Crypto Reconciliation Specialist

Job Description

In this hybrid sales and accounting role, you’ll be working directly with clients to review their crypto activity, prepare accurate tax reports, and create outstanding client outcomes.

As a Crypto Reconciliation Specialist (CRS), your day-to-day responsibilities will include:

• Conducting intake calls with new clients and selling them on the DFY service
• Reconciling client transaction histories using your pre-existing knowledge + skills, all available tools at your disposal, and any other resources necessary to accomplish an accurate reconciliation
• Analyzing transaction histories across wallets and exchanges
• Reading the blockchain to determine the proper classification for taxable events
• Using CoinLedger and other tools as necessary to import, reconcile, and classify clients crypto data
• Preparing clients crypto tax reports
• Escalating feedback on the CoinLedger product + collaborating across teams to improve the UX for CoinLedger users and clients
• Collaborating with CoinLedger team members over Slack
• Shaping team workflows to improve the CX (Client Experience)

As a CRS, you’ll play a vital role in ensuring our clients crypto taxes are handled with precision, speed, and professionalism. This role requires strong attention to detail, excellent communication skills, and hands-on experience with crypto reconciliation.

Skills & Requirements

The requirements and skills to thrive in this position include:

• Excellent written and verbal communication skills
• Strong analytical skills and attention to detail
• Self-starter mentality with a bias for action in a startup environment
• Ability to collaborate with others and across teams
• Comfortable collaborating remotely with team members over Slack + Google Meets
• Deep familiarity with the crypto ecosystem (wallets, exchanges, DeFi, NFTs, etc.)
• Understanding of crypto tax rules
• 1-3 years of experience with crypto reconciliation or digital asset accounting
• Proficiency with crypto tax tools like CoinLedger (preferred) or similar platforms
• Proficiency with blockchain scanners such as Etherscan, Solscan, etc
• Ability to forensically investigate client transactions on the blockchain to determine, among other things:
  • The flow of their assets
  • The best classification for their transactions
  • Any missing wallets or exchange accounts that they forgot to mention during the import process
  • Which exchange or wallet a deposit, withdrawal or buy originated from
• Ability to manage and manipulate large datasets in Excel or Google Sheets
  • For example: a client used an exchange that CoinLedger doesn’t yet integrate with so we need to manually map their data into our Universal Template format in order to import it
• Comfortable combing through messy or disorganized data sets and extracting the information or transactions that are needed
• Comfortable speaking with clients on Google Meets and conducting intake calls
• Comfortable communicating with clients over email

What does success in this role look like?

• You become a master of the CoinLedger product
• You balance focused reconciliation work with client-facing responsibilities, such as consultation and intake calls
• You stay informed about changes in the crypto space and evolving tax regulations, and you reflect that expertise in your work
• You ask thoughtful questions, seek clarity when needed, and advocate for both your own development and the best possible client outcomes* If you see an issue with a team workflow, the client experience, or even the CoinLedger product - escalate it! We want your feedback
• You collaborate seamlessly across teams and contribute to a culture of excellence, transparency, and continuous improvement
• You take ownership of your performance and the client experience ensuring deadlines are met, clients are supported, and tax reports are accurate and complete* You deliver detailed, accurate, and compliant tax reports for our customers - having familiarized yourself with every detail of their account and every line of their data

How is performance in this role evaluated?

We will measure success in this position via the following metrics:

• Number of accounts completed per week, per month, per quarter and per year
• Average hours per case
• Average time to completion
• Call-to-Close Rate (or Conversion rate)
• % of clients who move forward after a consultation call with you
• CSAT rating
• Client Satisfaction Score and direct client feedback
• Product and Workflow Feedback:
  • While there is no specific goal for product and workflow feedback, in general a successful CRS will highlight pain points in their role, team workflows, or the client experience whenever they encounter them
  • This position is a unique opportunity to deeply use and test the CoinLedger product - we expect that any failings of CoinLedgers software will be noted to the team so they can be improved

30, 60 and 90 Day Outcomes

After 30 Days:

• You’ll have a deep understanding of CoinLedgers product and team workflows + tools
• You’ll be comfortable navigating the client intake process and CRM
• You’ll be jumping on client intake calls, sometimes solo and sometimes with another team member
• Completing reconciliations with guidance as needed
• We will begin tracking the above KPIs to measure performance

After 60 Days:

• Confidently managing your own intake calls and providing accurate quotes for clients
• Independently completing reconciliations for at least 2-3 client accounts per week with minimal guidance
• Delivering tax reports/completed accounts that pass peer review

After 90 Days:

• Consistently completing 3+ accounts per week with a high degree of accuracy and independence
• Maintaining strong call-to-close performance on intake calls and a high CSAT rating
• Identifying recurring client pain points or product limitations and escalate with suggested solutions
• Reliably managing your queue of clients with minimal oversight

Compensation and Benefits

As a Crypto Reconciliation Specialist, your salary is based on experience, location and other factors. The salary range for this position starts at $75,000.

You are eligible for our standard employee benefits package. Here’s what you can expect:

• Health insurance
• Dental and vision insurance
• 14 days of paid time off (PTO)