Tax Director • Lead

Who you are

You have extensive experience in tax planning and compliance, ideally with a focus on high-net-worth individuals. Your background includes a strong understanding of equity compensation, real estate, and various tax strategies. You thrive in a collaborative environment and are passionate about delivering exceptional client outcomes. You possess excellent communication skills, enabling you to translate complex tax concepts into clear, actionable insights for clients. You are detail-oriented and committed to maintaining high standards of quality in your work. You enjoy building and leading teams, fostering a culture of integrity and accountability.

Desirable

Experience with tax technology and systems is a plus. Familiarity with cryptocurrency taxation and philanthropic strategies would be beneficial. A strong network within the financial planning community can enhance your effectiveness in this role.

What you'll do

As the Tax Director at Compound Planning, you will be responsible for building and leading the tax practice from the ground up. This includes defining the scope of services, which encompasses both compliance and advisory functions. You will develop staffing models and establish service level agreements to ensure high-quality client service. Your role will involve delivering holistic tax planning strategies tailored to the unique needs of high-net-worth clients, addressing areas such as equity compensation, real estate, and exit planning. You will collaborate closely with wealth managers to integrate tax insights into comprehensive financial plans, ensuring clients receive proactive and strategic advice. Managing the tax technology stack will also be a key responsibility, as you seek to leverage technology to enhance efficiency and client service.

What we offer

At Compound Planning, you will be part of a high-integrity team that values transparency and accountability. We offer a collaborative work environment where you can thrive and make a meaningful impact on clients' financial lives. You will have the opportunity to shape the future of our tax practice and contribute to the growth of our firm. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds. Join us in building something that lasts and helps clients navigate their financial journeys with confidence.