Tax Director

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This range is provided by Compound. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

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.

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.
• Own compliance rsee relationships, tax return workflow and processes with outside 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, 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.
• Own the numbers. Forecast capacity, set pricing, manage vendors, and track P&L.
• Stay compliant. Monitor regulatory changes, update firm policy, and maintain privacy/security standards.

• 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-side 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.

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.

Director

Full‑time

Accounting/Auditing and Finance;
Industries:
Investment Management

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