Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth 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.
What we’re building has been recognized by Financial Advisor Magazine in 2024 and 2025 as one of America’s Top RIAs and 50 Fastest Growing RIAs. We’ve also been featured in publications such as Barron’s, Forbes, Citywire RIA, and more.
The OpportunityWe’re building a modern, high-integrity tax practice that’s tightly integrated with ongoing financial planning. You’ll 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 managers—this is your playground.
What You’ll DoBuild & 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 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.
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.
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 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.).
Built or modernized a tax operation: workflow, staffing model, deadlines, and QA that holds up under pressure.
Thrives in a remote, ownership-driven culture; writes clearly; pushes for decisions; escalates early.
Compound operates with integrity, communicates with transparency, and takes accountability seriously. You’ll work closely with high-performing colleagues across functions - who hold themselves, and each other to a high bar. It’s 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.
Top Skills
What We Do
Compound Planning is your family office — a single place to manage your taxes, investments, borrowing and more.
We support your goals and help you make better financial decisions so you can focus on what matters most.
With over $2 billion in assets under management, Compound Planning is the go-to wealth manager for entrepreneurs, professionals, and retirees who want the personal touch of a trusted advisor accompanied by a beautiful digital experience.
