Sound Advisory | Tax Advisor

SOUND ADVISORY COMPANY OVERVIEW:

Sound Advisory specializes in educating and guiding clients to thrive financially in a bitcoin-powered world by bridging the knowledge gap and integrating bitcoin into investment strategies and financial plans. Powered by Unchained, Sound Advisory offers a suite of products and services including financial planning and investment management. 

Sound Advisory was founded by bitcoin pioneers from Unchained, a leader in collaborative multi-signature bitcoin custody. This role is for employment at Sound Advisory, LLC, not Unchained Capital, Inc. Sound Advisory, LLC is an affiliate of Unchained Capital, Inc.

POSITION OVERVIEW:

We are looking for a skilled CPA Tax Advisor to join our innovative financial services firm specializing in serving the bitcoin community. In this role, you will enhance our client connections by providing customized in-house tax preparation and advisory services designed specifically for bitcoin investors.

WHAT YOU’LL DO:

• Prepare and file accurate tax returns for individuals and businesses with cryptocurrency holdings, ensuring compliance with evolving regulations and guidelines.
• Develop expertise in tracking and reporting cryptocurrency transactions, including calculations for cost basis, capital gains/losses, and income from mining, staking, or airdrops.
• Provide tax planning strategies to optimize clients' portfolios, minimizing tax liabilities through legal and ethical means.
• Collaborate with our team of financial advisors, estate planners, and investment managers to deliver a holistic suite of services for our bitcoin-focused clientele.
• Stay up-to-date with the latest tax laws, regulations, and industry best practices related to cryptocurrency and digital assets.
• Maintain meticulous records and documentation to ensure compliance with regulatory requirements and internal policies.
• Contribute to the firm's thought leadership by authoring articles, conducting webinars, and participating in industry events related to taxation.

WHO YOU ARE:

• You have an active Certified Public Accountant designation
• You have a bachelor's degree in Accounting, Finance, or a related field.
• You have 3+ years of experience in tax preparation and advisory services.
• You have a comprehensive understanding of federal and state tax laws, specializing in cryptocurrency taxation.
• You are proficient in utilizing tax preparation software and familiarity with wallets and exchanges.
• You have strong analytical and problem-solving skills, with a keen eye for detail and accuracy.
• You have excellent communication and interpersonal skills, with the ability to explain complex tax concepts to clients in a clear and concise manner.
• You have a deep understanding and passion for bitcoin
• You have the ability to manage details and juggle multiple priorities
• You live in the United States

Even Better:

• You have experience discussing bitcoin-related financial planning topics with clients 

WHAT WE OFFER:

• Company paid medical, dental, and vision coverage
• 401k with employer match 
• Employee stock options
• Unlimited PTO
• Training & development opportunities
• Remote work flexibility

Sound Advisory is an equal opportunity employer. All qualified applicants will receive consideration for employment and we do not discriminate based on race, gender, color, religion, age, or any other basis protected by law.