Tax Director

6 days ago

Boston MA, United States Compound Full time

Join to apply for the Tax Director role at Compound . Base pay range $175,000.00/yr - $200,000.00/yr About Compound Compound Planning is a digital family office and tech-enabled RIA managing more than $4billion for highnetworth 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. The Opportunity Were building a modern, highintegrity tax practice thats tightly integrated with ongoing financial planning. Youll 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 managersthis is your playground. What Youll Do Build & lead the 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. Identify ways to scale as the firm grows. Deliver holistic & proactive planning. Deliver holistic tax planning strategies to highnetworth 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. What Youve Done CPA (active) required; MST/JDLL.M. a plus. 10+ years in tax with significant experience leading HNW / individual and business planning practices (public + boutique/firmside mix ideal). Demonstrated excellence in tax advisory, providing holistic tax planning advice in a way that clients actually understand. Depth in equity compensation, multistate, QSBS, trusts & estates, charitable planning, and transactionadjacent 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, ownershipdriven culture; writes clearly; pushes for decisions; escalates early. What Its Like To Work At Compound Compound operates with integrity, communicates with transparency, and takes accountability seriously. Youll work closely with highperforming colleagues across functionswho hold themselves, and each other to a high bar. Its 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. Seniority level Director Employment type Full-time Job function Accounting/Auditing and Finance Industries Investment Management #J-18808-Ljbffr

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