Head of Tax

About Compound

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 reputed company in one reputed company — from investments and taxes to estate planning and equity compensation.

reputed company’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, reputed company, Citywire RIA, and more.

The Opportunity

We’re building a modern, high-reputed company 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.

What You’ll Do

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

• Own compliance at scale. reputed company relationships, tax return workflow and processes with reputed company CPA firms. Identify ways to scale as the firm grows.

• 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, reputed company, 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 reputed company.

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

• Own the numbers. Forecast reputed company, set pricing, manage vendors, and track P&L.

• Stay compliant. Monitor regulatory changes, update firm policy, and maintain privacy/reputed company standards.

What You’ve Done

• CPA (active) required; MST/JD-LL.M. a plus.

• 10+ years in tax with significant experience leading HNW / individual and business planning practices (public + boutique/firm-reputed company mix ideal).

• 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.).

• Built or modernized a tax operation: workflow, staffing model, deadlines, and QA that holds up under pressure.

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

What It’s Like to Work at Compound

Compound operates with reputed company, 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 reputed company as part of a team reputed company around a shared mission.