within the same parent company as CoinTracker, with the autonomy of an early-stage startup and the backing of a proven industry-leading crypto tax and accounting platform. ## Your mission Give everyone access to tax advice for the 1%. ## Your one-year outcomes 1. 400 customers with NPS 70+ 2. AI agent independently handles 80% of tax planning questions without human intervention 3. Zero critical hallucinations (inaccurate tax advice or filing errors) ## What you will do * Interface with Clients: Proactive tax insights and white-glove experience * Prepare, review, and file tax returns for households (starting with those in $1M – $25M net worth) plus related business returns * Architect the Tax Brain: break down complex tax decisions into logic trees that engineers can code * Train AI: review AI advice, correct logic, write system instructions to prevent hallucinations * Solve Edge Cases: AMT crossover, wash sales, multi-state allocation, QSBS, pass-through optimization ## What we look for ### Role-agnostic * **Impact:** Demonstrated ability to drive outsized business impact * **Mission alignment:** Hungry and motivated about giving everyone access to world-class financial planning through AI * **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 * Active CPA license for 5+ years * 500+ individual (1040) returns prepared, reviewed, and/or filed * Experience serving clients with $1M – $25M net worth * Working knowledge of business returns (S-corps, partnerships, Schedule C) * Logic-driven, tech-forward, low ego, high agency ## This role is not a fit if * You want to stay at a large firm and specialize in one area * You prefer stability over ambiguity and fast iteration * You see AI as a threat rather than a 10x tool ## The team You'll work directly with: * Jon (Co-Founder & CEO) * Levi (Financial Planning Lead) * Kenan (Product & Engineering Lead) * Anusha (Engineering) * Julian (Engineering) Small team. High trust. Minimal process. We work with Notion, Slack, and Google Meet. We ship fast and talk to customers daily. The starting salary for this position is between $138,000 - $194,000 + meaningful equity in a venture-backed company at the ground floor. This isn't designed to compete with traditional CPA compensation. The trade: less cash now for potentially life-changing equity upside later. If you're optimizing for a 4-day workweek and 20 days PTO, this isn't for you. If you're optimizing to build something that matters and has equity that could be life-changing one day, let's talk. We also have awesome benefits. When applying, mention the word CANDYSHOP to show you read the job post completely.

Senior Counsel

CoinTracker

36 days ago

## 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 - 💲 $250B+ 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 ## Your mission Serve as CoinTracker's first dedicated legal hire, leading the Legal function end-to-end — including commercial agreements, product counsel, corporate governance, and people matters — while enabling product velocity by providing risk-calibrated, business-oriented legal guidance. ## Your one-year outcomes - Trusted legal partner across the company. You proactively surface legal risks, provide clear guidance on product decisions, and are seen by the team as an accelerant — not a blocker. - All commercial agreements handled in-house. Partner agreements, customer contracts, and vendor agreements are drafted, negotiated, and managed internally at high quality. - Product development moves faster with legal clarity. Product and engineering teams have clear legal guardrails and timely guidance for launching new features and product lines. - Corporate and regulatory risk is well-managed. Governance, privacy, employment matters, and compliance are systematically addressed with risks surfaced early. ## What you will do - Lead the Legal function at CoinTracker across commercial, product, corporate, and people matters - Draft, negotiate, and manage all commercial agreements (partnership deals, customer contracts, vendor agreements, DPAs) - Partner with Product and Engineering to provide risk-calibrated legal guidance on new features, product lines, and international expansion - Manage corporate governance, equity matters, and board-related legal work - Handle people-related legal matters (employment agreements, policies, compliance) - Build legal infrastructure from scratch: contract templates, playbooks, and self-serve resources - Manage external counsel relationships for specialized matters (IP, regulatory, litigation) - Advise on crypto regulatory developments and their implications for CoinTracker's product ## What we look for ### Role-agnostic - **Impact:** Demonstrated ability to drive outsized business impact - **Mission alignment:** Strong personal conviction in crypto; hungry to make progress on our mission of enabling everyone to use crypto with peace of mind. - **Trust:** Say what you believe. Do what you say. Take ownership broadly - **Communication:** Clear and concise; able to distill complex legal concepts into plain language ### Role-specific - 7-10 years of legal experience post-law school with a mix of law firm and in-house - Strong commercial drafting and negotiation skills — can build contracts from scratch - Experience serving as product counsel, partnering with Product/Engineering teams - Demonstrated ability to provide risk-calibrated advice that enables (not blocks) product development - Comfortable operating in ambiguous regulatory environments - Experience at a high-growth technology company - Self-starter who thrives with autonomy ### Nice to have - Top-tier law firm background (Goodwin, Cooley, Wilson Sonsini, Latham, etc.) - Experience at a crypto or fintech company - Familiarity with crypto regulatory landscape (SEC, FinCEN, state regulations, MiCA) - Background in data privacy (GDPR, CCPA) ## Compensation & Benefits The starting salary for this position is between $201,000 - $236,000 USD. Candidate's location does not impact the posted salary range. 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. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

