Tax Director

Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The firm combines modern technology with deep expertise to help clients manage their entire financial lives all in one place — from investments and taxes to estate planning and equity compensation.

What we’re building has been recognized by Financial Advisor Magazine in 2024 and 2025 as one of America’s Top RIAs and 50 Fastest Growing RIAs. We’ve also been featured in publications such as Barron’s, Forbes, Citywire RIA, and more.

We’re building a modern, high-integrity tax practice that’s tightly integrated with ongoing financial planning. You’ll own the strategy and execution from day one: services, systems, quality, and client outcomes. If you like holistic tax planning, making a difference for clients, and working alongside an incredible team of wealth managers—this is your playground.

• Build & lead the practice. Define scope (compliance + advisory), staffing model, SLAs, and review standards.

• Deliver holistic & proactive planning. Deliver holistic tax planning strategies to high-net worth clients. Things like: Equity comp (ISOs/NSOs/RSUs, 83(b)), Crypto, QSBS, QBI §199A, NIIT, SALT, real estate, philanthropy, entity selection, and exit planning. Experience in estate planning is helpful.

• Integrate with planning. Partner with advisors to convert planning insights into tax actions and clear client communications.

• Manage Tax Tech Stack. Manage workflow and document exchange; drive automation and data integrity.

• Coach a high bar. Train and educate. Act as a resource for advisors and clients, tracking legislation and teaching webinars to keep everyone updated.

• CPA (active) or JD-LL.M required+ years in tax with significant experience leading HNW / individual tax planning

• Demonstrated excellence in tax advisory, providing holistic tax planning advice in a way that clients actually understand.

• Depth in equity compensation, multi-state, QSBS, trusts & estates, charitable planning, and transaction-adjacent work (capital gains planning, tenders / liquidity events, sale of a business, etc.).

• Thrives in a remote, ownership-driven culture; writes clearly; pushes for decisions; escalates early.

Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with high-performing colleagues across functions - who hold themselves, and each other to a high bar. It’s a culture built for people who want to move fast, build something that lasts, and thrive as part of a team aligned around a shared mission.