Head of Tax - Remote

Overview

The Head of Tax will lead a modern tax practice at Compound Planning, integrating tax services with financial planning for high-net-worth clients.

In Short

• Build and lead the tax practice including compliance and advisory services.
• Oversee tax return workflow and relationships with CPA firms.
• Deliver holistic tax planning strategies for high-net-worth clients.
• Integrate tax actions with financial planning insights.
• Manage tax technology and workflow automation.
• Coach and educate team members and clients.
• Forecast capacity and manage pricing and vendors.
• Monitor regulatory changes and maintain compliance standards.

Requirements

• Active CPA required; MST/JD-LL.M. is a plus.
• 10+ years of tax experience with a focus on high-net-worth planning.
• Excellence in providing understandable tax advisory services.
• Experience with equity compensation, multi-state tax issues, and estate planning.
• Experience in building or modernizing tax operations.
• Ability to thrive in a remote, ownership-driven culture.

Benefits

• Work in a high-integrity environment with transparent communication.
• Collaborate with high-performing colleagues across functions.
• Opportunity to make a significant impact in client outcomes.
• Culture built for fast-moving, mission-aligned individuals.