General Manager, Frame

CoinTracker

43 days ago

<p></p><div><div><div style="display:none;" src="https://embedded-media.ashbyhq.com/embed/2c6a349a-d500-43a3-af94-2f67578803ac/fa253188-0d5a-457c-aacf-360c49155c03"></div></div></div><p></p><h4><strong>Overview</strong></h4><p>Elite financial planning doesn't scale. The best advisors in the world can serve ~50-100 households. We're fixing that by turning financial logic into code at <strong>Frame</strong>.</p><p>When we're done, the financial planning advice we'll provide won't just be static advice delivered once a quarter. It will execute, perform, and action personalized advice to each customer in a way that is simply not possible with legacy financial planning.</p><p></p><h4><strong>Why now?</strong></h4><p>The CFP profession is getting <em>completely</em> reshaped by AI. Not in 10 years. This year.</p><p>We're building at Frame (inside CoinTracker, $100M raised, partners include Coinbase, TurboTax, H&amp;R Block) to serve the millions of Americans stuck in the gap: too wealthy for roboadvisors, not wealthy enough for $500K minimums and 1% AUM fees.</p><p>Frame is an independent product incubated within the same parent company as CoinTracker, with the autonomy of an early-stage startup and the backing of a proven industry-leading crypto tax and accounting platform.</p><p></p><h4><strong>Your mission</strong></h4><p>Enable world-class financial and tax planning for everyone.</p><p></p><h4>tl;dr</h4><p>You’ll run a startup within a startup, managing a small, highly motivated team towards product-market fit for an AI-powered financial planning and tax product.</p><p></p><h4>Your one-year outcomes</h4><ol> <li><p><strong>Product-market fit:</strong> Hundreds of paying customers with NPS 70+ and strong organic word-of-mouth growth</p></li> <li><p><strong>AI autonomy:</strong> AI agent independently handles 80%+ of user queries without human intervention, with zero critical hallucinations</p></li> <li><p><strong>Team:</strong> Small, high-performing team that ships fast and owns outcomes</p></li> <li><p><strong>Category leadership:</strong> Frame is the recognized leading AI-native financial planning product for tech-forward Americans</p></li> </ol><p></p><h4><strong>What you will do</strong></h4><p>As the Frame Lead, you will run Frame as a general manager — owning the business end-to-end and reporting directly to our CEO.</p><ul> <li><p><strong>Product:</strong> Own the roadmap and drive toward product-market fit. Talk to customers daily. Decide what to build, what to cut, and what to test</p></li> <li><p><strong>Leadership:</strong> Manage the existing team (2 AI engineers, 1 CPA, 1 CFP). Hire and scale the team. Set operating cadence, culture, and accountability</p></li> <li><p><strong>Growth:</strong> Own customer acquisition strategy. Build and iterate on growth motions: product-led growth, content, social, network, and partnerships. Own pricing and packaging</p></li> <li><p><strong>AI product development:</strong> Work with engineers to improve AI agent quality, reduce human-in-the-loop dependency, and prevent hallucinations in financial advice</p></li> <li><p><strong>Business operations:</strong> Own the Frame P&amp;L; set goals, track metrics, and report to the CEO. Make resource allocation and investment decisions</p></li> <li><p><strong>Customer experience:</strong> Own NPS, retention, and support quality. Ensure every customer feels like they have a world-class financial planning experience</p></li> </ul><p></p><h4>What we look