Careers at MyBookly

Build a career that leaves an impression.

At MyBookly, every engagement makes a measurable impact in digital assets. You will work alongside specialists in crypto, day-trading, and prediction-market taxation, in a culture built on craft, ownership, and continuous learning.

We invest in our people the same way we expect them to invest in our clients. That means real mentorship, real cross-border exposure, and the room to lead the work you care about.

What impact will you make?

Why MyBookly

A specialist firm, not a generalist factory.

We are small on purpose. That means every team member gets real ownership of the work, real exposure to clients, and a direct line to leadership.

🎯

Specialized work

Every file you touch involves crypto, brokerage, or prediction-market activity. You build deep expertise fast.

🌎

Cross-border exposure

We serve clients across Canada and the United States, so you build real working knowledge of both tax systems.

🤝

Mentorship that ships

You learn directly from senior accountants and our managing director, not from a slide deck.

🛠️

Modern tooling

AI-assisted bookkeeping, integrated crypto tax software, and a clean tech stack. No spreadsheets-from-1998.

Join the team

Don't see your role listed? Introduce yourself.

We hire for fit and craft as much as for open requisitions. Send us a note and tell us what you want to build.

🔒 Your application stays confidential.
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Remote B2B Appointment Setter

Posting Start Date: 07/01/2026

Job Type: Independent Contractor / Part-Time

Employer: MyBookly

Primary Location: Remote (Canada/US)

Apply now →

Do you have a knack for getting decision-makers to say yes to a call? Do you thrive on hitting numbers, not just hitting send? Join MyBookly's outbound team and help us connect with crypto and digital asset founders who need real accounting support.

What will your typical day look like?

MyBookly is actively seeking a sharp, persistent appointment setter to fuel our outbound pipeline. You'll work independently and remotely, reaching out to qualified leads and turning cold and warm contacts into booked discovery calls for our sales team.

Tasks will include:

  • Making outbound calls and sending messages (phone, email, LinkedIn) to prospective clients in the crypto and digital asset space
  • Qualifying leads against our ICP before booking calls
  • Following a proven script and objection-handling framework, while adapting tone to fit the prospect
  • Logging every touchpoint and outcome accurately in our CRM (GHL)
  • Hitting weekly booked-call quotas and showing up consistently

Compensation is on an hourly basis, at $[X] - $[X]/hour, plus performance bonuses for booked calls that convert to qualified appointments.

We are currently recruiting for individuals available for ongoing part-time work, 15-25 hours per week, with the possibility of moving to full-time based on performance.

About the team

As an independent contractor, you'll work directly with MyBookly's founder and sales team. We're a lean, fast-moving accounting firm built for digital asset investors and crypto-native founders who are sick of accountants who don't understand their business. Every booked call you set directly fuels our growth.

Enough about us, let's talk about you

You are someone with:

  • Proven experience in outbound sales, telemarketing, or appointment setting (B2B preferred)
  • Strong, confident phone presence; you're not afraid of rejection
  • Excellent written communication for email/LinkedIn outreach
  • Comfortable working with a CRM and following a structured process
  • Self-driven, coachable, and competitive; you want to win, not just clock hours
  • Bonus: familiarity with crypto, digital assets, or working with founders/entrepreneurs

Please also note the following:

  • You'll be required to use our CRM (GHL) and follow our outreach scripts and tracking process
  • Performance is reviewed weekly based on booked calls and show-up rate
  • You must have a reliable internet connection and a quiet space to make calls

The next step is yours

Apply by [Insert deadline]. Please include a short cover note and any past appointment-setting results (numbers, not just titles).

Apply now →

Apply for this role

Fill out the form below and our team will be in touch.

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U.S. Tax Specialist

Posting Start Date: 07/01/2026

Job Type: Independent Contractor / Part-Time or Full-Time

Employer: MyBookly

Primary Location: Remote (US-based clients)

Apply now →

Do you live and breathe IRS code? Do you get a quiet thrill out of finding a deduction someone else missed? MyBookly is looking for a U.S. Tax Specialist to handle returns and tax strategy for our digital asset and crypto-native client base.

What will your typical day look like?

MyBookly's tax team is actively seeking a sharp, detail-driven tax specialist to manage compliance and planning work for U.S.-based clients, many of whom have complex situations involving crypto, DeFi, staking, and digital asset income. You'll work independently and remotely as part of a small, high-output team.

Tasks will include:

  • Preparing and reviewing federal and state individual and business tax returns (1040, 1120, 1120-S, 1065)
  • Advising clients on tax treatment of crypto transactions including capital gains, staking income, mining, and DeFi activity
  • Identifying tax-saving strategies and proactively flagging opportunities to clients, not just filing what's handed to you
  • Responding to client questions clearly and promptly, translating tax complexity into plain language
  • Staying current on IRS guidance related to digital assets and flagging relevant changes to the team
  • Collaborating with bookkeeping and client services on document collection and deadline tracking

Compensation is on an hourly basis, at $[X] - $[X]/hour, based on experience, with potential for return-based or retainer-based pay structure once ramped up.

We are currently recruiting for individuals available starting [timeframe], with the possibility of ongoing seasonal or year-round work depending on performance and capacity.

About the team

As an independent contractor, you'll work directly with MyBookly's founder and core team. We're built specifically for crypto and digital asset clients who need a tax professional who actually understands their world, not someone googling "what is staking" mid-call.

Enough about us, let's talk about you

You are someone with:

  • CPA, EA, or equivalent U.S. tax credential (required)
  • Minimum 2-3 years preparing U.S. individual and/or business returns
  • Direct experience with crypto/digital asset tax treatment (required, not a nice-to-have)
  • Strong written and verbal communication, comfortable explaining tax concepts to non-experts
  • Proficiency with tax software (e.g. Drake, ProSeries, UltraTax) and willingness to learn our stack
  • Self-driven with strong attention to detail and ability to manage deadlines independently
  • Comfortable working asynchronously with a remote, fast-moving team

Please also note the following:

  • Background check required as part of onboarding
  • Government-issued ID verification required during interview process
  • Must be legally authorized to prepare U.S. tax returns
  • Availability required during peak filing season (Jan-Apr) is a strong asset

The next step is yours

Apply by [Insert deadline]. Please include a resume and a short note on your experience with crypto or digital asset tax matters specifically.

Apply now →

Apply for this role

Fill out the form below and our team will be in touch.