Head of Tax

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September 10

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Compound

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Finance • Fintech

Compound is a modern wealth management firm that serves founders, business owners, professionals, retirees, and families, managing over $2. 5 billion in assets and tracking over $23 billion in assets. The company provides a comprehensive financial management service that includes investment management, tax strategy and filing, borrowing consultation, and retirement and estate planning. Compound's platform features tools like tax-loss harvesting and automatic portfolio rebalancing with investment opportunities across real estate, venture capital, and fixed credit. The firm operates as an SEC-registered investment adviser and adheres to fiduciary standards, offering a centralized platform for managing net worth, cash flow, company equity, and more, integrating with a wide range of financial providers. Compound prides itself on the extensive experience of its team members, who have backgrounds in the largest banks, RIAs, and multi-family offices, and focuses on helping clients make better financial decisions while acting in their best interests.

51 - 200 employees

💸 Finance

💳 Fintech

💰 $25M Series B on 2022-01

📋 Description

• Build & lead the tax practice: define scope (compliance + advisory), staffing model, SLAs, and review standards • Own compliance at scale: oversee relationships, tax return workflow and processes with outside CPA firms and identify scalability improvements • Deliver holistic & proactive planning for HNW clients, including equity comp, crypto, QSBS, QBI §199A, NIIT, SALT, real estate, philanthropy, entity selection, and exit planning • Integrate with planning: partner with advisors to convert planning insights into tax actions and client communications • Manage Tax Tech Stack: workflow, document exchange, automation, and data integrity • Coach and educate advisors and clients; track legislation and present webinars • 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

🎯 Requirements

• 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 clients understand • Depth in equity compensation (ISOs/NSOs/RSUs, 83(b)), multi-state, QSBS, trusts & estates, charitable planning, and transaction-adjacent work (capital gains, tenders, liquidity events, business sales) • Experience building or modernizing a tax operation: workflow, staffing model, deadlines, and QA • Thrives in a remote, ownership-driven culture; strong written communication; proactive decision-making and escalation

🏖️ Benefits

• Remote work • Training and webinars to keep everyone updated • Ownership-driven culture • Work closely with high-performing colleagues