for</h4><h4><strong>Role-agnostic</strong></h4><ul> <li><p><strong>Impact:</strong> Demonstrated ability to drive outsized business impact</p></li> <li><p><strong>Mission alignment:</strong> Hungry and motivated about giving everyone access to world-class financial planning through AI</p></li> <li><p><strong>Trust:</strong> Say what you believe. Do what you say</p></li> <li><p><strong>Communication:</strong> Able to clearly talk about the details and also zoom out to the bigger picture</p></li> </ul><h4><strong>Role-specific</strong></h4><ul> <li><p><strong>People leadership &amp; culture:</strong> Has built and led a small, high-performing cross-functional team. Low ego, high trust</p></li> <li><p><strong>Product vision &amp; 0→1 execution:</strong> Has taken something from nothing to paying customers. Knows how to find product-market fit</p></li> <li><p><strong>AI native:</strong> Deep fluency with AI tools and AI product development. Understands what AI can and can't do today</p></li> <li><p><strong>Business ownership &amp; GTM:</strong> Has owned revenue, growth, or P&amp;L for a product or business. Thinks like a business owner</p></li> </ul><h4><strong>Must have</strong></h4><ul> <li><p>Founder or early employee at a startup, with hands-on experience building a product and growing a business</p></li> <li><p>Demonstrated 0→1 and 1→n product chops</p></li> <li><p>People leadership across functions (doesn't need to be a large team, but needs to span engineering, operations, or similar)</p></li> <li><p>High agency, low ego, builder mindset</p></li> <li><p>Strong AI fluency</p></li> </ul><p></p><h4><strong>Nice to have</strong></h4><ul> <li><p>Fintech or financial planning domain experience</p></li> <li><p>Technical or AI/ML background</p></li> <li><p>Consumer product experience</p></li> <li><p>Experience with product-led or content-driven growth</p></li> <li><p>Based in the San Francisco Bay Area</p></li> </ul><p></p><h4><strong>Why join Frame now?</strong></h4><ul> <li><p><strong>Ownership:</strong> run an entire business as general manager, reporting directly to the CEO. Product, growth, hiring, P&amp;L — it's all yours</p></li> <li><p><strong>Upside:</strong> meaningful equity in a venture-backed company (Accel/YC, $100M+ funded) at the ground floor of a new product line</p></li> <li><p><strong>Impact:</strong> build the category-defining AI financial planner. Help hundreds and eventually millions of people build more wealth for their families</p></li> <li><p><strong>Team:</strong> small, high-trust, high-autonomy team. No bureaucracy. Ship fast</p></li> <li><p><strong>Resources:</strong> startup blank slate with established-company backing (legal, finance, recruiting, infra)</p></li> </ul><p></p><h4><strong>This role is NOT for you if</strong></h4><ul> <li><p>You want a well-defined role at a large company with clear swim lanes</p></li> <li><p>You prefer process and alignment over speed and ownership</p></li> <li><p>You need someone else to tell you what to build</p></li> <li><p>You aren't comfortable managing both engineers and non-technical team members</p></li> <li><p>You think AI is overhyped or are waiting to see how it plays out</p></li> <li><p>You want to manage; you don't want to <em>do</em></p></li> </ul><p></p><p>The starting salary for this position is between $235,000 - $270,000. This role is based in the San Francisco Bay Area. 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 the company and benefits like medical, dental, vision, 401(k), life insurance, and PTO.</p> When applying, mention the word CANDYSHOP to show you read the job post completely.

