Tax Manager

At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count. Our focus on the accounting industry isn’t incidental—it’s entirely intentional. As a result, we’re a team dedicated to helping firms achieve meaningful growth, whether through mergers, acquisitions, strategic partnerships, or carefully placed talent. Ultimately, our approach isn’t about checking boxes;

it’s about understanding the unique dynamics of each firm we work with and crafting solutions that propel them forward.

OUR MISSION

Our mission is to make powerful connections that propel accounting firms toward lasting success. We connect buyers, sellers, and partners with strategies that aren’t just transactional but transformative. Whether you’re growing through acquisition, looking to expand your capabilities, or planning for succession, we provide tailored solutions that create real value for your firm and your clients.

WHAT WE DO

White Tiger Connections focuses on three core areas:
Mergers & Acquisitions, Consulting, and Recruiting. We work alongside you at every step, from identifying strategic opportunities to securing the right talent and guiding growth decisions. Our approach combines industry insight with hands‑on support, ensuring that each decision aligns with your firm’s goals and sets you up for sustainable success.

This is a remote position.

About the Role

Our client is a wealth advisory firm launching an integrated in‑house tax preparation practice. They are hiring their first Tax Manager to serve as the founding member of a separate but closely affiliated entity designed to deliver seamless, coordinated tax and financial planning services to their existing client base and, over time, to the broader market.

This is a ground‑floor opportunity to build something meaningful from scratch, with the full operational and financial support of an established wealth advisory firm behind you. You will not be left on an island. You will have administrative support, cutting‑edge technology, and a collaborative team of financial advisers who genuinely understand the value of what you do.

What You Will Do

Prepare individual tax returns (1040s) for pre‑existing clients and, over time, for new clients acquired through organic marketing

Handle simpler business returns (1120‑S, 1065, 1120) where client complexity is appropriate; refer more complex business situations as needed

Prepare 1041 (estate and trust) returns for appropriate situations

File quarterly estimates, manage notices and correspondence from the IRS and state tax agencies, and handle routine IRS notice responses on behalf of clients

Collaborate with financial advisers to deliver a fully integrated client experience — including proactive tax planning conversations around Roth conversions, capital gain events, state relocations, and other life triggers

Participate in regular team meetings, weekly stand‑ups, and all‑company quarterly gatherings (two virtual, two in‑person annually)

Help develop internal SOPs and workflows as the tax practice is built out from the ground up

Provide input on software and process decisions that will shape the long‑term infrastructure of the practice

What We Are Looking For

CPA license required

6 to 11 years of tax experience at a public accounting firm or financial services firm

Strong foundation in individual tax (1040) with meaningful exposure to business returns (1120‑S, 1065) and some experience with estates and trusts (1041)

Has taken 1040s to at least 95% completion independently; ideally has signing authority (PTIN), or is willing to obtain one

Experience interacting with the IRS and state tax agencies on behalf of clients (notice…