Founding Tax Manager - Remote, CPA, Growth Builder

White Tiger Connections Inc.; City of Troy (NY); Remote; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical: Multiple plan options; 75% of

Dental and Vision: Voluntary plans

Life Insurance and AD&D: Coverage up 2

Disability: 100% coverage

401(k): Employer contributions

PTO: 15–25 days depending on tenure

Sick Days: 3 days/year

Education Reimbursement: up to $5,250/

Charitable Matching: up to $500

Job summary

White Tiger Connections Inc. is seeking its first Tax Manager to launch an integrated in-house tax practice within a wealth advisory firm. This remote role offers ground-floor opportunity with strong support and modern tech, working with high-net-worth clients and financial advisers.

You will prepare 1040s and business returns, manage notices, and help shape the practice's processes while collaborating across teams. CPA required with extensive tax background and independence.

Qualifications

• 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 responses, penalty abatement requests).
• Tech-savvy and adaptable — experience with modern tax or practice management software preferred, but the right disposition toward technology matters more than specific tools.
• Strong attention to detail and ability to manage a book of returns independently.
• Excellent interpersonal skills — you will interact directly with high-net-worth clients and collaborate daily with financial advisers; this is not a heads-down, back-office role.
• Stable job history — we are looking for someone who builds long-term relationships, not someone who job-hops.
• Comfortable working remotely and self-directing your schedule outside of busy season.

Responsibilities

• 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.

Skills

Tax expertise

IRS/state notices handling

Remote work discipline

Client communication

Attention to detail

Education

CPA license

Tools

Tax software proficiency

Job description

White Tiger Connections Inc. is seeking its first Tax Manager to launch an integrated in-house tax practice within a wealth advisory firm. This remote role offers ground-floor opportunity with strong support and modern tech, working with high-net-worth clients and financial advisers.

You will prepare 1040s and business returns, manage notices, and help shape the practice's processes while collaborating across teams. CPA required with extensive tax background and independence.