Engineering Manager, Infrastructure & Platform

CoinTracker

48 days ago

<p></p><h4><strong>Overview</strong></h4><p>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.</p><h4><strong><br>Some things we’re proud of</strong></h4><ul> <li><p>🛠️ Building foundational tools in the cryptocurrency space</p></li> <li><p>📄 Over 1M tax forms generated</p></li> <li><p>💲 $250B+ in cryptocurrency is tracked on CoinTracker (~over 5% of the entire crypto market)</p></li> <li><p>🤝 Partnered with Coinbase, H&amp;R Block, Intuit TurboTax, MetaMask, OpenSea, Phantom, Solana, and Uniswap</p></li> <li><p>🗺️ Founders: Jon previously built TextNow (200M downloads), Chandan was previously a product manager at Google &amp; Google[x]</p></li> <li><p>💼 $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</p></li> <li><p>🌴 Awesome benefits</p></li> </ul><p></p><h4><strong>Your mission</strong></h4><p>CoinTracker serves over 3 million users, partners with industry leaders including Coinbase and Intuit, and tracks $50B+ in crypto. As we continue our expansion from a single product into a multi-product platform, our infrastructure needs to evolve just as fast.</p><p></p><p>The Engineering Manager for Infrastructure and Platform will own the strategy and execution to modernize CoinTracker’s core foundations across infrastructure, developer experience, and AI enablement. This includes building a secure, scalable shared platform that serves every product team, investing in DevX improvements that materially increase engineering velocity and confidence, and establishing AI-native platform capabilities that unlock step-function productivity gains while accelerating the delivery of AI-powered product experiences.</p><p></p><h4>Your one-year outcomes</h4><ul> <li><p>Architect and deliver the infrastructure foundations that support CoinTracker's expansion to 3+ products and beyond 3 million users, ensuring our systems scale reliably without scaling costs linearly</p></li> <li><p>Accelerate developer velocity measurably by shipping platform capabilities (e.g., ephemeral environments, streamlined CI/CD, self-service tooling) that reduce friction and increase deployment confidence</p></li> <li><p>Evolve our technology stack to natively leverage AI across the development lifecycle -enabling 10x productivity gains through AI coding agents, automated testing and review, intelligent debugging, and AI-powered operational tooling</p></li> <li><p>Launch and ensure shared platform services including authentication, audit logging and observability become the default across every product team, replacing one-off implementations with a unified, trusted layer</p></li> <li><p>Define and communicate a technical vision for Infrastructure and Platform that aligns the teams around where CoinTracker's architecture needs to be in 2-3 years, not just where it is today</p></li> </ul><p></p><h4><strong>What you will do</strong></h4><ul> <li><p>Lead and grow a team of 5+ engineers across Infrastructure, DevOps and SRE, setting clear priorities, coaching engineers to their full potential, and hiring the next wave of talent as the teams scale</p></li> <li><p>Own the roadmap for infrastructure reliability, developer experience, and AI enablement. Make deliberate bets on what to build, buy, or retire as CoinTracker becomes a multi-product, AI-native company</p></li> <li><p>Drive the evolution of CoinTracker's architecture toward modular, service-oriented systems, creating the shared platform layer on which we build each product</p></li> <li><p>Champion a culture of platform thinking and technical rigor: proactively owning cross-cutting concerns, production readiness by default, and responsible AI adoption to serve millions of users handling complex financial data</p></li> </ul><p></p><h4>What we look for</h4><ul> <li> <p>Role-agnostic</p> <ul> <li><p>Impact: Demonstrated ability to drive business impact</p></li> <li><p>Mission alignment: Hungry and motivated about making progress towards our mission of <em>enabling everyone in the world to use crypto with peace of mind</em>.</p></li> <li><p>Trust: Say what you believe. Do what you say.</p></li> <li><p>Communication: Able to clearly talk about the details and also zoom out to the bigger picture</p></li> </ul> </li> <li> <p>Role-specific</p> <ul> <li><p>2+ years leading infrastructure or platform engineering teams, with a track record of growing both the systems and the people</p></li> <li><p>6+ years of hands-on infrastructure and platform engineering, you've built it, debugged it, and know what it takes to keep systems running for real users with real money at stake</p></li> <li><p>Deep expertise in cloud infrastructure (GCP preferred, or AWS/Azure), observability (Datadog, Sentry, or similar), CI/CD pipelines, and infrastructure-as-code (Terraform)</p></li> <li><p>Experience building or scaling shared platform services (auth, internal APIs, service frameworks) ideally in an environment transitioning from a monolith to service-oriented architecture</p></li> <li><p>Understanding of enterprise-grade security, governance, and compliance requirements (bonus if you've navigated these in a regulated or financial context)</p></li> <li><p>You thrive in ambiguity and can take a vague problem ("our deploys are too slow" or "we need to support 3 products on one infra") and turn it into a prioritized plan</p></li> <li><p>Strong architectural taste, and the ability to (1) build for the long term (2) shipping pragmatic solution today (3) articulate the reasoning to engineers and executives alike</p></li> <li><p>[Bonus] Experience in crypto, fintech, or systems where data accuracy and uptime directly affect users' financial well-being</p></li> </ul> </li> </ul><p></p><p>The starting salary for this position is between $264,000 - $297,000 USD. Candidate's location does not impact the posted salary range. </p><p>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.</p> When applying, mention the word CANDYSHOP to show you read the job post completely.

