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Compound · 1 month ago

Tax Director

United States

Full-time

Remote

Lead/Staff

$175K/yr - $200K/yr

Compound is a digital family office and tech-enabled RIA managing over $4 billion in assets. They are seeking a Tax Director to build and lead a modern tax practice, delivering holistic tax planning strategies and managing a team of advisors to enhance client outcomes.

AdviceAsset ManagementFinancial ServicesTax ConsultingWealth Management

Responsibilities

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

Qualification

CPATax advisoryHolistic tax planningEquity compensationEstate planningTax Tech Stack managementClient communicationLegislation trackingTeam collaboration

Required

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

Preferred

Experience in estate planning is helpful

Company

Compound

Compound Planning is your digital family office — a single place to manage your taxes, investments, borrowing and more.

Founded in 2022

San Francisco, California, USA

51-200 employees

https://compoundplanning.com

Funding

Current Stage

Growth Stage

Leadership Team

Alex Farman- Farmaian

Co-Founder & Co-CEO

Christian Haigh

Executive Chairman

Recent News

Pulse 2.0

Compound Planning: Activity Monitor Launched For AI-Based Operating System For Financial Advisors

2025-09-21

Pulse 2.0

Compound Planning: $4 Billion In AUM Surpassed

2025-08-19

Business Wire

Compound Planning Achieves 269% Growth, Crosses $4 Billion in AUM

2025-08-13

Company data provided by crunchbase