Crypto Reconciliation Specialist
CoinLedger provides crypto tax software and related professional services.
About CoinLedger
CoinLedger is a crypto tax and portfolio-tracking company. Users can connect wallets and exchanges, automatically import and classify transactions, track cost basis and portfolio performance, identify tax-loss-harvesting opportunities, and generate country-specific tax reports compatible with tax-filing software. The company also provides a tax-professional suite and done-for-you services for customers who need assistance preparing crypto tax reports.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage client crypto-tax reconciliation cases from onboarding through delivery of final tax reports. You will investigate missing data, classify and correct transactions using documented evidence, resolve cost-basis and pricing issues, and reconcile tax reporting figures. You will communicate clearly with clients, maintain complete documentation, use AI tools while verifying every result, and report workflow or product issues.
Requirements
- 1–3+ years of hands-on crypto reconciliation or crypto tax work for individual clients
- Fluency with blockchain explorers, including Etherscan, Solscan, and Bitcoin explorers
- Understanding of DeFi lending, liquidity pools, and staking
- Knowledge of US crypto tax fundamentals, including cost basis, Form 8949, Schedule D, Form 1099-DA, and per-wallet basis tracking
- Experience with crypto tax tools such as CoinLedger, Koinly, CoinTracker, TaxBit, ZenLedger, or TokenTax
- Excel or Google Sheets skills, including reshaping raw exchange exports
- Daily use of AI tools for analytical work and ability to validate AI output
- Ability to work independently, manage a schedule, and meet deadlines
- Fluent professional English and comfort with client video calls
- Based in the US and authorized to work in the US
Responsibilities
- Run client onboarding calls and manage reconciliation cases from kickoff through final tax reports
- Manage multiple cases accurately and deliver them on time
- Document judgment calls and client decisions
- Trace deposits and withdrawals to their originating exchanges and wallets
- Identify incomplete imports, missing wallets, stale exchange imports, and incorrectly classified transactions
- Request missing exports, API keys, and wallet confirmations from clients
- Find and merge unmatched transfers, bridges, and trades
- Classify uncategorized transactions and correct misclassified transactions
- Price obscure tokens and NFTs and determine defensible approaches when credible prices are unavailable
- Resolve missing cost basis and inflated capital gains at their root cause
- Review per-wallet cost-basis tracking and safe-harbor allocation requirements
- Reconcile reported proceeds against Forms 1099-DA and prepare Form 8949 and Schedule D figures
- Map unsupported-exchange data into import templates
- Review reconciliation quality, including cost basis, transaction classifications, warnings, gains, losses, and proceeds
- Communicate regularly with clients and walk them through final reports
- Use AI tooling for appropriate analytical tasks, verify its output, and make final judgments
- Report product bugs and workflow friction to engineers
Benefits
- Fully remote work
- Self-directed schedule with no fixed or tracked hours