Executive Business Partner, Product & Design

CoinTracker

57 days ago

## **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 * 💲 $250B+ 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 ## **Your mission** Be a force multiplier for CoinTracker’s **Product & Design lead** by managing scheduling, email, travel, and communications and driving operational projects and events with excellence. ## **Your one-year outcomes** 1. Provide top tier support for calendar management by driving the work-stream autonomously, proactively, efficiently and effectively. 2. Build a deep understanding of your leader’s OKRs and priorities, and utilize your business acumen to ensure they are spending 100% of their time on allocated areas of work. 3. Become an extension of your leaders, anticipating their needs, driving administrative and operational projects with excellence, and “seeing around corners” on their behalf. 4. Play an integral role in planning and executing operational projects, co-working events and off-sites for your leaders and their teams. 5. Partner with the EBP team to execute and plan company-wide events and/or projects. ## **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 use crypto 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 * Has 8-10 years of experience providing strategic administrative support * Advanced, strategic skill level in relation to internal and external logistics (calendar, travel, and email management) * Deep understanding of how to quickly build and maintain business acumen to support leadership prioritization; resulting in proactively sharing out recommendations for process and/or operational improvements * Proven track record of delivering cross-functional medium to large scale projects and/or events (internally and externally facing) from ideation through delivery * Ability to quickly establish exemplary trust with senior leaders and cross-functional stakeholders, while exhibiting composure * Communicates and drives work autonomously, reliably, proactively, and efficiently * High EQ with ability to influence across all levels of experience * Comfortable driving ambiguous work forward in a fast-paced, start up environment; creating clarity along the way * Showcases deep openness to growing, learning, and to giving and receiving feedback * Works effectively in a remote-first setting, is available for in-person events multiple times per year ## **Compensation & Benefits** The starting salary for this position is between $160,000 - $190,000 USD. Candidate's location does not impact the posted salary range. 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. *When applying, mention the word CANDYSHOP to show you read the job post completely.*

