Tax Senior Manager

About Us 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. Job Description This is a remote position. About the Firm We are representing a long-established wealth management firm with a family office focus, providing comprehensive portfolio management, financial planning, and advisory services to individuals, families, and high-net-worth clients. The firm blends investment expertise with holistic client support to help achieve long-term financial success. They are launching an in-house tax vertical to enhance client service by offering integrated tax preparation, planning, and advisory directly alongside their financial advisors. This new vertical will complement the firm’s existing financial planning, investment management, and family office services, allowing clients to receive coordinated, year-round tax strategy alongside their broader wealth plan—eliminating the need to coordinate with external CPAs and enabling more proactive, holistic advice. About the Role They are seeking an experienced, entrepreneurial Tax Senior Manager to lead and shape this new division from the ground up. This role will involve hands-on preparation and review of tax returns, proactive client advisory, and close collaboration with advisors to integrate tax strategies into broader wealth plans. As client volume and service demand grow, there is a clear runway to hire additional tax and accounting talent and evolve into a formal team leadership position. The Tax Senior Manager will be the founding leader of this division, playing a pivotal role in its design, launch, and long-term evolution. This is a hands-on, high-impact position where the right candidate will shape workflows, select and implement technology, establish best practices, and build the foundation for future growth. Key Responsibilities Lead the setup and ongoing operations of the new tax division, including shaping processes, workflows, and technology stack (in collaboration with firm leadership and consultants). Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness. Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes. Collaborate closely with financial advisors to align tax strategies with clients' investment, retirement, and estate plans, participating in client meetings and prospect discussions as needed. Provide clear, approachable education and consultations to clients on tax topics, filing requirements, and opportunities. Contribute to firm growth by supporting liquidity events, equity compensation planning, and other special projects where tax expertise adds value. Requirements CPA license required. 7-10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients. Hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with in-depth knowledge of federal, state, and local tax laws. Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families, including estate, gift, and trust matters (business returns a plus but not required). Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors. Entrepreneurial mindset with ambition, humility and tech saviness. Comfortable shaping a new vertical dynamically. Benefits Competitive Compensation Comprehensive benefits package and Paid Time Off (PTO) A collaborative, team-oriented environment that values autonomy, precision, and professional growth.