Crypto Reconciliation Specialist

Coin Ledger, Inc.; St. Louis (MO); Remote; USD 72,000 - 88,000; Full time

Job summary

CoinLedger, Inc. is seeking a Crypto Reconciliation Specialist to own client cases from kickoff to final tax report. You will trace data, classify transactions, and ensure defensible cost bases using industry tools and AI aids. Remote, US-based role with flexible scheduling and a focus on accuracy and client communication.

You will work with AI tooling, manage multiple cases, and collaborate with clients to deliver precise tax reports while meeting deadlines during peak seasons.

Qualifications

• 1–3+ years of hands-on crypto reconciliation or crypto tax work for individual clients
• Fluency with block explorers (Etherscan, Solscan, Bitcoin explorers)
• Understanding of DeFi lending, liquidity pools and staking
• Solid US crypto tax fundamentals: disposals vs. transfers, income at fair market value, holding periods, cost basis methods, Form 8949 and Schedule D, Form 1099-DA
• Experience with crypto tax tools such as CoinLedger, Koinly, CoinTracker, TaxBit, ZenLedger or TokenTaxStrong
• Excel or Google Sheets skills, including reshaping raw exchange exports
• Daily use of AI tools for real analytical work, and the judgment to know when the AI is wrong. This is a requirement: our fastest specialists are the ones who lean into it.
• The ability to work independently, manage your own schedule and hit deadlines
• Fluent professional English, and comfort on client video calls
• Based in the US and authorized to work in the US

Responsibilities

• Own client cases end to end
• Run onboarding calls to learn history, goals and concerns
• Manage several cases at once and deliver each one accurately and on time
• Record every judgment call and client decision so the work is defensible
• Trace deposits and withdrawals using addresses, blockchain explorers, client transaction histories and our internal CLI tooling to find wallets or exchanges the client forgot to import
• Find and merge unmatched transfers, bridges and trades
• Classify uncategorized transactions and correct misclassifications
• Decide from the transaction's structure and evidence, not guesswork
• Price obscure tokens and NFTs at the right value for that date and time
• Resolve missing cost basis and inflated capital gains
• Reconcile Form 1099-DA with 8949 and Schedule D
• Map data from unsupported exchanges into our import template
• Complete cases to a standard: no missing cost basis or endorsements, no naked deposits, etc.
• Advise clients clearly: meetings, updates, final reports
• Work with AI as your analyst: use Claude Code and internal AI tooling; supervise and validate results
• Report product bugs and workflow friction to engineers

Skills

Block explorers knowledge

DeFi understanding

Crypto tax fundamentals

English proficiency

Independent work

AI tools usage

Tools

CoinLedger

Koinly

CoinTracker

TaxBit

ZenLedger

TokenTaxStrong

Job description

About CoinLedger

CoinLedger helps people get their crypto taxes right. Our Done For You team handles the hardest part for clients who can't, or don't want to, do it themselves: turning years of scattered exchange, wallet and DeFi activity into accurate, defensible tax reports.

About the role

Our clients have the messiest crypto histories out there. Think of a client with five exchanges, three blockchains, a hardware wallet, some DeFi and staking, and a large amount of crypto lost to a bankrupt exchange. Resolving these issues is your specialty.

As a Crypto Reconciliation Specialist, you'll own each client's case from the kickoff call to the final tax report. We're looking for someone that already does this work for other people, at a crypto tax firm, a digital-asset accounting practice or a crypto tax software team, and who wants to do it with industry-best tools and resources.