Head of Finance

CoinTracker

69 days ago

## **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 ## **Your mission** Serve as the CEO's strategic partner, leading the Finance function while driving insights and decisions that accelerate CoinTracker's growth and long-term success. ## **Your one-year outcomes** * **Strategic partnership with the CEO.** You proactively surface insights, challenge assumptions, and bring strategic options the company wasn't considering. Decision quality improves as a result. * **Clear view of growth levers.** Partnership economics, pricing, channel performance, and customer unit economics are well-understood and actively used to drive strategy. * **Smooth finance operations.** Forecasting, board reporting, and financial planning happen on time and at high quality. ## **What you will do** * Partner with the CEO on company strategy, capital allocation, and key business decisions. * Own financial planning, forecasting, and board/investor reporting. * Drive strategic analysis on partnerships, pricing, market opportunities, and M&A. * Lead and develop a small finance team (Strategic Finance, Controller). * Push into adjacent areas (data, growth analytics, market analysis) where finance perspective adds leverage. * Build the analytical foundation for understanding unit economics, cohort performance, and growth drivers. ## **What we look for** ### Role-agnostic * **Impact:** Demonstrated ability to drive outsized business impact. * **Mission alignment:** Strong personal conviction in crypto; hungry to make progress on our mission of enabling everyone to use crypto with peace of mind. * **Trust:** Say what you believe. Do what you say. Take ownership broadly. * **Communication:** Clear and concise; able to zoom in on details and zoom out to strategy. ### Role-specific * 10+ years of experience in strategic finance, FP&A, or related roles. * Experience at a high-growth SaaS or tech company ($30M-$200M revenue scale). * Strong analytical and modeling skills; can go deep on data. * Excellent executive communication; board-ready. * Experience managing a small team. * Proactive, strategic thinker who brings insights without being asked. * Comfortable with ambiguity and structuring messy problems. ### Nice to haves * IB/PE background followed by operating experience. * Experience at a crypto company or has personal meaningful involvement in crypto on the side. * Background in consumer subscription or B2B SaaS. ## **Compensation & Benefits** The starting salary for this position is between **$240,000 - $280,000 USD**. Candidate's location does not impact the posted salary range. 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. *When applying, mention the word **CANDYSHOP** to show you read the job post completely.*

Senior Accountant

CoinTracker

69 days ago

## **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 ## **Your mission** As **Senior Accountant** at CoinTracker, you'll be a cornerstone of our Finance team, ensuring the accuracy and integrity of our financial reporting as we scale our platform that helps millions of users navigate the complex world of cryptocurrency taxes. You'll own critical accounting processes across our diverse business model (B2B SaaS and B2C subscription), drive our month-end close, and build the scalable financial infrastructure that enables our leadership team to make confident decisions. This is an opportunity to apply your technical accounting expertise in a dynamic fintech environment where your work directly supports our mission of enabling everyone to use crypto with peace of mind. ## **Your one-year outcomes** 1. Reduce month-end close timeline to 5 business days with all key reports delivered on schedule. 2. Successfully implement and document end-to-end ASC 606 revenue recognition processes for both B2B and B2C revenue streams with zero material audit findings. 3. Establish and maintain streamlined processes for AP, AR, payroll reconciliation, and corporate spend management with 99%+ accuracy rates. 4. Build comprehensive documentation and controls for all owned accounting processes, enabling audit readiness and team scalability. ## **What you will do** * Own and execute the month-end close process, ensuring timely and accurate financial statements and management reporting. * Manage accounts payable, accounts receivable, payroll accounting, and corporate spend reconciliations across the organization. * Apply ASC 606 revenue recognition principles to our B2B and B2C revenue streams, ensuring compliant and accurate revenue reporting. * Support FP&A initiatives by providing accurate actuals, variance analysis, and financial insights. * Partner with People Operations on payroll processing and reconciliation, ensuring accuracy and compliance. * Prepare schedules and supporting documentation for external audits and drive continuous improvements in our control environment. * Build and document scalable accounting processes and procedures as the company grows. ## **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 use crypto 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 * 5+ years of progressive accounting experience with a strong technical foundation. * Prior public accounting/audit experience, preferably from a Big 4 firm. * CPA certification (active license preferred). * **Multi-tasking excellence:** Proven ability to manage multiple concurrent work streams (AP, AR, revenue recognition, payroll, expense management, close processes) without sacrificing quality. * **Revenue recognition expertise:** Hands-on experience with ASC 606, ideally across both B2B and B2C business models. * **Process-oriented mindset:** Track record of building efficient, well-documented accounting processes and driving operational improvements. * **Startup experience (nice to have):** Thrives in fast-paced, ambiguous environments where you need to figure things out and build from scratch. The starting salary for this position is between $110,000 - $140,000 USD. Candidate's location does not impact the posted salary range. 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. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

Founding Planner

CoinTracker

111 days ago

## Job Description Today, elite financial planning is unscalable because it lives inside the heads of experts like you. It is manual, expensive, and limited by the number of client meetings you can hold per week. At **Frame**, we are fixing that by turning financial logic into code. We are building an AI-powered financial office that delivers top-1% planning to the millions of Americans in the 90th–99th percentile of wealth. We are not looking for a standard CFP to manage a book of business. We are seeking a **Founding Planner** to serve as the Product Architect for our AI agents. You will sit with our engineers to design the decision trees for complex tax, equity, and estate strategies, scaling your expertise from 100 households to 1M+. ## Some things we're proud of * 🗺️ **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** ## Your mission Give everyone access to financial planning for the 1%. ## One-year outcomes 1. 250 customers with NPS 70+ 2. AI agent independently handles 80% of user queries without human intervention 3. AI agent delivers zero critical hallucinations (inaccurate planning advice) ## 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 You 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 * **Impact**: Demonstrated ability to drive business impact * **Mission alignment**: Hungry and motivated about making progress towards our mission * **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 * Active CFP license * 5+ years of experience creating tailored financial plans * Deep expertise in one or more planning domains (e.g., equity compensation, investment, retirement, estate planning) * **Logic-driven**: can explain the math behind your recommendations * **Tech-Forward**: you view AI as a superpower. You are likely the person in your current firm who builds complex "Shadow Spreadsheets" because eMoney is too simplistic * Low ego * High agency * Anti-corporate ## This role is NOT for you if * You want to manage a traditional client book * You prefer stability and comfort over ambiguity and fast iteration * You prefer tools that already exist over building new ones * You believe human financial planners will be a critical component of financial planning in 10 years ## Why join Frame now? * **Impact**: Help 250+ customers achieve financial clarity in your first year * **Autonomy**: define the Source of Truth for a new category of software that will shape the trajectory of the planning industry * **Upside**: equity in a venture-backed moonshot at the ground floor The annual salary for this role is between **$138,000 - $190,000**. 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. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

Sr. User Researcher

CoinTracker

132 days ago

## 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 ## Our Mission Scale CoinTracker’s research impact by conducting strategic research while building systems that democratize insights and enable the entire product organization to make evidence-based decisions with confidence. ## Your One Year Outcomes - **Strategic Impact**: Complete 8-10 org-wide strategic research initiatives (pricing optimization, persona development, international market entry, brand positioning) that directly influence company strategy - **Research Operations Foundation**: Build and launch research repository with highly-discoverable insights; establish research panels with engaged users across key segments - **Research Velocity**: Increase research throughput by enabling tactical research to be self-serve through templates, tools, and PM/designer enablement - **Cross-functional Integration**: Refine insights synthesis processes connecting research, data analytics, CX, and sales inputs ## What You Will Do - **Research Leadership (50%)** - Conduct strategic research initiatives that shape company direction - Partner with product teams on high-stakes decisions requiring research evidence - Synthesize insights across all customer touchpoints monthly - Present findings to executive team when needed - Build and evolve research roadmap aligned with company OKRs - **Research Operations (50%)** - Build and maintain research repository and insight management system - Create research templates and playbooks for common study types - Train PMs and designers on research methods through workshops and 1:1 coaching to maintain quality standards - Manage research tools and participant recruitment infrastructure - Measure and improve research velocity and impact metrics ## What We Look For - **Role-agnostic** - **Impact**: Demonstrated ability to drive business impact through research and systems - **Mission alignment**: Passionate about making crypto/fintech accessible to everyone - **Trust**: Intellectual honesty, low ego, challenges assumptions constructively - **Communication**: Translates complex findings into actionable insights for all audiences - **Role-specific** - 5+ years user research experience with a strong portfolio; comfortable in high-ambiguity, fast-paced environments - Expert qualitative interviewer; strong survey and quantitative skills and can pair research with product analytics/experiments - Delivers crisp, actionable insights and reusable artifacts (personas, frameworks) that teams actually use - Synthesizes signals from research, analytics, CX, and sales into cohesive direction for product - Has built or significantly improved research operations (repos, workflows, intake) with systems for tracking insight adoption/impact - Motivated to design and own new research operations systems on a growing product team to enable non-researchers to run safe, useful studies with clear guardrails - Fluent with modern research and analytics tools (e.g., Dovetail/UserTesting, survey + product analytics, Figma/Notion/Slack, AI tools for analysis/synthesis) - Fintech/crypto or DeFi experience is a strong plus ## Why CoinTracker? - **Mission-driven**: Enable everyone in the world to use crypto with peace of mind - **High impact**: Your research and systems will directly shape product strategy - **Unique role**: Rare opportunity to define both research practice and operations - **Growth**: Build and eventually lead a research team - **Partners**: Work with Coinbase, Intuit, OpenSea, and other industry leaders - **Team**: Collaborate with talented designers, PMs, and engineers who value research ## Our Values - **Obsess Over Users**: We deeply understand our users and build for their needs - **Inspire Trust**: We say what we believe and do what we say - **Think Long Term & Ship Today**: We balance strategic vision with rapid execution The starting salary for this position is between $140,000 - $175,000 USD. Candidate's location does not impact the posted salary range. 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. When applying, mention the word **CANDYSHOP** to show you read the job post completely.