What you'll do

Own client cases end to end

• Run onboarding calls to learn each client's history, goals and concerns
• Manage several cases at once and deliver each one accurately and on time
• Record every judgment call and client decision so the work is defensible

Find every missing source of data

• Trace deposits and withdrawals to the exchanges and wallets they came from. You'll use counterparty addresses, blockchain explorers, client transaction histories and our internal CLI tooling to find wallets or exchanges the client forgot to import, and to catch incorrectly classified transactions.
• Catch incomplete imports, such as a Bitcoin hardware wallet imported by a single address instead of its xpub, a chain that never synced, or a stale exchange import
• Ask clients for exactly what's missing (specific exports, API keys, wallet confirmations), with clear steps on how to download it and get it to us
• Find and merge unmatched transfers, bridges and trades

Classify transactions with evidence

• Classify uncategorized transactions and correct misclassified ones, including swaps, liquidity adds and removes, staking and unstaking, DeFi loans, airdrops, spam tokens and more
• Decide from the transaction's structure, the evidence on the blockchain and the client's own words, not from guesswork

Make the data accurate and defensible

• Price obscure tokens and NFTs at the right value for that date and time. If no credible price exists, decide on a defensible path forward.
• Resolve missing cost basis and inflated capital gains at the root cause
• Review the 2025 move from universal to per-wallet cost basis tracking (the Rev. Proc. 2024-28 safe harbor allocation)
• Reconcile reported proceeds against each exchange's Form 1099-DA, and prepare Form 8949 and Schedule D figures
• Map data from unsupported exchanges into our import template

Complete cases to our standard

• A completed, accurate reconciliation that passes our quality review has:
  • Nothing disposed of without a cost basis
  • No naked deposits or withdrawals in the relevant tax years
  • No remaining missing cost basis or historical price warnings
  • No misclassified or uncategorized transactions
  • No unusual, inflated or unexplained capital gains or losses
  • No mismatches between proceeds on the 1099-DA and on our Form 8949
  • Every ignored transaction reviewed: spam, dust attacks and USD transactions stay ignored, and any legitimate crypto activity is brought back in

Advise clients clearly

• Meet with clients at the start of their reconciliation and walk them through the process
• Communicate regularly and promptly so clients always know where their case stands
• Deliver final reports and walk clients through their results

Work with AI as your analyst

• Tackle some tasks as appropriate with Claude Code and CoinLedger's internal AI tooling
• Direct the AI, verify what it returns, and make every final judgment call and change yourself
• Report product bugs and workflow friction to the engineers who build CoinLedger

What you bring

• 1–3+ years of hands-on crypto reconciliation or crypto tax work for individual clients (not only your own portfolio)
• Fluency with block explorers (Etherscan and related explorers, Solscan, Bitcoin explorers)
• An understanding of DeFi lending, liquidity pools and staking
• Solid US crypto tax fundamentals: disposals vs. transfers, income at fair market value, holding periods, cost basis methods, Form 8949 and Schedule D, Form 1099-DA, and 2025 per-wallet basis tracking
• Experience with crypto tax tools such as CoinLedger, Koinly, CoinTracker, TaxBit, ZenLedger or TokenTaxStrong
• Excel or Google Sheets skills, including reshaping raw exchange exports
• Daily use of AI tools for real analytical work, and the judgment to know when the AI is wrong. This is a requirement: our fastest specialists are the ones who lean into it.
• The ability to work independently, manage your own schedule and hit deadlines
• Fluent professional English, and comfort on client video calls
• Based in the US and authorized to work in the US

Nice to have

• CPA or EASQL, JSON-RPC or scripting experience
• Experience with defunct-exchange recoveries (Celsius, FTX, BlockFi, Voyager)

This role probably isn't for you if

• Your crypto experience is mainly trading or investing your own portfolio
• Your crypto accounting experience is for businesses or funds rather than individuals' tax returns
• You'd rather not use AI tools every day

How we work

Fully remote. You'll work with the team on Slack and Google Meet, and with clients over email and Google Meet.

No fixed or tracked hours. You set your own schedule. We don't mind when you work, as long as:

• Cases are delivered on time and to a high standard of quality and accuracy
• You join required team and client meetings
• You stay responsive on Slack

Seasonal intensity. January through mid-April and the October extension deadline are our busiest periods.

Real product influence. You'll use CoinLedger more deeply than anyone, and your feedback goes straight to the people who build it.

How we measure success

• Cases completed accurately and on time
• Client satisfaction and direct client feedback: what clients say about you and your work

Compensation

This is an independent contractor role where you are responsible for paying your own taxes.

Compensation for this position depends on factors such as location and experience, but thesalary for this role starts at $80,000 USD per year.