Sales, Enterprise

CoinTracker

132 days ago

## **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 - 💲 $250B+ 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 ## **Your one year outcomes** - CoinTracker’s Enterprise is the product of choice for companies in the US - CoinTracker generates millions in ARR from companies seeking a crypto accounting solution ## **What you will do** CoinTracker Enterprise is growing 100% YoY. You will play an instrumental role in taking the business from 1 → n. In particular, you will: - Generate a strong pipeline of leads and help convert them into closed deals, leading the process E2E - Build relationships with key stakeholders in the market and at our prospective companies - Become a product expert and help customers use CoinTracker effectively; assist prospects through evaluation, onboarding, and on an ongoing basis - Channel the voice of our customers to our product team to shape our roadmap - Manage a strong team-member and drive his growth to the next phase ## **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 use crypto 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 We’re looking for a sales leader who thrives in ambiguity, takes full ownership of deals, and builds deep relationships that lead to meaningful partnerships. The ideal candidate will bring a mix of hustle, strategic thinking, and empathy for our partners. Here’s what success looks like in this role: ### 🔁 End-to-End Deal Execution - You’ve owned complex, multi-stakeholder sales cycles from start to finish — including pricing, negotiation, and contract execution - You balance long-term relationship-building with near-term revenue results - You take full ownership and act like a business owner, not just a deal owner ### 🧭 Hunter Mindset & Pipeline Management - You’re ambitious and creative in how you find and close new opportunities - You know what it takes to win a deal, and you bring strong strategic judgment to every target - You move fast and hustle — both externally with prospects and internally across teams - You use probability-of-win (pWin) thinking to focus your time and drive results - You influence stakeholders through clear storytelling and a deep understanding of the product, market, and customer needs ### 🤝 Relationship-Builder - You genuinely enjoy building deep, trusted relationships — not just transactional connections - You’re proactive in your outreach, even when there’s no immediate ask - You know how to stay top-of-mind with partners, and you’re skilled at maintaining strong industry relationships - You’re open to traveling (biweekly or monthly) to meet with partners across the U.S. and globally ### 🧠 Product Fluency - You’re comfortable collaborating with product and engineering to advocate for partner needs - You know how to run an effective demo that aligns with business outcomes - You bring a high-level understanding of how platforms, APIs, and features are built — and how to translate that for non-technical audiences ### Strong Management skills - You have a coaching mindset. You invest in developing skills, not just tracking quota - You set vision & goals: You set a clear and compelling vision and goals that points the team in a unified direction and is in alignment with cross-functional stakeholders - You have strong communication that is concise (written & verbal), facilitates the right conversations, enables skillful feedback delivery, and distills complex concepts and domain expertise into simple terms - You have strong decision making and problem solving skills ## **Compensation & Benefits** The first year on target earnings for this role is between $280,000 and $320,000. 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. *When applying, mention the word CANDYSHOP to show you read the job post completely.*